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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2051
Community Bank
New York
$170K – – –
HI
2052
Hoey Investments
Pennsylvania
$170K – – –
SIC
2053
SJS Investment Consulting
Ohio
$168K – – –
MCM
2054
Manchester Capital Management
Vermont
$167K +$31K +710 +26%
MCM
2055
MV Capital Management
Maryland
$164K +$1.31K +30 +0.9%
JAM
2056
JCIC Asset Management
Ontario, Canada
$162K +$2.62K +60 +2%
TC
2057
Truvestments Capital
Florida
$161K -$34.9K -800 -20%
BFS
2058
Burkett Financial Services
South Carolina
$161K +$144K +3,300 New
RIM
2059
Rockbridge Investment Management
New York
$159K +$143K +3,270 New
NCM
2060
Northwest Capital Management
Oregon
$159K -$34.9K -800 -20%
AFS
2061
Annapolis Financial Services
Maryland
$154K -$1.31K -30 -0.9%
PMFA
2062
Plante Moran Financial Advisors
Michigan
$153K +$30.1K +690 +28%
HGERS
2063
Householder Group Estate & Retirement Specialist
Arizona
$152K – – –
CT
2064
Colonial Trust
South Carolina
$150K +$72.5K +1,660 +117%
WWM
2065
Wolff Wiese Magana
California
$148K -$43.7K -1,000 -25%
TH
2066
TCTC Holdings
Texas
$146K – – –
TCPG
2067
Trivant Custom Portfolio Group
California
$146K – – –
PCFFS
2068
Pacific Center for Financial Services
California
$146K – – –
BC
2069
Bartlett & Co
Ohio
$145K +$10.9K +250 +9%
BCWM
2070
Bartlett & Co Wealth Management
Ohio
$145K +$10.9K +250 +9%
ODG
2071
O'Dell Group
Ohio
$145K +$130K +2,970 New
DWM
2072
Dogwood Wealth Management
Kansas
$142K +$127K +2,920 New
EL
2073
EMFO LLC
Florida
$140K – – –
CIA
2074
Cape Investment Advisory
Georgia
$140K -$275K -6,290 -69%
PP
2075
Paloma Partners
Connecticut
$139K +$124K +2,830 +14,150%
81 82
83
84 85