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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1376
Patriot Financial Group Insurance Agency
Massachusetts
$231K +$42K +561 +22%
LA
1377
Lynch & Associates
Indiana
$230K – – –
SCA
1378
STALEY CAPITAL ADVISERS
Pennsylvania
$230K – – –
DC
1379
DeDora Capital
California
$227K +$7.26K +97 +3%
BFC
1380
Bedel Financial Consulting
Indiana
$224K +$1.35K +18 +0.6%
IA
1381
IFG Advisory
Georgia
$223K -$42K -561 -16%
WPC
1382
White Pine Capital
Minnesota
$223K – – –
LC
1383
Lindbrook Capital
California
$222K +$225K +3,006 New
MGAM
1384
McGowan Group Asset Management
Texas
$220K – – –
GTAM
1385
Global Trust Asset Management
Florida
$219K +$89.8K +1,200 +68%
SNT
1386
Security National Trust
West Virginia
$218K -$84.9K -1,135 -28%
WSTAM
1387
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$26.2K -350 -11%
NWP
1388
Northstar Wealth Partners
Connecticut
$218K – – –
CS
1389
Cannell & Spears
New York
$217K -$5.31K -71 -2%
EWM
1390
Edge Wealth Management
New York
$217K – – –
SIG
1391
Sky Investment Group
Connecticut
$217K – – –
SPC
1392
Stewart & Patten Company
California
$216K – – –
SMC
1393
Smith, Moore & Co
Missouri
$215K -$179K -2,398 -45%
LJAC
1394
L.J. Altfest & Co
New York
$215K – – –
SFSG
1395
Stearns Financial Services Group
North Carolina
$215K +$150 +2 +0.1%
CWM
1396
Connecticut Wealth Management
Connecticut
$215K +$13.5K +180 +7%
SFG
1397
SNS Financial Group
Minnesota
$213K -$16.5K -220 -7%
FPS
1398
Fieldpoint Private Securities
Connecticut
$213K +$34.4K +460 +19%
BHTS
1399
Bar Harbor Trust Services
Maine
$208K – – –
MNBTD
1400
Moody National Bank Trust Division
Texas
$208K +$144K +1,925 +219%
54 55
56
57 58