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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1376
Alpha Windward
Massachusetts
$232K -$23K -307 -9%
PFGIA
1377
Patriot Financial Group Insurance Agency
Massachusetts
$231K +$42K +561 +22%
LA
1378
Lynch & Associates
Indiana
$230K – – –
SCA
1379
STALEY CAPITAL ADVISERS
Pennsylvania
$230K – – –
DC
1380
DeDora Capital
California
$227K +$7.26K +97 +3%
BFC
1381
Bedel Financial Consulting
Indiana
$224K +$1.35K +18 +0.6%
IA
1382
IFG Advisory
Georgia
$223K -$42K -561 -16%
WPC
1383
White Pine Capital
Minnesota
$223K – – –
LC
1384
Lindbrook Capital
California
$222K +$225K +3,006 New
MGAM
1385
McGowan Group Asset Management
Texas
$220K – – –
GTAM
1386
Global Trust Asset Management
Florida
$219K +$89.8K +1,200 +68%
SNT
1387
Security National Trust
West Virginia
$218K -$84.9K -1,135 -28%
WSTAM
1388
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$26.2K -350 -11%
NWP
1389
Northstar Wealth Partners
Connecticut
$218K – – –
CS
1390
Cannell & Spears
New York
$217K -$5.31K -71 -2%
EWM
1391
Edge Wealth Management
New York
$217K – – –
SIG
1392
Sky Investment Group
Connecticut
$217K – – –
SPC
1393
Stewart & Patten Company
California
$216K – – –
SMC
1394
Smith, Moore & Co
Missouri
$215K -$179K -2,398 -45%
LJAC
1395
L.J. Altfest & Co
New York
$215K – – –
SFSG
1396
Stearns Financial Services Group
North Carolina
$215K +$150 +2 +0.1%
CWM
1397
Connecticut Wealth Management
Connecticut
$215K +$13.5K +180 +7%
SFG
1398
SNS Financial Group
Minnesota
$213K -$16.5K -220 -7%
FPS
1399
Fieldpoint Private Securities
Connecticut
$213K +$34.4K +460 +19%
BHTS
1400
Bar Harbor Trust Services
Maine
$208K – – –
54 55
56
57 58