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Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
2726
Plan Group Financial
Oklahoma
$672K +$508K +15,310 New
MAM
2727
McLean Asset Management
Virginia
$671K -$700K -21,070 -57%
PP
2728
Pegasus Partners
Wisconsin
$671K -$33.5K -1,010 -6%
AC
2729
Addison Capital
Pennsylvania
$670K -$4.98K -150 -0.9%
NRS
2730
Neville Rodie & Shaw
New York
$668K -$83K -2,500 -14%
KFA
2731
Kapstone Financial Advisors
Ohio
$668K +$7.97K +240 +2%
PCM
2732
Poehling Capital Management
Wisconsin
$668K – – –
SC
2733
Sykon Capital
New York
$667K +$523K +15,760 New
EPWM
2734
Essex Private Wealth Management
Massachusetts
$665K -$93.3K -2,810 -15%
BWM
2735
BlackDiamond Wealth Management
New York
$665K +$20.3K +610 +4%
MWP
2736
Meridian Wealth Partners
Pennsylvania
$662K +$71K +2,140 +16%
HBW
2737
Hazlett, Burt & Watson
West Virginia
$662K -$96.3K -2,900 -16%
BCM
2738
Birch Capital Management
Texas
$662K -$7.97K -240 -2%
PAM
2739
Palisade Asset Management
Minnesota
$660K – – –
CCMI
2740
Creative Capital Management Investments
California
$660K – – –
CWM
2741
Cherrydale Wealth Management
New Jersey
$657K +$21.2K +640 +4%
KA
2742
Klingman & Associates
New York
$656K +$35.9K +1,080 +7%
SC
2743
Sonen Capital
California
$655K -$221K -6,670 -30%
CA
2744
Callahan Advisors
Texas
$653K +$36.5K +1,100 +8%
BLAM
2745
Bourne Lent Asset Management
New York
$653K – – –
BPGAM
2746
BTG Pactual Global Asset Management
Bermuda
$652K +$512K +15,420 New
EM
2747
ELCO Management
New York
$649K – – –
CPIH
2748
Consolidated Press International Holdings
Australia
$648K – – –
SFP
2749
Sandbox Financial Partners
Maryland
$646K -$58.4K -1,760 -10%
RB
2750
Renasant Bank
Mississippi
$645K -$111K -3,350 -18%
108 109
110
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