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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1026
Parsons Capital Management
Rhode Island
$315K -$22.4K -3,680 -6%
SFSIG
1027
San Francisco Sentry Investment Group
California
$314K -$1.33M -219,520 -81%
MWM
1028
Mascoma Wealth Management
New Hampshire
$313K – – –
AJ
1029
Ashburton (Jersey)
Jersey
$313K +$219K +36,000 +214%
BAM
1030
Berkshire Asset Management
Pennsylvania
$308K – – –
SI
1031
Shaker Investments
Ohio
$308K – – –
TFA
1032
Toth Financial Advisory
Virginia
$308K – – –
CA
1033
Crewe Advisors
Utah
$308K +$81.9K +13,480 +35%
PCM
1034
Palisade Capital Management
New Jersey
$308K +$316K +52,000 New
FNBT
1035
FineMark National Bank & Trust
Florida
$307K +$40.3K +6,640 +15%
SWA
1036
SFMG Wealth Advisors
Texas
$306K +$33.5K +5,520 +11%
RM
1037
Resource Management
Louisiana
$305K +$8.02K +1,320 +3%
DCM
1038
Delta Capital Management
New Jersey
$304K – – –
WAAG
1039
Wealth Alliance Advisory Group
Kansas
$304K +$312K +51,400 New
RCAG
1040
Rehmann Capital Advisory Group
Michigan
$303K -$28.7K -4,720 -8%
MWP
1041
MYCIO Wealth Partners
Pennsylvania
$302K +$5.35K +880 +2%
ACM
1042
Aviance Capital Management
Florida
$302K +$309K +50,920 New
CCP
1043
Corient Capital Partners
California
$302K +$310K +51,080 New
SIM
1044
SSI Investment Management
California
$299K -$57.8K -9,520 -16%
BCM
1045
Bayesian Capital Management
New York
$299K -$39.9K -6,560 -11%
HNB
1046
Huntington National Bank
Ohio
$298K +$60K +9,880 +24%
BA
1047
BKS Advisors
Michigan
$296K -$120K -19,800 -28%
MPM
1048
Meritage Portfolio Management
Kansas
$296K – – –
VAM
1049
Visionary Asset Management
Texas
$294K +$9.96K +1,640 +3%
CAG
1050
Csenge Advisory Group
Florida
$294K +$301K +49,600 New
40 41
42
43 44