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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
701
IndexIQ Advisors
New York
$190K +$175K +2,719 New
WC
702
Whitney & Co
New York
$189K +$123K +1,909 +241%
TCM
703
Tradewinds Capital Management
Washington
$179K – – –
CCM
704
Cribstone Capital Management
Maine
$177K +$47.3K +735 +41%
AIM
705
Anchor Investment Management
South Carolina
$173K – – –
RCAG
706
Rehmann Capital Advisory Group
Michigan
$171K +$106K +1,643 +206%
AIA
707
Arcadia Investment Advisors
Idaho
$170K +$157K +2,433 New
FWM
708
Focused Wealth Management
New York
$159K – – –
EFSCE
709
Enterprise Financial Services Corp (EFSC)
Missouri
$150K +$3.22K +50 +2%
HCM
710
Highlander Capital Management
New Jersey
$144K – – –
GFP
711
Gryphon Financial Partners
Ohio
$143K +$3.09K +48 +2%
WT
712
Washington Trust
Rhode Island
$140K +$129K +2,000 New
AOWM
713
Alpha Omega Wealth Management
Virginia
$139K – – –
EWM
714
Endurance Wealth Management
Rhode Island
$138K – – –
MCA
715
Mercer Capital Advisers
New Jersey
$138K – – –
RWA
716
Ropes Wealth Advisors
Massachusetts
$138K – – –
TC
717
Trust Company
Kansas
$138K – – –
KC
718
KHP Capital
Oklahoma
$138K +$19.3K +300 +18%
HFM
719
Hartford Financial Management
Connecticut
$134K -$9.66K -150 -7%
VFA
720
Valeo Financial Advisors
Indiana
$128K +$5.99K +93 +5%
HCM
721
Hilton Capital Management
New York
$124K +$114K +1,776 New
PCG
722
Private Capital Group
Connecticut
$123K -$27.7K -431 -20%
BWM
723
BerganKDV Wealth Management
Minnesota
$117K +$108K +1,679 New
AWM
724
Avondale Wealth Management
Texas
$116K – – –
LJHT
725
Laurie J. Hall Trustee
$115K – – –
27 28
29
30 31