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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1076
Mark Sheptoff Financial Planning
Connecticut
$194K +$200K +3,600 New
BRWM
1077
B. Riley Wealth Management
Tennessee
$186K +$192K +3,448 New
OIA
1078
Optimum Investment Advisors
Illinois
$182K +$11.1K +200 +6%
CFS
1079
Community Financial System
New York
$178K -$55.6K -1,000 -23%
MWP
1080
MYCIO Wealth Partners
Pennsylvania
$177K +$138K +2,480 +310%
RFA
1081
Reilly Financial Advisors
California
$174K +$135K +2,436 +309%
JIC
1082
Joel Isaacson & Co
New York
$173K -$24K -432 -12%
LSV Asset Management
1083
LSV Asset Management
Illinois
$172K
GG
1084
Gofen & Glossberg
Illinois
$164K -$55.6K -1,000 -26%
HCM
1085
Highlander Capital Management
New Jersey
$162K
BC
1086
Bartlett & Co
Ohio
$161K +$22.2K +400 +15%
SF
1087
Synovus Financial
Georgia
$157K -$31.1K -560 -16%
BEAM
1088
Baker Ellis Asset Management
Washington
$151K
HCP
1089
Holt Capital Partners
Texas
$140K
SAC
1090
Smith Affiliated Capital
New York
$138K
PCM
1091
Prelude Capital Management
New York
$135K +$22.2K +400 +19%
TF
1092
Trutina Financial
Washington
$134K +$138K +2,492 New
NCMG
1093
NCM Capital Management Group
North Carolina
$132K -$2.58M -46,400 -95%
JWM
1094
Jacobus Wealth Management
Wisconsin
$130K +$22.7K +408 +20%
WTB
1095
Washington Trust Bank
Washington
$128K +$132K +2,380 New
OC
1096
Oakworth Capital
Alabama
$117K
FNBSF
1097
First National Bank Sioux Falls
South Dakota
$111K
NIM
1098
NuWave Investment Management
New Jersey
$109K +$106K +1,900 +1,696%
FWC
1099
First Washington Corp
Washington
$108K
PC
1100
Pier Capital
Connecticut
$101K