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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1126
Paradigm Financial Advisors
Missouri
$240K +$221K +3,672 New
WG
1127
Welch Group
Alabama
$237K +$218K +3,620 New
SCA
1128
Sippican Capital Advisors
Massachusetts
$236K +$217K +3,600 New
MJP
1129
Michael J. Puzo
$236K +$217K +3,608 New
WEC
1130
Winslow Evans & Crocker
Massachusetts
$232K -$20.7K -344 -9%
BW
1131
Bison Wealth
Georgia
$230K +$211K +3,512 New
GG
1132
Gofen & Glossberg
Illinois
$230K +$212K +3,516 New
PCM
1133
Prelude Capital Management
New York
$229K +$12K +200 +6%
PHAM
1134
Palisades Hudson Asset Management
Florida
$229K +$210K +3,488 New
MPWT
1135
MassMutual Private Wealth & Trust
Connecticut
$228K +$9.63K +160 +5%
OIA
1136
Optimum Investment Advisors
Illinois
$228K – – –
KA
1137
Kovack Advisors
Florida
$228K +$210K +3,484 New
BONST
1138
Bank of Nova Scotia Trust
Ontario, Canada
$227K -$149K -2,476 -42%
HCM
1139
Harvest Capital Management
New Hampshire
$227K +$209K +3,464 New
AW
1140
Alpha Windward
Massachusetts
$226K -$6.5K -108 -3%
CCS
1141
Crosspoint Capital Strategies
California
$226K +$18.1K +300 +10%
DAM
1142
Doheny Asset Management
California
$225K +$207K +3,440 New
WIS
1143
Wright Investors Service
Connecticut
$223K -$224K -3,720 -52%
WAM
1144
Weatherly Asset Management
California
$223K +$204K +3,396 New
CFA
1145
Capstone Financial Advisors
Illinois
$221K -$25.3K -420 -11%
MWP
1146
MYCIO Wealth Partners
Pennsylvania
$218K – – –
SAM
1147
Silvercrest Asset Management
New York
$218K +$201K +3,332 New
SCP
1148
Syntal Capital Partners
Texas
$217K +$200K +3,320 New
TTWM
1149
TCV Trust & Wealth Management
Virginia
$217K +$200K +3,320 New
CIC
1150
Carnegie Investment Counsel
Ohio
$216K +$196K +3,264 New
44 45
46
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