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Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1251
Summit Securities Group
New York
$300K -$104K -1,454 -25%
JIC
1252
Joel Isaacson & Co
New York
$295K -$12.3K -172 -4%
1SB
1253
1ST Source Bank
Indiana
$294K +$301K +4,222 New
ALA
1254
Atherton Lane Advisers
California
$293K +$14.3K +200 +5%
AUB
1255
Atlantic Union Bankshares
Virginia
$293K +$300K +4,201 New
CSIC
1256
Clifford Swan Investment Counsel
California
$290K +$7.14K +100 +2%
NPIT
1257
National Penn Investors Trust
Pennsylvania
$287K – – –
GG
1258
Gofen & Glossberg
Illinois
$287K +$31.8K +446 +12%
PSC
1259
Prentiss Smith & Co
Vermont
$284K – – –
FFSOTS
1260
Fiduciary Financial Services of The Southwest
Texas
$280K +$287K +4,020 New
BGA
1261
Belmont Global Advisors
Texas
$279K – – –
PRC
1262
Platte River Capital
Colorado
$279K – – –
SHWM
1263
Smith & Howard Wealth Management
Georgia
$279K – – –
WAM
1264
Weatherly Asset Management
California
$278K -$24.9K -349 -8%
RCM
1265
RNC Capital Management
California
$278K -$3.21K -45 -1%
SIG
1266
Stanford Investment Group
California
$277K – – –
CCM
1267
Catawba Capital Management
Virginia
$276K -$35.7K -500 -11%
GWM
1268
Gupta Wealth Management
California
$275K -$8.71K -122 -3%
CNFG
1269
Creegan & Nassoura Financial Group
New Hampshire
$272K – – –
BFM
1270
Boothbay Fund Management
New York
$270K +$277K +3,877 New
ACA
1271
Anchor Capital Advisors
Massachusetts
$269K – – –
VFS
1272
VSR Financial Services
Kansas
$268K -$34.3K -480 -11%
CWM
1273
Confluence Wealth Management
Oregon
$268K – – –
GIP
1274
Greatmark Investment Partners
Georgia
$268K – – –
IIC
1275
Ironwood Investment Counsel
Arizona
$266K +$9.28K +130 +4%
49 50
51
52 53