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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1301
Fayerweather Charles
$470K – – –
TSS
1302
Two Sigma Securities
New York
$468K -$5.07M -63,360 -92%
MSFP
1303
Mark Sheptoff Financial Planning
Connecticut
$467K -$8.01K -100 -2%
PRS
1304
Pinkerton Retirement Specialists
Idaho
$465K +$93.5K +1,168 +26%
CC
1305
Courier Capital
New York
$461K +$20K +250 +5%
SAM
1306
Summit Asset Management
Tennessee
$459K -$1.6K -20 -0.4%
SS
1307
Simplicity Solutions
Minnesota
$459K +$59.3K +741 +15%
BWP
1308
Baldwin Wealth Partners
Massachusetts
$457K -$480K -5,995 -52%
MIM
1309
Manitou Investment Management
Ontario, Canada
$456K -$19.6K -245 -4%
WG
1310
Welch Group
Alabama
$452K +$200K +2,503 +84%
RCM
1311
RNC Capital Management
California
$449K +$36.6K +457 +9%
HWA
1312
Heritage Wealth Advisors
Virginia
$449K +$119K +1,488 +38%
WAM
1313
Wolverine Asset Management
Illinois
$448K +$288K +3,600 +197%
MI
1314
Montage Investments
Kansas
$445K -$8.01K -100 -2%
SWA
1315
Sutton Wealth Advisors
Florida
$437K – – –
MCM
1316
MV Capital Management
Maryland
$433K -$55.2K -689 -12%
WIM
1317
Weitz Investment Management
Nebraska
$430K +$416K +5,200 New
SFG
1318
SevenBridge Financial Group
Pennsylvania
$425K -$46.6K -582 -10%
1SB
1319
1ST Source Bank
Indiana
$424K +$22.3K +278 +6%
ITIM
1320
Indiana Trust & Investment Management
Indiana
$421K +$15.1K +189 +4%
MWP
1321
MYCIO Wealth Partners
Pennsylvania
$420K -$26.2K -327 -6%
LFR
1322
Lehman Financial Resources
Pennsylvania
$417K – – –
TCM
1323
Tradewinds Capital Management
Washington
$415K +$2.8K +35 +0.7%
TIA
1324
Tiemann Investment Advisors
California
$413K – – –
MCM
1325
Manchester Capital Management
Vermont
$412K -$79.6K -994 -17%
51 52
53
54 55