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Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
701
Black Diamond Financial
Maryland
$332K – – –
FMBTD
702
First Midwest Bank Trust Division
Illinois
$328K +$94.7K +1,000 +44%
LFAS
703
Level Four Advisory Services
Texas
$327K -$112K -1,179 -26%
PCMC
704
Paragon Capital Management (Colorado)
Colorado
$323K -$30.6K -323 -9%
JMFC
705
J.M. Forbes & Co
Massachusetts
$323K -$5.78K -61 -2%
TCM
706
TD Capital Management
Tennessee
$323K – – –
BA
707
Boston Advisors
Massachusetts
$321K +$86.5K +913 +40%
IA
708
IFG Advisory
Georgia
$319K -$9.47K -100 -3%
AWM
709
AE Wealth Management
Kansas
$319K -$9.38K -99 -3%
MA
710
Montag & Associates
Georgia
$319K -$5.68K -60 -2%
GIP
711
Granite Investment Partners
California
$319K – – –
WTB
712
Washington Trust Bank
Washington
$317K +$18.9K +200 +7%
FBT
713
First Bankers Trust
Kentucky
$316K -$319K -3,365 -52%
TPW
714
Tiller Private Wealth
Pennsylvania
$315K +$95 +1 +0%
CT
715
Cambridge Trust
Massachusetts
$313K -$24.6K -260 -8%
DHFB
716
Dixon Hubard Feinour & Brown
Virginia
$307K – – –
VFA
717
Valeo Financial Advisors
Indiana
$307K +$43.5K +459 +18%
CAM
718
Carret Asset Management
New York
$306K – – –
PI
719
Putnam Investments
Massachusetts
$305K -$21.5K -227 -7%
DJSG
720
D.J. St. Germain
Massachusetts
$304K – – –
BFM
721
Boston Financial Management
Massachusetts
$303K -$18.9K -200 -6%
TAM
722
Tocqueville Asset Management
New York
$302K -$148K -1,560 -34%
WT
723
Washington Trust
Rhode Island
$301K -$39.8K -420 -12%
AWM
724
Aevitas Wealth Management
Massachusetts
$301K +$189 +2 +0.1%
FFG
725
Frisch Financial Group
New York
$299K +$284K +3,001 New
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