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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
726
ETrade Capital Management
Virginia
$234K +$230K +2,688 New
HFBOT
727
Home Federal Bank of Tennessee
Tennessee
$232K +$228K +2,675 New
RPG
728
Resource Planning Group
Georgia
$231K +$227K +2,656 New
SCM
729
Shelton Capital Management
Colorado
$230K -$59.8K -700 -21%
JIC
730
Joel Isaacson & Co
New York
$230K +$226K +2,642 New
CA
731
Cetera Advisors
Colorado
$229K +$225K +2,631 New
AIA
732
Arbor Investment Advisors
North Carolina
$229K +$225K +2,640 New
SSB
733
Sandy Spring Bank
Maryland
$228K -$11.4K -133 -5%
WTB
734
Washington Trust Bank
Washington
$228K +$224K +2,625 New
CG
735
CFO4Life Group
Texas
$228K +$224K +2,628 New
PA
736
Pinnacle Associates
New York
$228K +$225K +2,629 New
LFAS
737
Level Four Advisory Services
Texas
$227K +$219K +2,562 New
AA
738
Apriem Advisors
California
$227K +$223K +2,613 New
SA
739
SRH Advisors
Kansas
$225K – – –
WCF
740
West Coast Financial
California
$224K +$220K +2,580 New
IGGA
741
Iron Gate Global Advisors
Utah
$223K +$219K +2,569 New
GIA
742
GHP Investment Advisors
Colorado
$223K +$219K +2,570 New
JCM
743
Jacobi Capital Management
Pennsylvania
$222K +$171 +2 +0.1%
PL
744
Plancorp LLC
Missouri
$222K +$218K +2,551 New
CG
745
Colony Group
Massachusetts
$220K -$151K -1,766 -41%
RCM
746
RB Capital Management
Nevada
$219K +$215K +2,516 New
GIA
747
Gateway Investment Advisers
Ohio
$217K -$48.5K -568 -19%
GCM
748
Gables Capital Management
Florida
$217K +$9.48K +111 +5%
WF
749
Welch & Forbes
Massachusetts
$216K +$212K +2,486 New
PNC
750
Park National Corp
Ohio
$215K +$212K +2,477 New
28 29
30
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