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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
751
Concourse Financial Group Securities
Alabama
$270K +$3.95K +38 +2%
WP
752
WealthSource Partners
California
$269K +$253K +2,434 New
JIC
753
Joel Isaacson & Co
New York
$268K -$519 -5 -0.2%
LFASL
754
Lugano Financial Advisors SA (LFA)
Switzerland
$268K – – –
OA
755
Oxbow Advisors
Texas
$268K – – –
TFF
756
The Family Firm
Maryland
$268K – – –
WWM
757
Windsor Wealth Management
Indiana
$268K +$21.2K +204 +9%
WF
758
Welch & Forbes
Massachusetts
$268K +$252K +2,425 New
SRAM
759
Stone Ridge Asset Management
New York
$267K – – –
CCG
760
Cypress Capital Group
Florida
$267K +$250K +2,406 New
FNT
761
First National Trust
Pennsylvania
$265K -$2.6K -25 -1%
PAM
762
Premier Asset Management
Illinois
$265K +$249K +2,400 New
WCG
763
Weaver Consulting Group
California
$264K – – –
MFW
764
Meristem Family Wealth
Minnesota
$263K +$247K +2,378 New
APG
765
Abacus Planning Group
South Carolina
$262K – – –
BJL
766
Brighton Jones LLC
Washington
$262K +$246K +2,368 New
FNBOH
767
First National Bank of Hutchinson
Kansas
$260K – – –
HIC
768
Holderness Investments Company
North Carolina
$257K +$4.26K +41 +2%
FMBTD
769
First Midwest Bank Trust Division
Illinois
$256K -$101K -976 -30%
GP
770
Girard Partners
Pennsylvania
$256K -$38.2K -368 -14%
CMBA
771
C.M. Bidwell & Associates
Hawaii
$256K -$1.04K -10 -0.4%
CCM
772
Covington Capital Management
California
$256K +$3.22K +31 +1%
TAM
773
Trillium Asset Management
Massachusetts
$255K -$509K -4,900 -68%
CPA
774
Cowen Prime Advisors
New York
$255K – – –
GCM
775
Gables Capital Management
Florida
$255K – – –
29 30
31
32 33