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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2551
Adalta Capital Management
New York
$605K – – –
WAAG
2552
Wealth Alliance Advisory Group
Kansas
$604K +$597K +14,276 New
NA
2553
Nottingham Advisors
New York
$601K +$23.7K +568 +4%
FFG
2554
Ford Financial Group
California
$598K +$574K +13,732 New
IG
2555
Ithaka Group
Virginia
$592K – – –
KI
2556
Koch Industries
Kansas
$586K +$246K +5,888 +74%
CWM
2557
Concentric Wealth Management
California
$582K +$167 +4 +0%
ML
2558
McAdam LLC
Pennsylvania
$581K – – –
PO
2559
Private Ocean
California
$580K +$153K +3,664 +36%
KIC
2560
Keating Investment Counselors
Florida
$575K -$4.18K -100 -0.7%
HCM
2561
Hutchinson Capital Management
California
$569K +$22.6K +540 +4%
TA
2562
Townsend & Associates
Colorado
$569K +$562K +13,460 New
CF
2563
Copperwynd Financial
Arizona
$567K +$560K +13,412 New
SIC
2564
Schwartz Investment Counsel
Michigan
$564K – – –
11A
2565
10-15 Associates
New York
$562K -$2.51K -60 -0.5%
PWPS
2566
Pinnacle Wealth Planning Services
Ohio
$559K +$552K +13,216 New
HCM
2567
HM Capital Management
Missouri
$558K – – –
SCCM
2568
Schafer Cullen Capital Management
New York
$554K – – –
MWP
2569
Moller Wealth Partners
$553K +$547K +13,080 New
PTC
2570
Provident Trust Company
Wisconsin
$552K -$33.8K -808 -6%
BMM
2571
Buffington Mohr McNeal
Idaho
$541K – – –
FDS
2572
First Dallas Securities
Texas
$538K +$33.9K +812 +7%
AIC
2573
Ayalon Insurance Company
Israel
$538K +$532K +12,720 New
B
2574
Bridgeworth
Alabama
$522K -$183K -4,384 -26%
CNB
2575
Camden National Bank
Maine
$522K +$57.5K +1,376 +13%
101 102
103
104 105