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Name Holding Trade Value Shares
Change 		Change in
Stake
KI
4251
Kula Investments
Illinois
$563K +$619K +4,333 New
BTIM
4252
BancFirst Trust & Investment Management
Oklahoma
$560K -$116K -812 -16%
FA
4253
Financial Advantage
Maryland
$559K -$90.9K -636 -13%
LFG
4254
Leverty Financial Group
Wisconsin
$557K +$148K +1,034 +32%
EA
4255
Evergreen Advisors
Tennessee
$556K +$286 +2 +0%
LODC
4256
Lanham O'Dell & Company
West Virginia
$555K -$982K -6,869 -62%
FCM
4257
Fairholme Capital Management
Florida
$554K – – –
KGC
4258
Kennon-Green & Company
Ohio
$549K +$604K +4,228 New
MC
4259
Merlin Capital
Rhode Island
$546K -$10K -70 -2%
GC
4260
Gruss & Co
Florida
$546K -$14.3K -100 -2%
TC
4261
Tacita Capital
Ontario, Canada
$545K – – –
DU
4262
Delphia (USA)
Ontario, Canada
$544K +$132K +923 +28%
MAS
4263
Madden Advisory Services
Florida
$543K +$429 +3 +0.1%
IPW
4264
IronBridge Private Wealth
Texas
$542K +$67K +469 +13%
P
4265
Palladiem
Pennsylvania
$541K -$75K -525 -11%
AMIM
4266
Aull & Monroe Investment Management
Alabama
$540K +$429 +3 +0.1%
WG
4267
Winton Group
United Kingdom
$539K +$335K +2,345 +130%
BWL
4268
Beacon Wealthcare LLC
North Carolina
$537K +$10.7K +75 +2%
JCM
4269
J2 Capital Management
Michigan
$537K +$591K +4,135 New
IEFM
4270
IQ EQ Fund Management
Ireland
$536K -$10.7K -75 -2%
TPM
4271
Triasima Portfolio Management
Quebec, Canada
$533K -$317K -2,220 -35%
MCA
4272
Maryland Capital Advisors
Maryland
$532K -$15.6K -109 -3%
OHU
4273
Odey Holdings (UK)
United Kingdom
$527K – – –
WG
4274
Watchman Group
Texas
$525K -$14.3K -100 -2%
TA
4275
Tactive Advisors
Florida
$525K +$578K +4,043 New
169 170
171
172 173