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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1501
Plante Moran Financial Advisors
Michigan
$6.26M +$88.7K +1,956 +1%
LWM
1502
Lyell Wealth Management
California
$6.25M +$262K +5,768 +4%
EVC
1503
Eidelman Virant Capital
Missouri
$6.25M +$2.79M +61,564 +84%
CCM
1504
Consolidated Capital Management
California
$6.25M -$1.33M -29,260 -18%
AB
1505
AT Bancorp
Iowa
$6.25M -$78.4K -1,728 -1%
BMC
1506
Benin Management Corp
Connecticut
$6.24M -$154K -3,388 -2%
GIM
1507
Guardian Investment Management
California
$6.21M +$508K +11,200 +9%
PCP
1508
Proficio Capital Partners
Massachusetts
$6.21M +$31.7K +700 +0.5%
FPS
1509
Fieldpoint Private Securities
Connecticut
$6.21M -$232K -5,116 -4%
KFA
1510
Kabarec Financial Advisors
Illinois
$6.2M -$503K -11,092 -8%
ANRIA
1511
American National Registered Investment Advisor
Texas
$6.2M -$7.26K -160 -0.1%
CCT
1512
Capital City Trust
Florida
$6.18M -$109K -2,408 -2%
HBWM
1513
Hollow Brook Wealth Management
New York
$6.16M -$98.9K -2,180 -2%
CA
1514
Calton & Associates
Florida
$6.16M -$1.42M -31,296 -21%
KCPG
1515
Kavar Capital Partners Group
Kansas
$6.16M +$25.6K +564 +0.4%
WFG
1516
Wills Financial Group
Virginia
$6.15M +$14.1K +312 +0.2%
G
1517
GenTrust
Florida
$6.13M +$24.9K +548 +0.4%
MCP
1518
Mirador Capital Partners
California
$6.12M -$656K -14,476 -10%
LCM
1519
Lucas Capital Management
New Jersey
$6.1M -$466K -10,272 -7%
MIH
1520
Madison Investment Holdings
Wisconsin
$6.1M -$10M -221,244 -63%
SVCP
1521
Silicon Valley Capital Partners
California
$6.08M +$278K +6,124 +5%
PG
1522
Patten Group
Tennessee
$6.08M +$13.6K +300 +0.2%
AOWM
1523
Alpha Omega Wealth Management
Virginia
$6.07M +$55.7K +1,228 +0.9%
IC
1524
Iconiq Capital
California
$6.06M +$422K +9,312 +8%
SGI
1525
Summit Global Investments
Utah
$6.05M -$6.07M -133,744 -51%
59 60
61
62 63