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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1901
FourPoints Investment Managers
France
$1.34M – – –
IWA
1902
Inspirion Wealth Advisors
Illinois
$1.34M +$24.2K +756 +2%
CHP
1903
Cable Hill Partners
Oregon
$1.33M +$3.97K +124 +0.3%
RPGK
1904
Retirement Planning Group (Kansas)
Kansas
$1.32M +$5.88K +184 +0.4%
HCM
1905
Horan Capital Management
Maryland
$1.31M +$735K +22,984 +123%
BIA
1906
Barry Investment Advisors
Massachusetts
$1.3M +$16.4K +512 +1%
NBC
1907
Neuberger Berman Canada
Ontario, Canada
$1.3M +$402K +12,560 +44%
PFA
1908
Pure Financial Advisors
California
$1.29M +$40.3K +1,260 +3%
OCM
1909
Osterweis Capital Management
California
$1.29M – – –
RWM
1910
Raffa Wealth Management
District of Columbia
$1.28M +$12.8K +400 +1%
CPIG
1911
Chicago Partners Investment Group
Illinois
$1.27M -$169K -5,280 -12%
PIM
1912
Partner Investment Management
California
$1.26M +$433K +13,552 +51%
HF
1913
Hoxton Financial
West Virginia
$1.25M +$144K +4,512 +13%
PCC
1914
Park Circle Company
Maryland
$1.25M – – –
DGI
1915
Disciplined Growth Investors
Minnesota
$1.25M -$1.19M -37,080 -48%
WSC
1916
Wellington Shields & Co
New York
$1.25M +$70.1K +2,192 +6%
CNFG
1917
Creegan & Nassoura Financial Group
New Hampshire
$1.24M – – –
FVCM
1918
F&V Capital Management
Florida
$1.24M -$254K -7,928 -17%
FIG
1919
Fusion Investment Group
Pennsylvania
$1.24M -$27.3K -852 -2%
NAP
1920
New Amsterdam Partners
New York
$1.22M -$3.83M -119,868 -76%
SGH
1921
Schonfeld Group Holdings
New York
$1.22M -$384K -12,000 -24%
ADBIC
1922
A.D. Beadell Investment Counsel
Wisconsin
$1.22M +$44.8K +1,400 +4%
CCWA
1923
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.21M +$1.23M +38,608 New
TCOTO
1924
Trust Company of the Ozarks
Missouri
$1.21M +$54.4K +1,700 +5%
HHC
1925
Hutchin Hill Capital
New York
$1.2M -$5.53M -172,800 -82%
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77
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