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Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
1901
Morningstar Investment Services
Illinois
$1.14M +$348K +11,860 +40%
OCM
1902
Osterweis Capital Management
California
$1.13M – – –
TIM
1903
Tortoise Investment Management
New York
$1.11M -$274K -9,360 -19%
CGI
1904
Comgest Global Investors
France
$1.1M +$1.17M +40,000 New
TFO
1905
Tarbox Family Office
California
$1.1M +$160K +5,440 +16%
CNFG
1906
Creegan & Nassoura Financial Group
New Hampshire
$1.09M – – –
HCM
1907
Hilton Capital Management
New York
$1.09M -$541K -18,444 -32%
FVCM
1908
F&V Capital Management
Florida
$1.09M – – –
BCI
1909
Brinker Capital Investments
Pennsylvania
$1.09M +$64.2K +2,188 +6%
PI
1910
Pettee Investors
Connecticut
$1.08M +$79.8K +2,720 +7%
PWAG
1911
Polaris Wealth Advisory Group
California
$1.08M +$373K +12,732 +48%
VDI
1912
Vaughan David Investments
Illinois
$1.08M +$46K +1,568 +4%
EA
1913
Emerald Advisers
Pennsylvania
$1.07M +$249K +8,492 +28%
NAP
1914
New Amsterdam Partners
New York
$1.07M +$2.7K +92 +0.2%
TWI
1915
Thomas White International
Illinois
$1.07M -$970K -33,076 -46%
TFF
1916
The Family Firm
Maryland
$1.06M +$11.4K +388 +1%
KSA
1917
Ken Stern & Associates
California
$1.06M +$96.1K +3,276 +9%
FL
1918
Fort LP
Maryland
$1.06M -$3.85M -131,288 -77%
I2I
1919
Insight 2811 Inc
Illinois
$1.06M -$543K -18,500 -33%
MC
1920
Miles Capital
Iowa
$1.06M -$1.16M -39,408 -51%
LS
1921
Lupo Securities
Illinois
$1.05M +$506K +17,240 +82%
W
1922
Wealthquest
Ohio
$1.05M +$85.9K +2,928 +8%
SGH
1923
Schonfeld Group Holdings
New York
$1.05M -$23.1K -788 -2%
PFA
1924
Pure Financial Advisors
California
$1.04M -$103K -3,504 -9%
HS
1925
Huntington Steele
Pennsylvania
$1.04M +$31.2K +1,064 +3%
75 76
77
78 79