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Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
2051
US Financial Advisors
Massachusetts
$808K +$2.54K +84 +0.3%
SFS
2052
Summit Financial Strategies
Ohio
$799K -$8.33K -276 -1%
PIM
2053
Progressive Investment Management
Oregon
$796K -$9.47M -313,668 -92%
AIM
2054
Aspen Investment Management
Michigan
$792K +$45.3K +1,500 +6%
EVC
2055
Eidelman Virant Capital
Missouri
$790K +$5.19K +172 +0.7%
MIS
2056
Morningstar Investment Services
Illinois
$788K -$2.24M -74,272 -75%
BFM
2057
Boothbay Fund Management
New York
$788K -$548K -18,156 -42%
AAM
2058
Auxier Asset Management
Oregon
$787K – – –
AEPG
2059
American Economic Planning Group
New Jersey
$781K +$11.1K +368 +1%
CAW
2060
Cornerstone Advisors (Washington)
Washington
$777K +$80.3K +2,660 +12%
PL
2061
Parkwood LLC
Ohio
$773K -$40.3K -1,336 -5%
PLFAM
2062
Pineno Levin & Ford Asset Management
Virginia
$773K -$31.4K -1,040 -4%
VA
2063
Valmark Advisers
Ohio
$770K -$1.93K -64 -0.3%
EWMCB
2064
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$769K +$31K +1,028 +4%
ACM
2065
Argent Capital Management
Missouri
$766K +$68.6K +2,272 +10%
LD
2066
Lipe & Dalton
New York
$763K +$2.42K +80 +0.3%
HIP
2067
Hatteras Investment Partners
North Carolina
$759K -$10.2M -337,404 -93%
AIM
2068
Acuity Investment Management
Ontario, Canada
$759K – – –
LRIC
2069
Long Road Investment Counsel
Michigan
$757K – – –
BP
2070
BBR Partners
New York
$756K -$98.1K -3,248 -12%
CM
2071
Capital Management
Virginia
$756K +$71.6K +2,372 +11%
RHJA
2072
Rice Hall James & Associates
California
$754K +$12.1K +400 +2%
NERM
2073
New England Research & Management
Illinois
$749K +$170K +5,620 +30%
MIM
2074
Miller Investment Management
Pennsylvania
$749K +$727K +24,072 New
TCM
2075
Towercrest Capital Management
Pennsylvania
$743K +$117K +3,880 +20%
81 82
83
84 85