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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
2051
Integrated Investment Consultants
Michigan
$835K +$942K +32,952 New
EDRIA
2052
Edmonds Duncan Registered Investment Advisors
Kansas
$827K +$898K +31,420 New
I2I
2053
Insight 2811 Inc
Illinois
$813K -$214K -7,500 -20%
RGI
2054
River Global Investors
United Kingdom
$811K +$882K +30,864 New
JFA
2055
JNBA Financial Advisors
Minnesota
$810K -$17.7K -620 -2%
PL
2056
Parthenon LLC
Kentucky
$810K +$120K +4,200 +16%
SHWM
2057
Smith & Howard Wealth Management
Georgia
$806K -$104K -3,656 -11%
FFWA
2058
FRG Family Wealth Advisors
Washington
$801K +$3.48M +121,752 New
LIM
2059
Lathrop Investment Management
Arkansas
$796K +$16.1K +564 +2%
GMA
2060
Goldstein Munger & Associates
California
$795K +$114 +4 +0%
NFG
2061
Noven Financial Group
Colorado
$793K +$53.3K +1,864 +7%
NAP
2062
New Amsterdam Partners
New York
$791K -$253K -8,840 -23%
AII
2063
AGF Investments Inc
Ontario, Canada
$790K -$652K -22,800 -43%
PA
2064
Para Advisors
New York
$789K +$857K +30,000 New
HIP
2065
Hatteras Investment Partners
North Carolina
$788K +$856K +29,948 New
BCMIO
2066
Beacon Capital Management Inc (Ohio)
Ohio
$785K -$28.2K -988 -3%
AIC
2067
Ayalon Insurance Company
Israel
$785K – – –
NFM
2068
North Forty Management
Washington
$781K +$848K +29,680 New
LOCC
2069
Lombard Odier & Cie (Canada)
Quebec, Canada
$780K -$117K -4,100 -12%
HPBT
2070
High Point Bank & Trust
North Carolina
$780K -$11.4K -400 -1%
UFA
2071
US Financial Advisors
Massachusetts
$779K +$273K +9,556 +48%
BWM
2072
Biltmore Wealth Management
Arizona
$773K -$20.8K -728 -2%
AAM
2073
American Asset Management
Florida
$772K – – –
CCMT
2074
CMT Capital Markets Trading
Germany
$769K +$569K +19,920 +214%
HEIP
2075
Hudson Edge Investment Partners
New Jersey
$764K +$9.72K +340 +1%
81 82
83
84 85