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Name Holding Trade Value Shares
Change 		Change in
Stake
DGI
2051
Disciplined Growth Investors
Minnesota
$933K – – –
AIS
2052
Accurate Investment Solutions
Pennsylvania
$929K +$183K +7,348 +27%
FIM
2053
FourPoints Investment Managers
France
$920K – – –
JHC
2054
JFB Holdings Corp
Georgia
$903K +$826K +33,140 New
BWA
2055
Burt Wealth Advisors
Maryland
$897K -$7.08K -284 -0.9%
APSP
2056
Asset Planning Services (Pennsylvania)
Pennsylvania
$897K +$162K +6,504 +25%
BL
2057
Balentine LLC
Georgia
$896K -$41.6K -1,668 -5%
FFWA
2058
FRG Family Wealth Advisors
Washington
$895K +$240K +9,616 +8%
NP
2059
NorthRock Partners
Minnesota
$890K +$20.3K +816 +3%
SFG
2060
SevenBridge Financial Group
Pennsylvania
$884K +$9.6M +385,388 New
PP
2061
Peconic Partners
New York
$877K – – –
MGAM
2062
McGowan Group Asset Management
Texas
$876K -$97K -3,892 -11%
HTI
2063
Hikari Tsushin Inc
Japan
$869K – – –
CAM
2064
Concorde Asset Management
Michigan
$868K -$147K -5,908 -16%
GCMG
2065
Gyroscope Capital Management Group
Florida
$865K -$1.1M -44,240 -58%
HPWM
2066
Highland Private Wealth Management
Washington
$861K +$788K +31,636 New
FIM
2067
Fernwood Investment Management
Massachusetts
$860K -$468K -18,800 -37%
CNFG
2068
Creegan & Nassoura Financial Group
New Hampshire
$860K -$222K -8,928 -22%
JFA
2069
JNBA Financial Advisors
Minnesota
$849K +$8.97K +360 +1%
VA
2070
Valmark Advisers
Ohio
$849K +$188K +7,560 +32%
LIM
2071
Lathrop Investment Management
Arkansas
$847K +$20.6K +828 +3%
CA
2072
Corrado Advisors
New Jersey
$843K +$201K +8,048 +35%
SAM
2073
Summit Asset Management
Tennessee
$837K +$158K +6,360 +26%
GMA
2074
Goldstein Munger & Associates
California
$828K +$4.98K +200 +0.7%
BIM
2075
Barton Investment Management
Pennsylvania
$828K +$265K +10,624 +54%
81 82
83
84 85