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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2226
Carlson Capital Management
Minnesota
$1.55M +$333K +7,972 +28%
MCMT
2227
Moon Capital Management (Tennessee)
Tennessee
$1.55M +$117K +2,808 +8%
NP
2228
NorthRock Partners
Minnesota
$1.54M +$106K +2,540 +7%
TFCP
2229
Twin Focus Capital Partners
Massachusetts
$1.54M +$167 +4 +0%
CWA
2230
Cypress Wealth Advisors
California
$1.54M -$194K -4,632 -11%
LFR
2231
Lehman Financial Resources
Pennsylvania
$1.53M +$167 +4 +0%
SAM
2232
Summit Asset Management
Tennessee
$1.53M +$218K +5,224 +17%
HA
2233
Harfst & Associates
Wyoming
$1.52M +$15.5K +372 +1%
TSS
2234
Two Sigma Securities
New York
$1.51M +$1.5M +35,792 New
CRWM
2235
Castle Rock Wealth Management
California
$1.51M +$1.49M +35,660 New
AEPG
2236
American Economic Planning Group
New Jersey
$1.5M +$117K +2,788 +9%
KM
2237
Kalos Management
Georgia
$1.5M +$461K +11,020 +45%
FCCM
2238
First City Capital Management
Georgia
$1.5M -$36.4K -872 -2%
EP
2239
Elkhorn Partners
Nebraska
$1.5M – – –
PRS
2240
Pinkerton Retirement Specialists
Idaho
$1.49M +$501 +12 +0%
LCC
2241
Lincoln Capital Corp
Rhode Island
$1.48M +$18.6K +444 +1%
PFC
2242
Phocas Financial Corp
California
$1.48M – – –
DAM
2243
Deltec Asset Management
New York
$1.48M – – –
SFPIA
2244
Stevens First Principles Investment Advisors
California
$1.48M +$6.69K +160 +0.5%
FWCM
2245
First Western Capital Management
California
$1.47M – – –
CMANY
2246
Capital Management Associates (New York)
New York
$1.47M -$1.67K -40 -0.1%
TIM
2247
Total Investment Management
Arizona
$1.47M -$25.2K -604 -2%
DAM
2248
Delta Asset Management
Tennessee
$1.46M -$37.6K -900 -3%
NEGWA
2249
New England Guild Wealth Advisors
Connecticut
$1.46M +$1.44M +34,508 New
MCIA
2250
Mountain Capital Investment Advisors
Colorado
$1.46M -$39.6K -948 -3%
88 89
90
91 92