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Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
1301
Marshall Financial Group (Maryland)
Maryland
$1.4M +$75.5K +157 +5%
KA
1302
Kerrisdale Advisers
Florida
$1.4M -$9.96M -20,696 -87%
BSAM
1303
Blue Square Asset Management
New York
$1.39M +$452K +940 +44%
AFS
1304
Aft Forsyth & Sober
Florida
$1.39M – – –
ACM
1305
Ativo Capital Management
Illinois
$1.38M -$55.8K -116 -4%
MLA
1306
My Legacy Advisors
Oregon
$1.37M +$1.44M +3,002 New
AAIM
1307
American Assets Investment Management
California
$1.37M – – –
BBI
1308
Baxter Bros Inc
Connecticut
$1.35M +$1.43M +2,968 New
FPS
1309
Fieldpoint Private Securities
Connecticut
$1.35M -$1.45M -3,018 -50%
BRG
1310
Bay Rivers Group
Virginia
$1.35M +$21.2K +44 +2%
CWG
1311
Crown Wealth Group
North Carolina
$1.35M +$1.42M +2,955 New
BONH
1312
Bank of New Hampshire
New Hampshire
$1.34M +$27.4K +57 +2%
PWP
1313
Principle Wealth Partners
Connecticut
$1.34M +$472K +982 +50%
LSA
1314
L & S Advisors
California
$1.34M +$1.41M +2,933 New
MC
1315
Moors & Cabot
Massachusetts
$1.33M +$52.4K +109 +4%
CT
1316
Chicago Trust
Illinois
$1.32M +$376K +782 +37%
WCA
1317
Waratah Capital Advisors
Ontario, Canada
$1.32M -$382K -794 -21%
SFA
1318
Sequoia Financial Advisors
Ohio
$1.32M +$168K +349 +14%
KLC
1319
Knowledge Leaders Capital
Colorado
$1.31M – – –
RB
1320
Rodgers Brothers
Pennsylvania
$1.31M – – –
VFA
1321
Valeo Financial Advisors
Indiana
$1.31M +$118K +245 +9%
CAG
1322
Csenge Advisory Group
Florida
$1.31M +$216K +450 +19%
ECA
1323
Elevated Capital Advisors
Utah
$1.31M +$1.38M +2,869 New
SFS
1324
Stiles Financial Services
Minnesota
$1.31M +$60.6K +126 +5%
PJSIMP
1325
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.3M -$58.2K -121 -4%
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