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Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
2501
Diversified Portfolios Inc
Michigan
$210K +$36.6K +440 +19%
GSIS
2502
Global Strategic Investment Solutions
Arizona
$210K +$233K +2,800 New
HFA
2503
High Falls Advisors
New York
$209K -$1.66K -20 -0.7%
BBWA
2504
Bell & Brown Wealth Advisors
California
$209K – – –
CA
2505
Cambridge Advisors
Nebraska
$207K -$21.6K -260 -9%
MSFP
2506
Mark Sheptoff Financial Planning
Connecticut
$207K +$8.31K +100 +4%
GCMG
2507
Gyroscope Capital Management Group
Florida
$207K +$229K +2,760 New
FNBTCON
2508
First National Bank & Trust Co of Newtown
Pennsylvania
$206K -$11.6K -140 -5%
CSA
2509
Cottage Street Advisors
Massachusetts
$206K +$231K +2,780 New
BWP
2510
BSW Wealth Partners
Colorado
$204K +$9.98K +120 +5%
IF
2511
Ironwood Financial
Arizona
$204K +$146K +1,760 +183%
GWM
2512
Graybill Wealth Management
Illinois
$203K – – –
TCM
2513
Tanaka Capital Management
New York
$203K – – –
PWS
2514
Paragon Wealth Strategies
Florida
$202K +$49.9K +600 +28%
MFG
2515
Monte Financial Group
Connecticut
$201K -$16.6K -200 -7%
ACA
2516
Aptus Capital Advisors
Alabama
$201K +$223K +2,680 New
PWP
2517
Personal Wealth Partners
Minnesota
$201K +$223K +2,680 New
CYG
2518
Clean Yield Group
Vermont
$200K -$41.6K -500 -16%
KLWA
2519
Kelly Lawrence W & Associates
California
$200K +$9.98K +120 +5%
RBC
2520
Roble Belko & Company
Pennsylvania
$195K -$4.99K -60 -2%
UOTTAIMCU
2521
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$195K +$216K +2,600 New
TIM
2522
Tortoise Investment Management
New York
$186K +$11.6K +140 +6%
SGS
2523
Sterling Global Strategies
California
$183K +$6.65K +80 +3%
PG
2524
Patten Group
Tennessee
$180K +$113K +1,360 +131%
CAM
2525
CenterStar Asset Management
Illinois
$173K – – –
99 100
101
102 103