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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2326
Divergent Wealth Advisors
Utah
$553K +$544K +5,840 New
TCM
2327
Tufton Capital Management
Maryland
$552K – – –
SFI
2328
SPC Financial Inc
Maryland
$551K +$110K +1,180 +25%
CVM
2329
Cheviot Value Management
California
$549K +$194K +2,080 +56%
IC
2330
Investment Counsel
Michigan
$547K +$112K +1,200 +28%
NFP
2331
Narus Financial Partners
Utah
$545K +$537K +5,760 New
CG
2332
Corundum Group
Colorado
$545K +$48.4K +520 +10%
SIS
2333
Sound Income Strategies
Florida
$545K +$93.2K +1,000 +21%
MIH
2334
Madison Investment Holdings
Wisconsin
$545K +$252K +2,700 +88%
NCM
2335
New Capital Management
Texas
$544K – – –
EPA
2336
Element Pointe Advisors
Florida
$543K +$14.9K +160 +3%
LCC
2337
Lincoln Capital Corp
Rhode Island
$542K +$27.9K +300 +6%
AIC
2338
Archer Investment Corporation
Indiana
$542K +$553K +5,940 +103%
AWM
2339
AllSquare Wealth Management
New York
$538K -$42.8K -460 -7%
BBA
2340
Braun-Bostich & Associates
Pennsylvania
$536K -$101K -1,080 -16%
SC
2341
Searle & Co
Connecticut
$536K +$7.45K +80 +1%
AIM
2342
AMI Investment Management
Indiana
$536K +$18.6K +200 +4%
ZIC
2343
ZWJ Investment Counsel
Georgia
$532K -$39.1K -420 -7%
WTFG
2344
Wells Trecaso Financial Group
Ohio
$532K -$16.8K -180 -3%
PAM
2345
Paradigm Asset Management
New York
$530K -$652K -7,000 -56%
BHTS
2346
Bar Harbor Trust Services
Maine
$530K – – –
WPSG
2347
Wealth & Pension Services Group
Georgia
$528K +$20.5K +220 +4%
DCM
2348
Driehaus Capital Management
Illinois
$528K +$24.2K +260 +5%
BCM
2349
Barometer Capital Management
Ontario, Canada
$526K +$261K +2,800 +101%
PSF
2350
Pacific Sun Financial
California
$526K +$518K +5,560 New
92 93
94
95 96