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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1451
Aviance Capital Management
Florida
$609K +$575K +1,638 New
CFGS
1452
Concourse Financial Group Securities
Alabama
$608K +$574K +1,635 New
TF
1453
Tompkins Financial
New York
$607K – – –
MTIM
1454
Marathon Trading Investment Management
Pennsylvania
$606K +$573K +1,630 New
WAG
1455
Winthrop Advisory Group
Massachusetts
$605K +$53K +151 +10%
SXL
1456
Summit X LLC
Missouri
$604K -$27.4K -78 -5%
TL
1457
TrueWealth LLC
Georgia
$604K +$351 +1 +0.1%
WPW
1458
Waldron Private Wealth
Pennsylvania
$604K +$23.9K +68 +4%
CG
1459
Cutler Group
California
$602K +$429K +1,221 +305%
LBC
1460
Lawrence B. Cohen
$601K -$70.3K -200 -11%
AFG
1461
Albion Financial Group
Utah
$595K – – –
CHP
1462
Cable Hill Partners
Oregon
$595K +$351 +1 +0.1%
MUS
1463
Mitsubishi UFJ Securities
Japan
$595K +$527K +1,500 +1,500%
SBSB
1464
Sullivan, Bruyette, Speros & Blaney
Virginia
$592K +$703 +2 +0.1%
ESBC
1465
E.S. Barr & Co
Kentucky
$585K – – –
HIM
1466
Hillsdale Investment Management
Ontario, Canada
$584K -$21.1K -60 -4%
BRM
1467
Boston Research & Management
Massachusetts
$584K – – –
GCA
1468
Gradient Capital Advisors
California
$584K +$1.41K +4 +0.3%
SSA
1469
South Street Advisors
New York
$582K -$3.51K -10 -0.6%
DAM
1470
Delta Asset Management
Tennessee
$579K +$351K +1,000 +179%
LFR
1471
Lehman Financial Resources
Pennsylvania
$578K +$167K +475 +44%
ACG
1472
Allen Capital Group
Nebraska
$576K -$75.5K -215 -12%
PA
1473
Perennial Advisors
New York
$576K +$351 +1 +0.1%
TI
1474
Truepoint Inc
Ohio
$574K +$24.9K +71 +5%
PHS
1475
Pekin Hardy Strauss
Illinois
$573K – – –
57 58
59
60 61