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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1776
CWH Capital Management
Washington
$211K +$217K +630 New
EWM
1777
Evermay Wealth Management
Virginia
$210K – – –
WPIC
1778
White Pine Investment Company
Michigan
$210K – – –
BFC
1779
Bedel Financial Consulting
Indiana
$210K +$344 +1 +0.2%
LAIC
1780
Lederer & Associates Investment Counsel
California
$209K -$91.2K -265 -30%
SIAP
1781
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$209K – – –
FUBT
1782
First United Bank & Trust
Maryland
$207K -$3.44K -10 -2%
NC
1783
NewSquare Capital
Pennsylvania
$207K – – –
ZF
1784
Zhang Financial
Michigan
$207K +$212K +616 New
BMC
1785
Benin Management Corp
Connecticut
$205K – – –
CRIG
1786
Charter Research & Investment Group
Connecticut
$203K -$56.8K -165 -21%
SP
1787
Successful Portfolios
Florida
$203K +$208K +606 New
CF
1788
Corrigan Financial
Rhode Island
$203K +$208K +604 New
WCAMG
1789
Woodard & Company Asset Management Group
North Carolina
$201K -$34.4K -100 -14%
EGM
1790
Engineers Gate Manager
New York
$201K -$3.77M -10,959 -95%
BFM
1791
Boothbay Fund Management
New York
$201K -$688K -2,000 -77%
DWM
1792
Dynasty Wealth Management
Florida
$201K +$206K +598 New
AC
1793
Addison Capital
Pennsylvania
$201K +$206K +600 New
KC
1794
Kingfisher Capital
North Carolina
$201K +$206K +600 New
GAM
1795
Gemmer Asset Management
California
$199K +$6.19K +18 +3%
FPFS
1796
First Personal Financial Services
North Carolina
$197K -$547K -1,589 -73%
MWM
1797
MinichMacGregor Wealth Management
New York
$193K -$33.4K -97 -14%
DAM
1798
Delta Asset Management
Tennessee
$188K – – –
KCPG
1799
Kavar Capital Partners Group
Kansas
$188K – – –
PCP
1800
Proficio Capital Partners
Massachusetts
$187K +$3.78K +11 +2%
70 71
72
73 74