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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1601
Merrion Investment Management
New Jersey
$279K +$333K +1,200 New
RIM
1602
Rockbridge Investment Management
New York
$278K -$13K -47 -4%
NFG
1603
NewFocus Financial Group
Washington
$277K -$15.5K -56 -4%
PP
1604
Patron Partners
Texas
$277K +$330K +1,190 New
P
1605
Palladiem
Pennsylvania
$276K +$330K +1,188 New
MA
1606
MUFG Americas
New York
$275K – – –
MCM
1607
Mengis Capital Management
Oregon
$275K +$88.8K +320 +37%
IA
1608
IFG Advisors
Missouri
$274K -$11.4K -41 -3%
AF
1609
Aldebaran Financial
$273K – – –
GBBWRPM
1610
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$271K +$8.88K +32 +3%
AIC
1611
Ameritas Investment Company
Nebraska
$270K -$330K -1,189 -51%
IFG
1612
Investors Financial Group
Minnesota
$270K +$36.6K +132 +13%
MFS
1613
Madrona Financial Services
Washington
$270K +$47.2K +170 +17%
CGA
1614
Crescent Grove Advisors
Illinois
$270K +$322K +1,159 New
WEC
1615
Winslow Evans & Crocker
Massachusetts
$269K -$389K -1,402 -35%
EI
1616
Ellevest Inc
New York
$269K -$175K -631 -35%
VC
1617
Veracity Capital
Georgia
$269K -$86.1K -310 -21%
SNT
1618
Security National Trust
West Virginia
$266K – – –
CA
1619
Capital Advantage
California
$266K +$307K +1,106 New
PA
1620
Procyon Advisors
Connecticut
$265K -$30.5K -110 -9%
IDA
1621
Intelligence Driven Advisers
California
$265K -$9.72K -35 -3%
PWM
1622
PBMares Wealth Management
Virginia
$264K – – –
HL
1623
HeadInvest LLC
Maine
$264K +$124K +445 +64%
VFM
1624
Vivid Financial Management
California
$263K -$326K -1,176 -51%
AFS
1625
Annapolis Financial Services
Maryland
$261K +$312K +1,123 New
63 64
65
66 67