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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1026
Stonnington Group
California
$818K – – –
HI
1027
Harbour Investments
Wisconsin
$818K +$939K +9,110 New
CA
1028
Cullinan Associates
Kentucky
$817K – – –
SIM
1029
Sentry Investment Management
Wisconsin
$815K -$507K -4,919 -35%
AA
1030
Advisory Alpha
Michigan
$814K -$6.49K -63 -0.7%
PP
1031
PDS Planning
Ohio
$807K +$50.8K +493 +6%
GWCM
1032
Godshalk Welsh Capital Management
Pennsylvania
$804K -$10.3K -100 -1%
BOPW
1033
Brandywine Oak Private Wealth
Pennsylvania
$803K +$618 +6 +0.1%
KFS
1034
Kurt F. Somerville
$800K -$129K -1,250 -12%
UIA
1035
UBP Investment Advisors
Switzerland
$800K +$918K +8,907 New
ESB
1036
Essex Savings Bank
Connecticut
$799K -$6.49K -63 -0.7%
FM
1037
Foster & Motley
Ohio
$797K -$22.6K -219 -2%
AAS
1038
Ameritas Advisory Services
Nebraska
$792K +$87.4K +848 +11%
MLM
1039
Mount Lucas Management
Pennsylvania
$789K +$905K +8,784 New
CW
1040
CreativeOne Wealth
Kansas
$787K +$11.8K +115 +1%
RMC
1041
Resources Management Corp
Connecticut
$786K -$2.58K -25 -0.3%
AFM
1042
Abbot Financial Management
Massachusetts
$786K – – –
BMC
1043
Beaton Management Company
Massachusetts
$777K -$41.2K -400 -4%
CAM
1044
Campion Asset Management
Virginia
$776K -$5.15K -50 -0.6%
BCCM
1045
Bridge Creek Capital Management
Massachusetts
$775K -$104K -1,007 -10%
LIM
1046
Leavell Investment Management
Alabama
$774K +$13.1K +127 +2%
RCM
1047
Raleigh Capital Management
North Carolina
$773K +$74.9K +727 +9%
GLA
1048
Good Life Advisors
Pennsylvania
$772K -$38.3K -372 -4%
PCM
1049
Pointe Capital Management
Michigan
$770K – – –
GCP
1050
GSA Capital Partners
United Kingdom
$770K +$884K +8,579 New
40 41
42
43 44