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Name Holding Trade Value Shares
Change 		Change in
Stake
JAFL
1051
Jay A. Fishman Ltd
Michigan
$838K – – –
DMBA
1052
Deseret Mutual Benefit Administrators
Utah
$834K -$257K -2,798 -25%
HDIM
1053
Hanson & Doremus Investment Management
Vermont
$834K -$15K -163 -2%
EHC
1054
Everett Harris & Co
California
$832K – – –
PSP
1055
Principal Street Partners
Tennessee
$828K +$761K +8,278 New
CG
1056
Colony Group
Massachusetts
$825K +$758K +8,247 New
MMPW
1057
Mitchell McLeod Pugh & Williams
Alabama
$823K +$39.1K +425 +5%
OPA
1058
Old Port Advisors
Maine
$816K -$8.64K -94 -1%
BBNA
1059
Bremer Bank National Association
Minnesota
$814K -$16.5K -179 -2%
AIM
1060
Anchor Investment Management
South Carolina
$811K -$22.9K -249 -3%
JC
1061
JB Capital
Connecticut
$810K +$22.3K +242 +3%
MHS
1062
M Holdings Securities
Oregon
$809K +$744K +8,090 New
OPWM
1063
Oakwell Private Wealth Management
Texas
$803K +$23.5K +256 +3%
BCAM
1064
Boston Common Asset Management
Massachusetts
$802K +$188K +2,049 +34%
KTC
1065
Kistler-Tiffany Companies
Pennsylvania
$802K +$687K +7,466 +1,357%
GCAC
1066
Guardian Capital Advisors (Canada)
Ontario, Canada
$797K +$18.4K +200 +3%
AAS
1067
Ameritas Advisory Services
Nebraska
$797K +$36.1K +392 +5%
CST
1068
Charles Schwab Trust
Nevada
$794K – – –
SPFA
1069
Summit Place Financial Advisors
New Jersey
$793K -$467K -5,075 -39%
BIAS
1070
Beacon Investment Advisory Services
New Jersey
$791K +$81.6K +887 +13%
RCM
1071
Raleigh Capital Management
North Carolina
$787K +$55K +598 +8%
GAAM
1072
Guinness Atkinson Asset Management
California
$782K +$20.3K +221 +3%
WA
1073
WBH Advisory
Maryland
$781K -$29.5K -321 -4%
IFWM
1074
Institute for Wealth Management
Colorado
$779K -$7.08K -77 -1%
HIC
1075
Holderness Investments Company
North Carolina
$779K -$460 -5 -0.1%
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