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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1101
Valeo Financial Advisors
Indiana
$405K -$10.5K -154 -2%
LPC
1102
Loeb Partners Corp
New York
$405K – – –
HCM
1103
Howland Capital Management
Massachusetts
$404K -$14.4K -212 -3%
WGA
1104
Weather Gauge Advisory
Virginia
$403K +$440K +6,460 New
HC
1105
HNP Capital
New York
$402K +$438K +6,441 New
SIA
1106
Starfire Investment Advisers
Michigan
$402K +$440K +6,461 New
JFL
1107
Jarislowsky, Fraser Ltd
Quebec, Canada
$400K -$34.7K -510 -7%
SP
1108
Successful Portfolios
Florida
$399K -$204 -3 -0%
PG
1109
Patten Group
Tennessee
$399K +$79.4K +1,167 +22%
CM
1110
CoreCommodity Management
Connecticut
$398K -$138K -2,023 -24%
SC
1111
Searle & Co
Connecticut
$398K – – –
FIM
1112
Frontier Investment Management
Texas
$398K +$9.12K +134 +2%
PB
1113
Pinnacle Bancorp
Nebraska
$398K +$434K +6,385 New
CRC
1114
Curi RMB Capital
Illinois
$396K -$74.8K -1,100 -15%
WA1
1115
Wimmer Associates 1
California
$394K +$149K +2,185 +53%
DBT
1116
Dubuque Bank & Trust
Iowa
$393K – – –
RCAG
1117
Rehmann Capital Advisory Group
Michigan
$392K -$37.5K -551 -8%
CF
1118
Copperwynd Financial
Arizona
$392K +$12.7K +187 +3%
SHCM
1119
Stokes & Hubbell Capital Management
Louisiana
$390K -$102K -1,497 -19%
FSA
1120
Franklin Street Advisors
North Carolina
$389K -$14.6K -215 -3%
BDF
1121
Balasa Dinverno & Foltz
$388K +$544 +8 +0.1%
BI
1122
Bramshill Investments
Florida
$388K +$404K +5,939 +2,144%
SVWA
1123
Sound View Wealth Advisors
Georgia
$388K +$423K +6,222 New
FHA
1124
First Horizon Advisors
Tennessee
$387K -$78.6K -1,155 -16%
PP
1125
PDS Planning
Ohio
$385K -$16.3K -240 -4%
43 44
45
46 47