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Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1351
Fort Sheridan Advisors
Illinois
$581K – – –
WCM
1352
Washington Capital Management
Washington
$580K – – –
SM
1353
Southport Management
Wyoming
$580K +$117K +1,000 +25%
CCM
1354
Carlson Capital Management
Minnesota
$577K +$581K +4,969 New
FAIM
1355
Financial Advocates Investment Management
Washington
$573K -$47.5K -406 -8%
GAAM
1356
Guinness Atkinson Asset Management
California
$573K +$10.3K +88 +2%
CIAS
1357
Capital Investment Advisory Services
North Carolina
$573K -$11.3K -97 -2%
BFPW
1358
BOK Financial Private Wealth
Colorado
$567K +$11.7K +100 +2%
PCM
1359
Princeton Capital Management
New Jersey
$563K – – –
AO
1360
Advisor OS
Illinois
$563K +$86K +735 +18%
HIP
1361
Harrell Investment Partners
Texas
$563K +$936 +8 +0.2%
CFS
1362
CRA Financial Services
New Jersey
$562K +$16.3K +139 +3%
9WM
1363
9258 Wealth Management
Ohio
$561K – – –
BOS
1364
Bank of Stockton
California
$561K +$90.9K +777 +18%
KA
1365
Kerrisdale Advisers
Florida
$561K -$529K -4,520 -48%
SP
1366
Successful Portfolios
Florida
$558K -$585 -5 -0.1%
SFS
1367
Stiles Financial Services
Minnesota
$557K +$2.92K +25 +0.5%
ASG
1368
Ariston Services Group
California
$556K +$560K +4,788 New
BMO
1369
Beck Mack & Oliver
New York
$554K – – –
BCM
1370
Birmingham Capital Management
Alabama
$553K -$32.3K -276 -5%
FFA
1371
First Foundation Advisors
California
$552K -$46K -393 -8%
TFF
1372
The Family Firm
Maryland
$551K -$14K -120 -2%
MIP
1373
Marietta Investment Partners
Wisconsin
$548K – – –
DFG
1374
Delta Financial Group
New Jersey
$546K -$53.1K -454 -9%
MFA
1375
Mayflower Financial Advisors
Massachusetts
$546K +$585 +5 +0.1%
53 54
55
56 57