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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1851
Lenox Wealth Management
Ohio
$210K +$117K +386 +110%
GIA
1852
Gladstone Institutional Advisory
Florida
$210K +$224K +738 New
AA
1853
ALPS Advisors
Colorado
$209K -$142K -469 -39%
SDH
1854
Sloy Dahl & Holst
Washington
$209K -$10.6K -35 -5%
NCM
1855
New Capital Management
Texas
$209K – – –
TFA
1856
Toth Financial Advisory
Virginia
$209K – – –
EAM
1857
Evanson Asset Management
California
$208K +$3.34K +11 +2%
HHGA
1858
Halbert Hargrove Global Advisors
California
$208K +$221K +729 New
DDC
1859
DF Dent & Co
Maryland
$207K +$221K +727 New
GCM
1860
Gibraltar Capital Management
Oklahoma
$207K +$221K +727 New
SWM
1861
Segment Wealth Management
Texas
$206K +$219K +723 New
WC
1862
Weil Company
California
$205K -$12.1K -40 -5%
SFM
1863
Signet Financial Management
New Jersey
$204K +$203K +670 New
ARTA
1864
A.R.T. Advisors
New York
$203K -$17.2M -56,800 -99%
TC
1865
Truvestments Capital
Florida
$202K -$62.2K -205 -20%
CANC
1866
Culbertson A N & Co
Virginia
$202K +$215K +710 New
CAM
1867
Cidel Asset Management
Ontario, Canada
$201K -$390K -1,284 -65%
FPCG
1868
Fort Pitt Capital Group
Pennsylvania
$200K +$213K +703 New
JIR
1869
James Investment Research
Ohio
$198K +$211K +696 New
MCA
1870
Mercer Capital Advisers
New Jersey
$196K – – –
AP
1871
Atwood & Palmer
Missouri
$191K +$30.3K +100 +18%
PCMC
1872
Private Capital Management (Colorado)
Colorado
$189K +$201K +664 New
BL
1873
Balentine LLC
Georgia
$186K +$39.4K +130 +25%
FCM
1874
Firestone Capital Management
Florida
$185K +$3.34K +11 +2%
BWM
1875
BerganKDV Wealth Management
Minnesota
$184K – – –
73 74
75
76 77