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Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
2476
Grace & White Inc
New York
$363K – – –
RVPG
2477
Relative Value Partners Group
$363K -$136K -2,792 -29%
LA
2478
Lakeside Advisors
Washington
$362K -$4.88K -100 -1%
AT
2479
Avalon Trust
New Mexico
$362K +$338K +6,927 New
LC
2480
Lavaca Capital
Texas
$362K -$21.6K -442 -6%
SPWM
2481
Schrum Private Wealth Management
Florida
$360K +$488 +10 +0.1%
MC
2482
Montag & Caldwell
Georgia
$359K -$22K -450 -6%
MCM
2483
McRae Capital Management
New Jersey
$358K -$26.1K -534 -7%
OCG
2484
Opus Capital Group
Ohio
$358K -$4K -82 -1%
NEPPG
2485
New England Professional Planning Group
Rhode Island
$357K – – –
MF
2486
Montis Financial
Massachusetts
$357K – – –
PI
2487
PEAK6 Investments
Illinois
$356K -$3.38M -69,152 -91%
DDPIC
2488
Deroy & Devereaux Private Investment Counsel
Michigan
$356K – – –
FA
2489
Fortis Advisors
Pennsylvania
$355K -$102K -2,082 -23%
IA
2490
IFG Advisors
Missouri
$355K – – –
SLG
2491
Stanley-Laman Group
Pennsylvania
$354K -$29K -594 -8%
RCG
2492
Rock Creek Group
District of Columbia
$353K +$18.9K +386 +6%
PWP
2493
Pursue Wealth Partners
California
$352K -$11.2K -229 -3%
BFAG
2494
Blackston Financial Advisory Group
Florida
$352K -$12.2K -249 -4%
MPW
2495
Monterey Private Wealth
California
$351K -$84K -1,721 -20%
SAM
2496
Summit Asset Management
Tennessee
$350K +$18K +369 +6%
FL
2497
Fort LP
Maryland
$349K -$106K -2,173 -25%
DA
2498
Dillon & Associates
Michigan
$349K +$36.6K +750 +13%
CMI
2499
Clare Market Investments
Texas
$349K +$49.6K +1,015 +18%
EVM
2500
Evelyn V. Moreno
$347K -$537K -11,000 -62%
98 99
100
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