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Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1526
Signature Financial Management
Virginia
$528K -$32.6K -1,000 -6%
CWM
1527
Concert Wealth Management
California
$525K -$772K -23,683 -59%
I2I
1528
Insight 2811 Inc
Illinois
$525K +$114K +3,485 +26%
NVIM
1529
New Vernon Investment Management
Illinois
$524K – – –
RCS
1530
Retirement Capital Strategies
California
$524K – – –
FPCP
1531
Fort Point Capital Partners
California
$522K -$47.8K -1,467 -8%
GVT
1532
Genesee Valley Trust
New York
$522K -$1.14K -35 -0.2%
PAS
1533
Partnervest Advisory Services
California
$522K +$60.6K +1,861 +13%
HCM
1534
Highlander Capital Management
New Jersey
$518K – – –
PH
1535
Pinnacle Holdings
Oklahoma
$514K +$52.8K +1,620 +11%
MJP
1536
Michael J. Puzo
$510K -$134K -4,120 -20%
CCB
1537
Cutter & Co Brokerage
Missouri
$510K +$23.5K +720 +5%
BCM
1538
Boltwood Capital Management
California
$508K -$992K -30,460 -65%
SCM
1539
Schnieders Capital Management
California
$508K -$30.9K -949 -6%
BCP
1540
Berkeley Capital Partners
Georgia
$502K -$45.4K -1,393 -8%
CA
1541
Cortland Associates
Missouri
$502K – – –
AAM
1542
Autus Asset Management
Arizona
$499K -$25.8K -791 -5%
FRM
1543
Fox Run Management
Connecticut
$498K +$94.5K +2,900 +22%
MSS
1544
Mitchell Sinkler & Starr
Pennsylvania
$496K -$29.6K -910 -5%
BEAM
1545
Baker Ellis Asset Management
Washington
$494K -$32.3K -991 -6%
HA
1546
Harfst & Associates
Wyoming
$494K +$140K +4,290 +37%
HCM
1547
Howland Capital Management
Massachusetts
$491K -$28K -859 -5%
WI
1548
Wintrust Investments
Illinois
$490K +$37.5K +1,150 +8%
BLA
1549
Balter Liquid Alternatives
Massachusetts
$490K +$510K +15,645 New
GCAC
1550
Guardian Capital Advisors (Canada)
Ontario, Canada
$489K -$30.9K -950 -6%
60 61
62
63 64