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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1001
Boltwood Capital Management
California
$658K +$8.22K +120 +1%
IHL
1002
Investment House LLC
California
$657K – – –
EHC
1003
Everett Harris & Co
California
$655K -$15.4K -225 -3%
CCC
1004
Chesapeake Capital Corp
Florida
$655K +$595K +8,683 New
TCM
1005
Traub Capital Management
Massachusetts
$654K -$122K -1,785 -17%
CT
1006
Chicago Trust
Illinois
$650K -$10.9K -159 -2%
SIA
1007
Strategic Investment Advisors
Michigan
$644K +$28.8K +420 +5%
LFAS
1008
Level Four Advisory Services
Texas
$643K -$44K -642 -7%
BMC
1009
Benin Management Corp
Connecticut
$640K -$2.26K -33 -0.4%
EWM
1010
Empirical Wealth Management
Washington
$635K +$578K +8,428 New
SSG
1011
Summit Securities Group
New York
$632K +$516K +7,536 +885%
WC
1012
Waterloo Capital
Texas
$625K +$70.4K +1,027 +14%
VCA
1013
Verdence Capital Advisors
Maryland
$623K -$21K -307 -4%
NGA
1014
Naples Global Advisors
Florida
$622K +$15.1K +221 +3%
PI
1015
Pettee Investors
Connecticut
$620K -$45.2K -660 -7%
SWM
1016
Silverlake Wealth Management
Vermont
$619K +$2.26K +33 +0.4%
PA
1017
Parallel Advisors
California
$610K -$23.1K -337 -4%
DI
1018
Diligent Investors
California
$609K -$18.6K -271 -3%
HCM
1019
Howard Capital Management
Georgia
$603K -$462K -6,739 -46%
LJHT
1020
Laurie J. Hall Trustee
$603K – – –
KA
1021
Kovack Advisors
Florida
$603K +$5.62K +82 +1%
KCFA
1022
Key Client Fiduciary Advisors
New Jersey
$601K +$12.2K +178 +2%
VCM
1023
Versant Capital Management
Arizona
$598K -$111K -1,614 -17%
CI
1024
Conning Inc
Connecticut
$598K – – –
QI
1025
Qtron Investments
Massachusetts
$597K +$543K +7,924 New
39 40
41
42 43