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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1351
Jacobus Wealth Management
Wisconsin
$331K +$7.78K +80 +3%
GS
1352
Girard Securities
California
$330K +$310K +3,184 New
PI
1353
Pettee Investors
Connecticut
$327K – – –
TFA
1354
Transamerica Financial Advisors
Florida
$327K +$248K +2,550 +424%
IP
1355
Investment Partners
Ohio
$326K +$324K +3,331 New
MWP
1356
MYCIO Wealth Partners
Pennsylvania
$325K +$97.6K +1,004 +47%
NAP
1357
New Amsterdam Partners
New York
$324K +$58.3K +600 +24%
DAS
1358
Dynamic Advisor Solutions
Arizona
$323K +$302K +3,111 New
GWM
1359
Gupta Wealth Management
California
$322K -$192K -1,976 -39%
GA
1360
Geller Advisors
New York
$322K -$106K -1,090 -26%
HK
1361
Horizon Kinetics
New York
$321K +$300K +3,090 New
MPI
1362
Mairs & Power Inc
Minnesota
$318K -$72.9K -750 -20%
FM
1363
Foster & Motley
Ohio
$318K +$34.3K +353 +13%
JG
1364
Jefferies Group
New York
$314K -$4.7M -48,300 -94%
GT
1365
Greenleaf Trust
Michigan
$314K -$67.6K -695 -19%
SIM
1366
SSI Investment Management
California
$312K – – –
PP
1367
Patten & Patten
Tennessee
$312K +$49K +504 +20%
RCAMU
1368
Rothschild & Co Asset Management US
Connecticut
$312K +$69.8K +718 +31%
GCIA
1369
Gabelli & Co Investment Advisers
New York
$311K – – –
IAA
1370
Ironsides Asset Advisors
North Carolina
$311K +$291K +2,994 New
FFA
1371
First Foundation Advisors
California
$310K -$4.38K -45 -1%
MJRIC
1372
Mogy Joel R Investment Counsel
California
$309K +$261K +2,683 +900%
WCM
1373
Windsor Capital Management
Arizona
$307K +$194 +2 +0.1%
SFM
1374
Signature Financial Management
Virginia
$306K -$27.2K -280 -9%
VWM
1375
Vector Wealth Management
Minnesota
$305K +$5.25K +54 +2%
53 54
55
56 57