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Name Holding Trade Value Shares
Change 		Change in
Stake
BHA
3376
Beech Hill Advisors
New York
$244K – – –
AFP
3377
Alpha Financial Partners
Kentucky
$244K +$257K +1,682 New
PIAS
3378
PCA Investment Advisory Services
Ohio
$243K +$21.3K +139 +9%
CP
3379
Capital Planning
Washington
$243K +$34K +222 +15%
LAM
3380
Lingohr Asset Management
Germany
$243K +$260K +1,700 New
BI
3381
Ballast Inc
Kentucky
$241K – – –
WA
3382
Wealthstream Advisors
New York
$241K +$10.7K +70 +4%
AA
3383
ABC Arbitrage
France
$240K +$254K +1,657 New
BA
3384
Bluesphere Advisors
Pennsylvania
$240K +$918 +6 +0.4%
SHWM
3385
Smith & Howard Wealth Management
Georgia
$239K – – –
FWSM
3386
First Wilshire Securities Management
California
$239K – – –
PFG
3387
Prospect Financial Group
Virginia
$239K +$252K +1,648 New
KWM
3388
Kiker Wealth Management
Georgia
$239K +$252K +1,647 New
ETS
3389
ESL Trust Services
New York
$238K +$245K +1,600 +3,478%
IWP
3390
IAG Wealth Partners
Wisconsin
$238K -$112K -731 -31%
WCM
3391
WealthBridge Capital Management
Ohio
$237K -$37.5K -245 -13%
AFAS
3392
Acorn Financial Advisory Services
Virginia
$237K +$765 +5 +0.3%
SF
3393
Safeguard Financial
Wisconsin
$237K -$167K -1,091 -40%
GWM
3394
GDS Wealth Management
Texas
$237K -$40.7K -266 -14%
DI
3395
Disciplined Investors
Texas
$236K +$233K +1,520 New
RBCM
3396
Raub Brock Capital Management
California
$236K +$1.07K +7 +0.4%
CFG
3397
Clayton Financial Group
Missouri
$236K – – –
NCM
3398
Northwest Capital Management
Oregon
$236K – – –
AIA
3399
Alternative Investment Advisors
Florida
$236K +$249K +1,627 New
MWM
3400
MBE Wealth Management
Wisconsin
$235K +$248K +1,621 New
134 135
136
137 138