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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1351
Regal Investment Advisors
Michigan
$949K +$70.5K +701 +8%
BC
1352
Barnett & Company
Tennessee
$948K – – –
BWM
1353
Bernicke Wealth Management
Wisconsin
$945K -$905 -9 -0.1%
BP
1354
Ballentine Partners
Massachusetts
$945K -$302 -3 -0%
AIM
1355
Aspen Investment Management
Michigan
$944K +$4.02K +40 +0.4%
CCM
1356
Check Capital Management
California
$942K +$314K +3,125 +53%
CPO
1357
Cerity Partners OCIO
New York
$939K -$61.9K -615 -6%
WF
1358
WealthTrust Fairport
Ohio
$937K -$40.2K -400 -4%
FHC
1359
First Heartland Consultants
Missouri
$935K +$28.3K +281 +3%
AP
1360
Appleton Partners
Massachusetts
$934K -$67.9K -675 -7%
MSTVIM
1361
Messner & Smith Theme Value Investment Management
California
$933K +$477K +4,740 +114%
CIA
1362
Capital Impact Advisors
Massachusetts
$931K +$894K +8,885 New
DRD
1363
Dennis R. Delaney
$928K -$20.1K -200 -2%
DCM
1364
Donaldson Capital Management
Indiana
$926K +$22.6K +225 +3%
PMFA
1365
Plante Moran Financial Advisors
Michigan
$921K -$49.3K -490 -5%
ECM
1366
Ensemble Capital Management
California
$919K -$148K -1,470 -14%
SCG
1367
Sonata Capital Group
Washington
$919K -$90.5K -900 -9%
SAM
1368
Shamrock Asset Management
Texas
$914K +$48.2K +479 +6%
PFA
1369
Paradigm Financial Advisors
Missouri
$908K +$3.02K +30 +0.3%
NPA
1370
Nichols & Pratt Advisers
Massachusetts
$907K -$27.4K -272 -3%
SCM
1371
Southport Capital Management
Tennessee
$906K -$628K -6,248 -42%
DE
1372
Day & Ennis
Georgia
$904K +$1.01K +10 +0.1%
FPCG
1373
Fort Pitt Capital Group
Pennsylvania
$901K -$40.1K -399 -4%
IAA
1374
Ironsides Asset Advisors
North Carolina
$897K -$526K -5,233 -38%
NAM
1375
Needelman Asset Management
California
$890K – – –
53 54
55
56 57