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Name Holding Trade Value Shares
Change 		Change in
Stake
SJIC
1476
St. James Investment Company
Texas
$605K +$49K +560 +10%
AFP
1477
Ausdal Financial Partners
Iowa
$604K +$14.1K +161 +3%
MA
1478
MCF Advisors
Kentucky
$604K +$47.5K +543 +9%
MCWS
1479
McKinley Carter Wealth Services
West Virginia
$604K +$85.6K +979 +18%
SAM
1480
Summit Asset Management
Tennessee
$603K +$262 +3 +0%
LBC
1481
Lawrence B. Cohen
$602K – – –
ADL
1482
Asset Dedication LLC
California
$597K -$168K -1,920 -23%
WC
1483
Woodstock Corp
Massachusetts
$597K +$283K +3,233 +107%
CAS
1484
Cue Advisory Services
Arizona
$596K -$18.9K -216 -3%
VC
1485
Vicus Capital
Pennsylvania
$593K -$8.31K -95 -2%
RVPG
1486
Relative Value Partners Group
$591K – – –
PIA
1487
Peachtree Investment Advisors
Georgia
$589K – – –
MFS
1488
Madrona Financial Services
Washington
$587K -$50.8K -581 -9%
C
1489
CFO4Life
Texas
$586K +$172K +1,966 +47%
JWM
1490
Jacobus Wealth Management
Wisconsin
$576K -$262K -3,000 -33%
ICOM
1491
Investment Counselors of Maryland
Maryland
$576K – – –
MBA
1492
McQueen Ball & Associates
Pennsylvania
$575K -$105K -1,199 -17%
TFF
1493
The Family Firm
Maryland
$575K -$33.5K -383 -6%
AIIMS
1494
Analyst IMS Investment Management Services
Israel
$572K – – –
IR
1495
IAT Reinsurance
New York
$572K – – –
HCC
1496
Hirtle Callaghan & Co
Pennsylvania
$572K +$525K +6,000 New
NFG
1497
Nations Financial Group
Iowa
$571K +$195K +2,227 +59%
AWM
1498
Altavista Wealth Management
North Carolina
$570K +$19.6K +224 +4%
FDCC
1499
Foster Dykema Cabot & Co
Massachusetts
$568K -$30.2K -345 -5%
AAC
1500
Asset Advisors Corp
Georgia
$563K -$26.2K -300 -5%
58 59
60
61 62