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Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1601
Steigerwald Gordon & Koch
Virginia
$208K – – –
BC
1602
Balestra Capital
New York
$207K – – –
TFA
1603
Toth Financial Advisory
Virginia
$207K – – –
BAM
1604
Banta Asset Management
California
$206K – – –
PVH
1605
Psagot Value Holdings
Israel
$205K +$6.15K +50 +3%
PGA
1606
Portland Global Advisors
Maine
$205K +$207K +1,686 New
LSC
1607
Lesa Sroufe & Co
Washington
$202K +$204K +1,662 New
RHBC
1608
R.H. Bluestein & Co
Michigan
$202K +$205K +1,665 New
GI
1609
Gradient Investments
Minnesota
$198K +$62.3K +507 +45%
SAM
1610
Solaris Asset Management
New York
$187K – – –
KIG
1611
Kessler Investment Group
Indiana
$183K +$185K +1,503 New
USGIU
1612
U.S. Global Investors (USGI)
Texas
$182K – – –
FI
1613
FCM Investments
Texas
$180K – – –
MI
1614
Mercer Investments
Massachusetts
$167K -$50.4K -410 -23%
IA
1615
IndexIQ Advisors
New York
$165K -$1.33M -10,817 -89%
RIA
1616
Regal Investment Advisors
Michigan
$153K -$12.3K -100 -7%
LFG
1617
LifePlan Financial Group
Ohio
$153K +$138K +1,126 +834%
SFS
1618
Signator Financial Services
Massachusetts
$150K +$7.99K +65 +6%
TCM
1619
Tetrem Capital Management
Manitoba, Canada
$145K +$147K +1,192 New
WCMN
1620
Westchester Capital Management (Nebraska)
Nebraska
$143K – – –
FWM
1621
Focused Wealth Management
New York
$142K +$144K +1,172 New
NCMG
1622
NCM Capital Management Group
North Carolina
$136K -$6.15K -50 -4%
PR
1623
Payden & Rygel
California
$128K – – –
MWAM
1624
Mariner Wealth Advisors (Madison)
Kansas
$124K +$2.58K +21 +2%
EMA
1625
Efficient Market Advisors
California
$122K – – –
63 64
65
66 67