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Name Holding Trade Value Shares
Change 		Change in
Stake
SGS
1701
Sterling Global Strategies
California
$271K +$13.3K +125 +5%
TAM
1702
Trillium Asset Management
Massachusetts
$269K – – –
DWM
1703
Dakota Wealth Management
Florida
$268K – – –
ACPU
1704
Arrowgrass Capital Partners (US)
Delaware
$267K +$272K +2,546 New
CAW
1705
Cornerstone Advisors (Washington)
Washington
$266K -$62.4K -585 -19%
PFC
1706
Poplar Forest Capital
California
$265K – – –
HCA
1707
Horan Capital Advisors
Ohio
$264K -$33.1K -310 -11%
FMP
1708
Financial Management Professionals
Texas
$264K -$4.38K -41 -2%
BWP
1709
BSW Wealth Partners
Colorado
$262K -$427K -3,999 -62%
BHTS
1710
Bar Harbor Trust Services
Maine
$258K -$10.7K -100 -4%
VCM
1711
Vision Capital Management
Oregon
$258K +$45.2K +424 +21%
EGM
1712
Engineers Gate Manager
New York
$253K -$1.15M -10,736 -82%
BRA
1713
Bender Robert & Associates
California
$253K +$25.6K +240 +11%
PAM
1714
Pope Asset Management
Tennessee
$252K – – –
CIC
1715
Cornercap Investment Counsel
Georgia
$252K +$5.23K +49 +2%
TIM
1716
Tortoise Investment Management
New York
$251K – – –
WA
1717
Wealth Architects
California
$248K -$23.6K -221 -9%
AP
1718
AHL Partners
United Kingdom
$247K +$251K +2,349 New
SIG
1719
Stanford Investment Group
California
$246K – – –
VFP
1720
Verus Financial Partners
Virginia
$246K +$15.7K +147 +7%
SAM
1721
Strategy Asset Managers
California
$245K -$29.1K -273 -10%
GA
1722
GFS Advisors
Texas
$243K -$3.42K -32 -1%
BL
1723
BCWM LLC
Kansas
$242K +$53.4K +500 +28%
CS
1724
Cannell & Spears
New York
$240K +$10.1K +95 +4%
LWM
1725
Lenox Wealth Management
Ohio
$237K -$7.79K -73 -3%
67 68
69
70 71