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Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
1701
Risk Paradigm Group
Texas
$291K – – –
JFG
1702
JMG Financial Group
Illinois
$291K – – –
DMC
1703
Drexel Morgan & Co
Pennsylvania
$290K – – –
IC
1704
Iconiq Capital
California
$289K – – –
VCM
1705
Vision Capital Management
Oregon
$288K +$35.7K +350 +14%
NAM
1706
Nichols Asset Management
Massachusetts
$286K – – –
MI
1707
Montage Investments
Kansas
$284K -$68.5K -671 -20%
PL
1708
Parkwood LLC
Ohio
$282K +$280K +2,740 New
AW
1709
Alpha Windward
Massachusetts
$281K +$1.33K +13 +0.5%
ACI
1710
Alpha Cubed Investments
California
$281K +$27.9K +273 +11%
KC
1711
Kingfisher Capital
North Carolina
$280K -$12.8K -125 -4%
SLF
1712
Sun Life Financial
Ontario, Canada
$279K -$405K -3,964 -59%
CIC
1713
Chase Investment Counsel
Virginia
$279K – – –
KP
1714
Keel Point
Alabama
$279K +$75.4K +738 +37%
BCA
1715
Bray Capital Advisors
Florida
$278K +$20.4K +200 +8%
VNA
1716
Valley National Advisers
Pennsylvania
$278K +$23.6K +231 +9%
I2I
1717
Insight 2811 Inc
Illinois
$276K -$76K -744 -22%
KPCM
1718
Kings Point Capital Management
New York
$275K +$7.96K +78 +3%
CPP
1719
Crow Point Partners
Massachusetts
$274K +$276K +2,707 New
LFA
1720
Landmark Financial Advisors
Kentucky
$272K -$102 -1 -0%
AWMG
1721
Alliance Wealth Management Group
New Jersey
$272K – – –
BIA
1722
Barry Investment Advisors
Massachusetts
$271K -$6.33K -62 -2%
CIC
1723
Chilton Investment Company
Connecticut
$270K – – –
PTC
1724
Provident Trust Company
Wisconsin
$270K – – –
JRP
1725
Jasper Ridge Partners
California
$268K – – –
67 68
69
70 71