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Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
1701
Opus Capital Group
Ohio
$634K +$305K +2,555 +85%
RCA
1702
Rowland Carmichael Advisors
Arizona
$633K – – –
EWF
1703
Epstein & White Financial
California
$631K +$13.4K +112 +2%
WI
1704
Wedgewood Investors
Pennsylvania
$629K – – –
FHC
1705
First Heartland Consultants
Missouri
$628K +$27.6K +231 +4%
PAWC
1706
P.A.W. Capital
Connecticut
$627K -$59.8K -500 -8%
VSI
1707
Verde Servicos Internacionais
Brazil
$627K +$657K +5,500 New
OA
1708
Outfitter Advisors
Virginia
$623K -$32.9K -275 -5%
NIM
1709
NuWave Investment Management
New Jersey
$622K -$58.6K -490 -8%
FSA
1710
Financial Services Advisory
Maryland
$622K +$652K +5,451 New
BFA
1711
Beaumont Financial Advisors
Massachusetts
$621K -$24.6K -206 -4%
MC
1712
Mathes Company
New York
$619K – – –
SFG
1713
SevenBridge Financial Group
Pennsylvania
$619K +$157K +1,314 +32%
HS
1714
Huntington Steele
Pennsylvania
$618K – – –
OPTFSNA
1715
Old Point Trust & Financial Services N A
Virginia
$617K -$2.99K -25 -0.5%
AAS
1716
Annex Advisory Services
Wisconsin
$615K -$25.8K -216 -4%
HBWM
1717
Hollow Brook Wealth Management
New York
$615K – – –
III
1718
Independent Investors Inc
New York
$615K – – –
PC
1719
Palo Capital
California
$612K +$641K +5,364 New
BCM
1720
Bienville Capital Management
New York
$611K +$16.4K +137 +3%
SIM
1721
Sterling Investment Management
Arizona
$611K +$17.9K +150 +3%
EWM
1722
Evermay Wealth Management
Virginia
$607K +$115K +963 +22%
ANTB
1723
AMG National Trust Bank
Colorado
$606K -$80.3K -672 -11%
CC
1724
Cedar Capital
Illinois
$605K +$205K +1,711 +48%
CS
1725
Credential Securities
$605K -$11.5K -96 -2%
67 68
69
70 71