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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1951
Acrospire Investment Management
Illinois
$106K +$98K +900 New
RWG
1952
Regal Wealth Group
California
$102K -$3.81K -35 -4%
DRS
1953
Deane Retirement Strategies
Louisiana
$99K – – –
EF
1954
Empirical Finance
Pennsylvania
$99K +$91.6K +841 New
EP
1955
Edinburgh Partners
United Kingdom
$96K – – –
AIL
1956
AGF Investments LLC
Ontario, Canada
$96K +$88K +808 New
AIS
1957
Accurate Investment Solutions
Pennsylvania
$95K -$4.9K -45 -5%
WA
1958
WealthTrust-Arizona
Arizona
$93K – – –
MIP
1959
Mondrian Investment Partners
United Kingdom
$83K – – –
TJHA
1960
Thomas J. Herzfeld Advisors
Florida
$83K +$653 +6 +0.9%
HCM
1961
Highlander Capital Management
New Jersey
$82K – – –
CCMW
1962
Cypress Capital Management (Wyoming)
Wyoming
$72.2K – – –
FAN
1963
Financial Advisors Network
California
$72K +$69.2K +635 New
RCG
1964
Ruggie Capital Group
Florida
$70K – – –
CFA
1965
Camarda Financial Advisors
Florida
$63K +$15.7K +144 +37%
BCI
1966
Brinker Capital Investments
Pennsylvania
$62K – – –
RBC
1967
Roble Belko & Company
Pennsylvania
$61K +$32.9K +302 +137%
KLI
1968
Kelman-Lazarov Inc
Tennessee
$53K – – –
FPTW
1969
Franklin, Parlapiano, Turner & Welch
Texas
$48K – – –
IF
1970
Ironwood Financial
Arizona
$43K – – –
HWP
1971
Hefty Wealth Partners
Indiana
$40K – – –
AWMS
1972
Advocacy Wealth Management Services
Georgia
$39K -$3.38K -31 -8%
WCM
1973
Wealthcare Capital Management
Virginia
$37K -$87.7K -805 -72%
SFPIA
1974
Stevens First Principles Investment Advisors
California
$30K – – –
BGC
1975
Blue Granite Capital
South Carolina
$29K +$27.2K +250 New
77 78
79
80 81