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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2101
Summit Financial Strategies
Ohio
$214K – – –
SCP
2102
Seizert Capital Partners
Michigan
$213K +$211K +1,738 New
NEPPG
2103
New England Professional Planning Group
Rhode Island
$212K +$210K +1,732 New
CA
2104
Centerpoint Advisors
Massachusetts
$211K +$21.8K +180 +12%
GIM
2105
Guild Investment Management
California
$211K +$209K +1,725 New
VCP
2106
Vista Capital Partners
Oregon
$210K -$87.2K -719 -29%
QCIG
2107
Quad-Cities Investment Group
Iowa
$210K – – –
BF
2108
Blankinship & Foster
California
$210K +$208K +1,716 New
MCMT
2109
Moon Capital Management (Tennessee)
Tennessee
$209K – – –
PMG
2110
Private Management Group
California
$209K +$207K +1,706 New
RMC
2111
Regis Management Company
California
$208K – – –
HIS
2112
Horizon Investment Services
Indiana
$208K +$206K +1,700 New
BWA
2113
Burt Wealth Advisors
Maryland
$207K -$125K -1,031 -38%
FFG
2114
Ford Financial Group
California
$205K -$41.9K -345 -17%
DC
2115
Derby & Company
Massachusetts
$205K – – –
PCM
2116
Princeton Capital Management
New Jersey
$205K – – –
SAM
2117
Sequent Asset Management
Texas
$205K – – –
LSC
2118
Lesa Sroufe & Co
Washington
$204K – – –
CG
2119
Clinton Group
New York
$203K -$503K -4,150 -71%
ACM
2120
Avalon Capital Management
California
$203K – – –
DSAM
2121
Dock Street Asset Management
Florida
$203K – – –
PDM
2122
Penn Davis McFarland
Texas
$202K – – –
LFG
2123
Larson Financial Group
Missouri
$202K +$1.21K +10 +0.6%
KC
2124
KHP Capital
Oklahoma
$196K – – –
BA
2125
Ballew Advisors
Mississippi
$195K -$9.71K -80 -4%
83 84
85
86 87