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Name Holding Trade Value Shares
Change 		Change in
Stake
CSUI
1051
Cincinnati Specialty Underwriters Insurance
Ohio
$2.13M – – –
SM
1052
SG3 Management
Puerto Rico
$2.13M +$2.19M +20,000 New
DIA
1053
Denver Investment Advisors
Colorado
$2.12M -$685K -6,257 -24%
SGA
1054
Strategic Global Advisors
California
$2.12M -$152K -1,390 -7%
CWM
1055
Concentric Wealth Management
California
$2.12M -$38.9K -355 -2%
SC
1056
Searle & Co
Connecticut
$2.11M – – –
WP
1057
WMS Partners
Maryland
$2.1M +$324K +2,960 +18%
CHJWM
1058
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.1M +$19.2K +175 +0.9%
NAMP
1059
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.09M -$37.2K -340 -2%
CWM
1060
CMH Wealth Management
New Hampshire
$2.07M +$2.11M +19,255 New
ITIM
1061
Indiana Trust & Investment Management
Indiana
$2.06M – – –
SIMM
1062
Stillwater Investment Management (Minnesota)
Minnesota
$2.06M -$64.6K -590 -3%
DAS
1063
Dynamic Advisor Solutions
Arizona
$2.06M +$131K +1,192 +7%
GW
1064
GW & Wade
Massachusetts
$2.06M -$28.5K -260 -1%
FHC
1065
First Houston Capital
Texas
$2.05M -$164K -1,500 -7%
ST
1066
Smithfield Trust
Pennsylvania
$2.05M – – –
ANB
1067
Amarillo National Bank
Texas
$2.04M – – –
HCM
1068
Hall Capital Management
Rhode Island
$2.04M +$63.4K +579 +3%
FIM
1069
Fruth Investment Management
Texas
$2.03M – – –
RAM
1070
Redmond Asset Management
Virginia
$2.02M -$2.52K -23 -0.1%
EHWM
1071
Eads & Heald Wealth Management
Georgia
$2.02M -$41.1K -375 -2%
BO
1072
BRR OpCo
Ohio
$2.02M -$125K -1,146 -6%
BIM
1073
Bridgecreek Investment Management
Oklahoma
$2.02M +$78.8K +720 +4%
IFWM
1074
Institute for Wealth Management
Colorado
$2.02M +$2.07M +18,916 New
RIM
1075
Rampart Investment Management
Connecticut
$2M +$1.62M +14,804 +367%
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