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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
1476
Lipe & Dalton
New York
$240K – – –
NEPWA
1477
New England Private Wealth Advisors
Massachusetts
$239K +$229K +2,536 New
SL
1478
Summitry LLC
California
$237K -$14.9K -165 -6%
AL
1479
Aspiriant LLC
California
$237K +$227K +2,514 New
AWM
1480
AllSquare Wealth Management
New York
$236K +$226K +2,502 New
HIC
1481
Holderness Investments Company
North Carolina
$236K +$226K +2,512 New
SRAM
1482
Stone Ridge Asset Management
New York
$235K +$225K +2,500 New
SFA
1483
Sequoia Financial Advisors
Ohio
$231K -$47.7K -529 -18%
MCM
1484
Marathon Capital Management
Maryland
$230K -$13.5K -150 -6%
TI
1485
Telemetry Investments
New York
$228K +$218K +2,421 New
PCM
1486
Prelude Capital Management
New York
$226K -$141K -1,561 -39%
BHB
1487
Bank Hapoalim BM
Israel
$226K – – –
WHI
1488
William Harris Investors
Illinois
$226K – – –
CRIG
1489
Charter Research & Investment Group
Connecticut
$226K +$216K +2,400 New
BCM
1490
Brookstone Capital Management
Illinois
$225K +$9.02K +100 +4%
EAM
1491
Evanson Asset Management
California
$225K +$216K +2,394 New
CBOR
1492
Community Bank of Raymore
Missouri
$223K +$213K +2,366 New
PG
1493
Portola Group
California
$222K – – –
AF
1494
Affiance Financial
Minnesota
$222K +$213K +2,361 New
HR
1495
Howe & Rusling
New York
$220K – – –
TIM
1496
Tortoise Investment Management
New York
$220K +$66.6K +739 +46%
NPIT
1497
National Penn Investors Trust
Pennsylvania
$220K +$211K +2,339 New
PCM
1498
Palisade Capital Management
New Jersey
$219K +$209K +2,321 New
HBT
1499
Hills Bank & Trust
Iowa
$218K +$208K +2,312 New
IF
1500
IRON Financial
Illinois
$218K +$208K +2,311 New
58 59
60
61 62