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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1551
Summit Financial Strategies
Ohio
$263K +$19.2K +175 +8%
VAS
1552
Valicenti Advisory Services
New York
$261K – – –
HA
1553
Hamel Associates
New Jersey
$261K +$251K +2,285 New
AMM
1554
American Money Management
California
$260K +$250K +2,278 New
OMC
1555
Overbrook Management Corp
New York
$260K – – –
SL
1556
Summitry LLC
California
$259K – – –
CIP
1557
Convergence Investment Partners
Florida
$257K -$1.24M -11,282 -83%
SAMT
1558
Select Asset Management & Trust
Pennsylvania
$256K +$329 +3 +0.1%
GCAC
1559
Guardian Capital Advisors (Canada)
Ontario, Canada
$255K -$54.9K -500 -19%
FNBSF
1560
First National Bank Sioux Falls
South Dakota
$255K – – –
SCA
1561
Stillwater Capital Advisors
Pennsylvania
$254K +$244K +2,223 New
BC
1562
Banced Corp
Illinois
$254K +$245K +2,229 New
DT
1563
Diversified Trust
Tennessee
$253K -$10.1K -92 -4%
SIC
1564
SFE Investment Counsel
California
$252K -$43.9K -400 -15%
CF
1565
CenterStar Fund
Illinois
$249K – – –
SFPIA
1566
Stevens First Principles Investment Advisors
California
$249K +$65.9K +600 +38%
MCM
1567
McRae Capital Management
New Jersey
$247K – – –
MWM
1568
Modera Wealth Management
New Jersey
$246K +$237K +2,156 New
AAM
1569
AMI Asset Management
California
$245K +$3.73K +34 +2%
IF
1570
IRON Financial
Illinois
$243K – – –
CCMD
1571
Cypress Capital Management (Delaware)
Delaware
$241K – – –
KFS
1572
Kurt F. Somerville
$241K – – –
BWFM
1573
Bridgewater Wealth & Financial Management
Maryland
$240K – – –
JWM
1574
Jackson Wealth Management
Florida
$239K +$61.4K +559 +36%
KL
1575
Kinsight LLC
Alabama
$236K – – –
61 62
63
64 65