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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1676
Capital Planning Advisors
California
$216K – – –
GXMC
1677
Global X Management Company
New York
$214K +$164K +1,640 +300%
HCP
1678
Holt Capital Partners
Texas
$213K +$77.5K +775 +55%
FIM
1679
Fernwood Investment Management
Massachusetts
$212K +$217K +2,166 New
VA
1680
Valmark Advisers
Ohio
$212K +$217K +2,171 New
CCM
1681
Cribstone Capital Management
Maine
$211K -$20K -200 -8%
QCI
1682
Quaker Capital Investments
Pennsylvania
$210K -$215K -2,150 -50%
WBG
1683
Wharton Business Group
Pennsylvania
$210K +$215K +2,148 New
DP
1684
Dearborn Partners
Illinois
$209K – – –
AWMG
1685
Alliance Wealth Management Group
New Jersey
$209K +$213K +2,126 New
TWMP
1686
Taylor Wealth Management Partners
Massachusetts
$208K – – –
CIP
1687
Capital Insight Partners
Arizona
$207K – – –
PV
1688
Private Vista
Illinois
$207K +$500 +5 +0.2%
CIP
1689
Convergence Investment Partners
Florida
$206K -$11.5K -115 -5%
SFWA
1690
Summit Financial Wealth Advisors
Louisiana
$203K – – –
HFBOT
1691
Home Federal Bank of Tennessee
Tennessee
$203K +$1.6K +16 +0.8%
HDIM
1692
Hanson & Doremus Investment Management
Vermont
$202K – – –
STB
1693
S&T Bank
Pennsylvania
$202K – – –
DE
1694
Day & Ennis
Georgia
$201K – – –
PCMK
1695
Paragon Capital Management (Kansas)
Kansas
$201K – – –
MIC
1696
Meridian Investment Counsel
California
$201K +$205K +2,050 New
CAM
1697
Concorde Asset Management
Michigan
$200K -$128K -1,275 -38%
PVWM
1698
Point View Wealth Management
New Jersey
$200K +$2.5K +25 +1%
LFR
1699
Lehman Financial Resources
Pennsylvania
$200K +$205K +2,054 New
GAM
1700
Gemmer Asset Management
California
$197K +$19.8K +198 +11%
66 67
68
69 70