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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1751
Summit Financial Strategies
Ohio
$211K +$4.83K +47 +2%
DP
1752
Dearborn Partners
Illinois
$210K – – –
PVWM
1753
Point View Wealth Management
New Jersey
$207K +$16.4K +159 +8%
PFA
1754
Paradigm Financial Advisors
Missouri
$206K +$215K +2,090 New
SFG
1755
Sather Financial Group
Texas
$205K – – –
HI
1756
Hudock Inc
Pennsylvania
$205K +$1.03K +10 +0.5%
CIC
1757
Chase Investment Counsel
Virginia
$203K – – –
CGL
1758
Clarius Group LLC
Washington
$202K -$314K -3,048 -60%
PGA
1759
Portland Global Advisors
Maine
$201K – – –
ACA
1760
Anchor Capital Advisors
Massachusetts
$200K -$3.29K -32 -2%
JT
1761
Jump Trading
Illinois
$200K +$209K +2,028 New
SAM
1762
SignalPoint Asset Management
Missouri
$200K +$209K +2,035 New
AIS
1763
AlphaOne Investment Services
Pennsylvania
$199K +$207K +2,014 New
CM
1764
Castleark Management
Illinois
$197K – – –
VIM
1765
Veritas Investment Management
United Kingdom
$190K -$72K -700 -27%
MWM
1766
Mascoma Wealth Management
New Hampshire
$187K – – –
MCM
1767
McKinley Capital Management
Alaska
$185K -$3.6K -35 -2%
BDWM
1768
Brewin Dolphin Wealth Management
Ireland
$184K +$192K +1,867 New
SIM
1769
Sonora Investment Management
Arizona
$184K -$9.46K -92 -5%
AP
1770
Atwood & Palmer
Missouri
$177K -$19.2K -187 -9%
SC
1771
SRB Corp
Massachusetts
$172K +$5.55K +54 +3%
KF
1772
Krilogy Financial
Missouri
$170K +$31.4K +305 +21%
PO
1773
Private Ocean
California
$168K +$6.48K +63 +4%
GAM
1774
Gemmer Asset Management
California
$164K +$5.14K +50 +3%
ACM
1775
Armbruster Capital Management
New York
$163K -$21.3K -207 -11%