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Name Holding Trade Value Shares
Change 		Change in
Stake
EF
2051
Empirical Finance
Pennsylvania
$624K +$398 +3 +0.1%
SIM
2052
SSI Investment Management
California
$624K +$82.5K +622 +16%
FDS
2053
First Dallas Securities
Texas
$622K +$325K +2,450 +122%
PAM
2054
Peninsula Asset Management
Florida
$620K +$26.5K +200 +5%
CC
2055
Cedar Capital
Illinois
$618K +$108K +815 +23%
LWM
2056
Lyons Wealth Management
Florida
$616K +$585K +4,412 New
HCM
2057
Harvey Capital Management
Florida
$614K -$13.3K -100 -2%
PHAM
2058
Palisades Hudson Asset Management
Florida
$614K – – –
MWM
2059
Merriman Wealth Management
Washington
$613K +$4.11K +31 +0.7%
GRQ
2060
Gardner Russo & Quinn
Pennsylvania
$612K -$1.99K -15 -0.3%
CIM
2061
CIM Investment Management
Pennsylvania
$611K +$18.7K +141 +3%
FCA
2062
FLC Capital Advisors
California
$605K +$33.4K +252 +6%
PSC
2063
Prentiss Smith & Co
Vermont
$604K – – –
AWA
2064
Acorn Wealth Advisors
Michigan
$603K +$1.99K +15 +0.3%
ATPW
2065
Ashton Thomas Private Wealth
Arizona
$600K +$145K +1,096 +34%
SCP
2066
Seizert Capital Partners
Michigan
$600K – – –
HHGA
2067
Halbert Hargrove Global Advisors
California
$599K +$569K +4,291 New
TF
2068
TLWM Financial
Texas
$598K -$224K -1,687 -28%
PK
2069
Pflug Koory
Nebraska
$598K -$15.3K -115 -3%
WA
2070
Winfield Associates
Ohio
$598K – – –
CFA
2071
Capstone Financial Advisors
Illinois
$598K +$37.1K +280 +7%
GC
2072
Grace Capital
Massachusetts
$596K – – –
LP
2073
LGL Partners
Pennsylvania
$596K +$5.97K +45 +1%
FFW
2074
Fusion Family Wealth
New York
$596K +$560K +4,220 +8,792%
LFG
2075
Larson Financial Group
Missouri
$592K -$398 -3 -0.1%
81 82
83
84 85