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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
2051
Personal CFO Solutions
New Jersey
$532K -$17.7K -164 -3%
AWS
2052
Aspen Wealth Strategies
Colorado
$529K -$97.3K -904 -14%
MCM
2053
McDonough Capital Management
Florida
$529K -$7K -65 -1%
CPSAC
2054
Chas P. Smith & Associates (CPS)
Florida
$528K -$4.74K -44 -0.8%
GCIM
2055
Gunn & Company Investment Management
Florida
$528K +$573K +5,320 New
ST
2056
Sabal Trust
Florida
$528K -$215K -1,993 -27%
SCP
2057
Sandhill Capital Partners
New York
$528K -$19.1K -177 -3%
AGWCA
2058
Annis Gardner Whiting Capital Advisors
Florida
$527K +$5.92K +55 +1%
DP
2059
Dearborn Partners
Illinois
$526K -$202K -1,872 -26%
WH
2060
Willner & Heller
California
$526K -$49.5K -460 -8%
SFFS
2061
Stonehage Fleming Financial Services
Jersey
$525K -$53.4M -495,932 -99%
CYG
2062
Clean Yield Group
Vermont
$525K – – –
LHC
2063
Little House Capital
Massachusetts
$525K -$1.18M -10,976 -67%
ITIM
2064
Indiana Trust & Investment Management
Indiana
$525K -$153K -1,420 -21%
HHRDM
2065
H&H Retirement Design & Management
Nevada
$524K +$32.1K +298 +6%
IF
2066
Intrua Financial
Texas
$523K -$9.26K -86 -2%
PFBT
2067
Parkside Financial Bank & Trust
Missouri
$523K -$104K -963 -15%
CVA
2068
Central Valley Advisors
California
$523K -$75K -697 -10%
FP
2069
Financial Perspectives
Minnesota
$522K -$4.84K -45 -0.8%
MCM
2070
Maple Capital Management
Vermont
$522K +$33.3K +309 +6%
EA
2071
Everpar Advisors
Oklahoma
$522K +$105K +978 +23%
AGM
2072
Alpine Global Management
New York
$521K +$565K +5,252 New
1WA
2073
180 Wealth Advisors
Washington
$521K -$1.25M -11,653 -68%
MPCG
2074
Matrix Private Capital Group
New York
$521K -$10K -93 -2%
WHG
2075
Westwood Holdings Group
Texas
$520K +$8.72K +81 +2%
81 82
83
84 85