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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$765K +$57.9K +3,146 +9%
CAG
777
Crestwood Advisors Group
Massachusetts
$765K +$430K +23,350 +173%
AAS
778
Annex Advisory Services
Wisconsin
$764K +$114K +6,174 +20%
FSG
779
Financial Strategies Group
Michigan
$761K -$47.6K -2,587 -7%
DA
780
DCM Advisors
New York
$755K -$135K -7,335 -17%
ICG
781
InterOcean Capital Group
Tennessee
$754K +$107K +5,816 +19%
SIM
782
Sentry Investment Management
Wisconsin
$752K – – –
MYLI
783
Meiji Yasuda Life Insurance
Japan
$751K +$315K +17,090 +90%
GA
784
Gateway Advisory
New Jersey
$748K -$209K -11,359 -24%
TWP
785
Tempus Wealth Planning
California
$748K – – –
CI
786
Conning Inc
Connecticut
$745K -$27.7K -1,507 -4%
CIA
787
Cohen Investment Advisors
New Hampshire
$743K -$7.62K -414 -1%
BAM
788
Berkshire Asset Management
Pennsylvania
$740K -$44.9K -2,442 -6%
FFG
789
Fortem Financial Group
California
$737K -$58.9K -3,200 -8%
VHAM
790
Van Hulzen Asset Management
California
$734K +$48K +2,607 +8%
CCM
791
Compton Capital Management
Rhode Island
$732K +$649K +35,250 New
MA
792
Mutual Advisors
Nebraska
$731K +$73.5K +3,992 +13%
WAM
793
WFA Asset Management
Wisconsin
$730K +$647K +35,134 New
CFS
794
CRA Financial Services
New Jersey
$726K +$16.7K +908 +3%
RFM
795
Royal Fund Management
Florida
$725K +$6.29K +342 +1%
HIIFS
796
Harel Insurance Investments & Financial Services
Israel
$723K +$236K +12,820 +57%
PCM
797
Parsons Capital Management
Rhode Island
$722K – – –
WT
798
Whittier Trust
California
$721K -$12.9K -699 -2%
DAM
799
Deltec Asset Management
New York
$717K -$2.58M -140,000 -80%
FCA
800
FinTrust Capital Advisors
South Carolina
$716K +$292K +15,854 +85%
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