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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1026
Schulhoff & Co
Ohio
$434K +$51.5K +235 +14%
IAS
1027
Insigneo Advisory Services
Florida
$434K -$43.8K -200 -9%
SIC
1028
Schwartz Investment Counsel
Michigan
$432K – – –
SAG
1029
SageView Advisory Group
California
$428K +$32.6K +149 +9%
WTC
1030
WhitTier Trust Company
Nevada
$428K -$32.2K -147 -7%
CRI
1031
Colonial River Investments
Virginia
$425K +$115K +524 +42%
PFA
1032
Pure Financial Advisors
California
$424K +$74K +338 +22%
BFA
1033
Beaumont Financial Advisors
Massachusetts
$420K -$42.5K -194 -10%
RCG
1034
Regatta Capital Group
California
$419K +$438 +2 +0.1%
ERSOT
1035
Employees Retirement System of Texas
Texas
$418K +$403K +1,840 New
JWM
1036
JGP Wealth Management
Oregon
$416K – – –
PPW
1037
Pasadena Private Wealth
California
$416K – – –
CTA
1038
Chesley Taft & Associates
Illinois
$415K -$26.3K -120 -6%
KFC
1039
Klingenstein Fields & Co
New York
$415K -$54.5K -249 -12%
1SB
1040
1ST Source Bank
Indiana
$414K +$219 +1 +0.1%
UPS
1041
UHLMANN PRICE SECURITIES
Illinois
$410K +$657 +3 +0.2%
SOAMC
1042
Spirit of America Management Corp
New York
$409K – – –
GD
1043
Grandfield & Dodd
New York
$408K -$47.1K -215 -11%
CGL
1044
Clarius Group LLC
Washington
$406K -$16.9K -77 -4%
CCA
1045
Checchi Capital Advisers
California
$405K -$11.2K -51 -3%
PI
1046
Pettee Investors
Connecticut
$404K -$16.4K -75 -4%
IFG
1047
Independent Financial Group
California
$403K -$8.32K -38 -2%
PMWMG
1048
Parr McKnight Wealth Management Group
Minnesota
$400K -$657 -3 -0.2%
HA
1049
Hamel Associates
New Jersey
$400K – – –
AWA
1050
Arete Wealth Advisors
Illinois
$400K -$10.7K -49 -3%
40 41
42
43 44