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Name Holding Trade Value Shares
Change 		Change in
Stake
KAM
1026
Knightsbridge Asset Management
California
$809K +$93.4K +269 +13%
EFS
1027
Essex Financial Services
Connecticut
$807K +$5.9K +17 +0.8%
VA
1028
VestGen Advisors
Illinois
$804K +$338K +974 +84%
TFG
1029
Taylor Financial Group
Virginia
$803K – – –
UIM
1030
Unified Investment Management
Georgia
$802K -$136K -392 -15%
SAM
1031
Sompo Asset Management
Japan
$801K +$10.4K +30 +1%
IAS
1032
IMA Advisory Services
Colorado
$799K -$9.72K -28 -1%
PCP
1033
Perbak Capital Partners
United Kingdom
$798K -$79.5K -229 -9%
BTI
1034
Blue Trust Inc
Georgia
$797K +$591K +1,702 +318%
GIA
1035
Gladstone Institutional Advisory
Florida
$792K +$425K +1,224 +123%
BHIA
1036
Birch Hill Investment Advisors
Massachusetts
$790K – – –
GIA
1037
Gateway Investment Advisers
Ohio
$789K +$518K +1,493 +207%
AFG
1038
Allegheny Financial Group
Pennsylvania
$788K -$105K -302 -12%
WC
1039
Wexford Capital
Florida
$785K -$211K -608 -22%
AWM
1040
Allen Wealth Management
North Carolina
$785K – – –
GSEP
1041
Golden State Equity Partners
California
$777K +$270K +777 +55%
SFC
1042
SYM Financial Corp
Indiana
$776K +$12.1K +35 +2%
AL
1043
Aspiriant LLC
California
$775K -$77.8K -224 -9%
GF
1044
GGM Financials
Ohio
$774K +$3.12K +9 +0.4%
VA
1045
Valmark Advisers
Ohio
$770K -$3.12K -9 -0.4%
PCM
1046
Polymer Capital Management
New York
$768K +$470K +1,355 +169%
SC
1047
Searle & Co
Connecticut
$760K – – –
MA
1048
MKT Advisors
California
$755K – – –
PWM
1049
Partnership Wealth Management
Maryland
$748K – – –
VCM
1050
Violich Capital Management
California
$748K – – –
40 41
42
43 44