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Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1701
Beacon Investment Advisory Services
New Jersey
$722K -$1.12M -7,730 -60%
PHAM
1702
Palisades Hudson Asset Management
Florida
$722K – – –
BWL
1703
Bogart Wealth LLC
Virginia
$721K +$62.5K +432 +9%
BIM
1704
Baldwin Investment Management
Pennsylvania
$720K -$12.2K -84 -2%
JDR
1705
Jay D. Rosenbaum
$719K -$15.1K -104 -2%
PCMM
1706
Private Capital Management (Minnesota)
Minnesota
$718K +$31.7K +219 +5%
EMR
1707
Errol M. Rudman
$717K -$3.02M -20,867 -81%
NFGCM
1708
Norman Fields Gottscho Capital Management
New York
$717K – – –
FPCP
1709
Fort Point Capital Partners
California
$702K -$3.18K -22 -0.4%
FHC
1710
First Houston Capital
Texas
$701K -$498K -3,443 -41%
CFP
1711
Cornerstone Financial Partners
North Carolina
$699K -$251K -1,737 -26%
QI
1712
Quotient Investors
New York
$699K -$135K -931 -16%
KFP
1713
Keystone Financial Planning
Ohio
$692K +$284K +1,960 +68%
IWA
1714
IBEX Wealth Advisors
New Jersey
$690K -$3.27M -22,621 -82%
CFS
1715
Commonwealth Financial Services
West Virginia
$690K +$6.22K +43 +0.9%
AWM
1716
Affinity Wealth Management
Delaware
$683K +$22K +152 +3%
PWMAG
1717
Pinnacle Wealth Management Advisory Group
New Jersey
$682K -$9.84K -68 -1%
BBNB
1718
Baker Boyer National Bank
Washington
$677K -$4.49K -31 -0.6%
SFSIG
1719
San Francisco Sentry Investment Group
California
$673K -$154K -1,062 -18%
4IG
1720
440 Investment Group
Kansas
$673K +$683K +4,716 New
LFG
1721
LifePlan Financial Group
Ohio
$672K -$48.2K -333 -7%
SSW
1722
Smith Shellnut Wilson
Mississippi
$668K – – –
FCIM
1723
Fairview Capital Investment Management
California
$664K -$546K -3,770 -45%
MCA
1724
Mercer Capital Advisers
New Jersey
$663K – – –
IFS
1725
Ifrah Financial Services
Arkansas
$662K +$6.51K +45 +1%
67 68
69
70 71