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Name Holding Trade Value Shares
Change 		Change in
Stake
ABTD
1801
Arvest Bank Trust Division
Oklahoma
$330K +$24.8K +208 +8%
HS
1802
Huntington Steele
Pennsylvania
$329K -$130K -1,094 -28%
ACH
1803
ArrowMark Colorado Holdings
Colorado
$327K – – –
VCM
1804
Vigilant Capital Management
Maine
$326K -$7.97K -67 -2%
C
1805
CFO4Life
Texas
$325K +$325K +2,729 New
CRC
1806
Curi RMB Capital
Illinois
$323K -$16.4K -138 -5%
TDC
1807
Thompson Davis & Co
Virginia
$320K -$15K -126 -4%
AC
1808
Avenir Corporation
Virginia
$320K – – –
SFM
1809
Signet Financial Management
New Jersey
$315K -$63.3K -532 -17%
SIA
1810
Starfire Investment Advisers
Michigan
$315K +$315K +2,648 New
SG
1811
Somerset Group
Minnesota
$314K -$11.8K -99 -4%
FWP
1812
FAS Wealth Partners
Kansas
$312K -$1.43K -12 -0.5%
RVP
1813
Relative Value Partners
Illinois
$312K – – –
PA
1814
Planning Alternatives
Michigan
$312K +$69.6K +585 +29%
FC
1815
FIC Capital
New York
$311K -$518K -4,348 -62%
MCM
1816
MV Capital Management
Maryland
$311K -$28.9K -243 -9%
DFIM
1817
Detwiler Fenton Investment Management
Massachusetts
$310K -$31.4K -264 -9%
NPPM
1818
North Point Portfolio Managers
Ohio
$309K – – –
PFA
1819
Pure Financial Advisors
California
$308K +$308K +2,591 New
WCM
1820
Wallace Capital Management
Texas
$307K -$16.7K -140 -5%
ZF
1821
Zhang Financial
Michigan
$307K -$2.38K -20 -0.8%
FPCP
1822
Fort Point Capital Partners
California
$307K +$30.1K +253 +11%
FAG
1823
Financial Advisory Group
Texas
$305K -$33.2K -279 -10%
VAM
1824
Verity Asset Management
North Carolina
$305K +$306K +2,568 New
AIC
1825
Ayalon Insurance Company
Israel
$304K +$301K +2,525 New
71 72
73
74 75