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Name Holding Trade Value Shares
Change 		Change in
Stake
ACH
1801
ArrowMark Colorado Holdings
Colorado
$333K – – –
FI
1802
FormulaFolio Investments
Michigan
$332K +$31.9K +260 +10%
BHA
1803
Beech Hill Advisors
New York
$328K +$25.6K +209 +8%
GA
1804
Geller Advisors
New York
$326K -$217K -1,772 -40%
TCM
1805
Tetrem Capital Management
Manitoba, Canada
$319K +$14.5K +118 +5%
AWM
1806
Avior Wealth Management
Nebraska
$318K +$8.21K +67 +3%
ESBC
1807
E.S. Barr & Co
Kentucky
$317K -$35.8K -292 -10%
PA
1808
Planning Alternatives
Michigan
$317K – – –
RVPG
1809
Relative Value Partners Group
$317K – – –
LYV
1810
Live Your Vision
Pennsylvania
$314K +$57.6K +470 +22%
SIA
1811
Starfire Investment Advisers
Michigan
$312K +$858 +7 +0.3%
VAM
1812
Verity Asset Management
North Carolina
$311K +$3.55K +29 +1%
ACM
1813
Alta Capital Management
Utah
$311K +$98.5K +804 +45%
NPPM
1814
North Point Portfolio Managers
Ohio
$308K -$2.45K -20 -0.8%
DSAM
1815
Dock Street Asset Management
Florida
$307K -$144K -1,178 -32%
FAG
1816
Financial Advisory Group
Texas
$306K -$8.7K -71 -3%
IF
1817
IRON Financial
Illinois
$306K -$858 -7 -0.3%
DDPIC
1818
Deroy & Devereaux Private Investment Counsel
Michigan
$306K +$4.53K +37 +1%
DAM
1819
Deltec Asset Management
New York
$304K +$39K +318 +14%
RCWMU
1820
Rothschild & Co Wealth Management (UK)
United Kingdom
$303K -$164K -1,342 -35%
CRM
1821
Cramer Rosenthal McGlynn
Connecticut
$303K – – –
LD
1822
Lipe & Dalton
New York
$303K – – –
CP
1823
Cumberland Partners
Ontario, Canada
$303K +$307K +2,504 New
VW
1824
Vantage Wealth
California
$298K -$6.6M -53,835 -96%
UFA
1825
US Financial Advisors
Massachusetts
$296K +$75.5K +616 +34%
71 72
73
74 75