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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1801
TD Capital Management
Tennessee
$111K – – –
AIS
1802
Accurate Investment Solutions
Pennsylvania
$111K +$6.8K +102 +6%
CAL
1803
Capital Analysts LLC
Pennsylvania
$110K +$8.14K +122 +8%
WG
1804
Welch Group
Alabama
$109K -$16.1K -241 -13%
MCM
1805
Mainstay Capital Management
Michigan
$105K +$23.4K +351 +28%
FBT
1806
First Bank & Trust
South Dakota
$104K +$1.07K +16 +1%
PCP
1807
Proficio Capital Partners
Massachusetts
$102K +$47K +704 +82%
PCFFS
1808
Pacific Center for Financial Services
California
$99K – – –
RCWMU
1809
Rothschild & Co Wealth Management (UK)
United Kingdom
$98K – – –
KPCM
1810
Kings Point Capital Management
New York
$97K -$27.8K -417 -22%
CAL
1811
Capital Advisors Ltd
Ohio
$94K – – –
TIM
1812
Tortoise Investment Management
New York
$94K – – –
SAM
1813
Shamrock Asset Management
Texas
$93K – – –
MBT
1814
Monroe Bank & Trust
Michigan
$92K – – –
SPL
1815
Smart Portfolios LLC
Washington
$92K +$41.8K +626 +80%
PFGIA
1816
Patriot Financial Group Insurance Agency
Massachusetts
$91K -$292K -4,377 -76%
CAM
1817
CenterStar Asset Management
Illinois
$91K – – –
WA
1818
WP Advisors
California
$90K +$92K +1,380 New
FCMT
1819
Founders Capital Management (Texas)
Texas
$89K -$401K -6,018 -82%
FWC
1820
First Washington Corp
Washington
$88K – – –
PA
1821
Perennial Advisors
New York
$87K – – –
APSP
1822
Asset Planning Services (Pennsylvania)
Pennsylvania
$87K +$200 +3 +0.2%
MI
1823
Markston International
New York
$86K -$116K -1,733 -57%
LF
1824
Lee Financial
Texas
$85K -$11.7K -175 -12%
RWG
1825
Regal Wealth Group
California
$85K +$3.27K +49 +4%
71 72
73
74 75