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Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1951
Empirical Finance
Pennsylvania
$261K +$276K +2,013 New
CAAS
1952
Capital Asset Advisory Services
Michigan
$260K -$36K -263 -12%
SAM
1953
Solaris Asset Management
New York
$260K -$11.7K -85 -4%
BO
1954
Bach Option
Hong Kong
$258K +$273K +1,991 New
CPIM
1955
Columbia Partners Investment Management
Virginia
$256K -$4.73M -34,541 -95%
NWM
1956
Northwest Wealth Management
Iowa
$254K +$2.19K +16 +0.8%
RWMH
1957
Riverpoint Wealth Management Holdings
Illinois
$254K +$33K +241 +13%
CIS
1958
Capital International Sarl
California
$254K +$57.2K +417 +27%
SSA
1959
Schonfeld Strategic Advisors
New York
$254K +$269K +1,966 New
RHBC
1960
R.H. Bluestein & Co
Michigan
$252K -$180K -1,311 -40%
NIC
1961
Northwest Investment Counselors
Oregon
$252K +$267K +1,945 New
PFM
1962
Peak Financial Management
Massachusetts
$251K +$685 +5 +0.3%
SAC
1963
Smith Affiliated Capital
New York
$250K – – –
LWM
1964
Lenox Wealth Management
Ohio
$249K -$179K -1,309 -41%
LYV
1965
Live Your Vision
Pennsylvania
$247K -$19.5K -142 -7%
BP
1966
BBR Partners
New York
$246K -$194K -1,417 -43%
WCF
1967
West Coast Financial
California
$246K -$25.4K -185 -9%
TIM
1968
Total Investment Management
Arizona
$246K -$5.62K -41 -2%
LG
1969
LaFleur & Godfrey
Michigan
$246K – – –
SICM
1970
Sustainable Insight Capital Management
New York
$246K – – –
NP
1971
NorthRock Partners
Minnesota
$241K +$2.33K +17 +0.9%
CVM
1972
Cheviot Value Management
California
$241K +$45.8K +334 +22%
PFA
1973
Pure Financial Advisors
California
$239K +$24K +175 +10%
KIA
1974
Kopp Investment Advisors
Minnesota
$234K – – –
TFO
1975
Tarbox Family Office
California
$233K -$71.4K -521 -22%
77 78
79
80 81