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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2101
Disciplined Investments
Oklahoma
$201K +$215K +1,205 New
BEW
2102
Burton Enright Welch
California
$201K +$5.35K +30 +3%
CIA
2103
Cape Investment Advisory
Georgia
$201K +$14.6K +82 +7%
CHA
2104
Cooper/Haims Advisors
New York
$200K +$2.5K +14 +1%
BFA
2105
Beacon Financial Advisory
Ohio
$200K +$6.6K +37 +3%
MWM
2106
Marietta Wealth Management
Georgia
$200K +$4.1K +23 +2%
USB
2107
Union Savings Bank
Connecticut
$200K – – –
CFFP
2108
Center for Financial Planning
Michigan
$196K – – –
NFSG
2109
Newbridge Financial Services Group
Florida
$196K +$209K +1,173 New
AWM
2110
Accredited Wealth Management
Kentucky
$195K +$209K +1,169 New
BC
2111
Bayforest Capital
United Kingdom
$194K +$207K +1,161 New
MCM
2112
Manchester Capital Management
Vermont
$192K +$58K +325 +39%
PSFG
2113
Park Square Financial Group
Georgia
$188K +$201K +1,126 New
PB
2114
Pinnacle Bancorp
Nebraska
$187K – – –
TFIPS
2115
Towarzystwo Funduszy Inwestycyjnych PZU SA
$180K +$21.4K +120 +13%
EIM
2116
Essex Investment Management
Massachusetts
$179K -$1.25K -7 -0.6%
VFM
2117
Vision Financial Markets
Connecticut
$179K +$191K +1,073 New
CA
2118
Continuum Advisory
Idaho
$177K +$12.1K +68 +7%
KBFS
2119
Kohmann Bosshard Financial Services
Ohio
$174K +$187K +1,046 New
PAI
2120
Pittenger & Anderson Inc
Nebraska
$174K – – –
SFGP
2121
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$169K +$181K +1,014 New
CA
2122
Centerpoint Advisors
Massachusetts
$167K -$6.6K -37 -4%
CWM
2123
Centricity Wealth Management
Ohio
$167K +$179K +1,001 New
AWM
2124
Avondale Wealth Management
Texas
$167K – – –
RTC
2125
Riverview Trust Company
Washington
$163K +$714 +4 +0.4%
83 84
85
86 87