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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2901
InTrack Investment Management
Vermont
$267K -$15.9K -54 -5%
PCM
2902
Pointe Capital Management
Michigan
$267K +$4.43K +15 +2%
SFS
2903
Strategic Financial Services
New York
$267K +$21.3K +72 +8%
MCA
2904
MSH Capital Advisors
Arizona
$266K -$10.9K -37 -4%
PAM
2905
Premier Asset Management
Illinois
$266K +$285K +965 New
PFM
2906
Phillips Financial Management
Indiana
$265K +$283K +960 New
WFA
2907
Wellspring Financial Advisors
Ohio
$264K -$41.9K -142 -13%
CF
2908
Convergence Financial
Missouri
$263K +$281K +953 New
PM
2909
Phraction Management
Connecticut
$262K -$44.3K -150 -14%
FC
2910
Forte Capital
New York
$262K – – –
PSF
2911
Pacific Sun Financial
California
$262K +$4.72K +16 +2%
SA
2912
Sicart Associates
New York
$262K +$280K +950 New
JFG
2913
JMG Financial Group
Illinois
$261K -$29.5K -100 -10%
MC
2914
Machina Capital
France
$261K +$279K +945 New
SAM
2915
Silphium Asset Management
United Kingdom
$259K – – –
FG
2916
Foster Group
Iowa
$259K -$64.9K -220 -19%
SCM
2917
Seascape Capital Management
New Hampshire
$259K -$3.25K -11 -1%
JJBC
2918
James J. Burns & Company
New York
$259K +$277K +937 New
FFG
2919
Fortem Financial Group
California
$258K +$34.8K +118 +14%
G
2920
GenTrust
Florida
$258K +$275K +933 New
CA
2921
Crumly & Associates
Illinois
$257K – – –
MCG
2922
McCollum Christoferson Group
New York
$256K – – –
OIS
2923
Okabena Investment Services
Minnesota
$256K – – –
PCM
2924
Poehling Capital Management
Wisconsin
$256K – – –
W
2925
WealthOne
New York
$256K +$590 +2 +0.2%
115 116
117
118 119