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Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
1151
Point View Wealth Management
New Jersey
$627K -$672 -6 -0.1%
WB
1152
Webster Bank
Connecticut
$626K -$78.4K -700 -11%
GC
1153
Gratus Capital
Georgia
$624K +$4.14K +37 +0.7%
ACI
1154
Advance Capital I
Michigan
$622K +$627K +5,600 New
SFM
1155
Signet Financial Management
New Jersey
$620K -$59.6K -532 -9%
JIR
1156
James Investment Research
Ohio
$619K -$2.58K -23 -0.4%
GCP
1157
GSA Capital Partners
United Kingdom
$615K -$6.82M -60,952 -92%
LA
1158
Lynch & Associates
Indiana
$611K – – –
BWAM
1159
Boyd Watterson Asset Management
Ohio
$608K – – –
WI
1160
Wedgewood Investors
Pennsylvania
$608K – – –
BFC
1161
Blue Fin Capital
Rhode Island
$603K -$1.12K -10 -0.2%
KCPG
1162
Kavar Capital Partners Group
Kansas
$602K -$22.4K -200 -4%
HSA
1163
HBK Sorce Advisory
Pennsylvania
$602K +$22.8K +204 +4%
OPTFSNA
1164
Old Point Trust & Financial Services N A
Virginia
$600K – – –
CRIG
1165
Charter Research & Investment Group
Connecticut
$596K – – –
AAM
1166
Azzad Asset Management
Virginia
$595K +$101K +901 +20%
CPA
1167
Capital Planning Advisors
California
$593K – – –
MG
1168
Mather Group
Illinois
$592K – – –
CCG
1169
Chatham Capital Group
Georgia
$591K – – –
ZB
1170
Zions Bancorporation
Utah
$588K +$140K +1,250 +31%
AB
1171
Atlas Brown
Kentucky
$587K +$56.1K +501 +11%
CFMC
1172
Curbstone Financial Management Corp
New Hampshire
$585K -$25.2K -225 -4%
PFA
1173
Pure Financial Advisors
California
$577K +$33.5K +299 +6%
CCA
1174
Cobblestone Capital Advisors
New York
$577K +$199K +1,774 +52%
HCM
1175
Hall Capital Management
Rhode Island
$571K -$29.2K -261 -5%
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