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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1501
Highlander Capital Management
New Jersey
$347K – – –
CCA
1502
Clearwater Capital Advisors
Illinois
$345K +$9.8K +76 +3%
HIM
1503
Hillsdale Investment Management
Ontario, Canada
$344K -$25.8K -200 -7%
TFA
1504
Toth Financial Advisory
Virginia
$343K – – –
CP
1505
Coho Partners
Pennsylvania
$342K – – –
PCMK
1506
Paragon Capital Management (Kansas)
Kansas
$342K +$19.3K +150 +6%
PCM
1507
Perritt Capital Management
Illinois
$340K -$25.8K -200 -7%
TIM
1508
Tortoise Investment Management
New York
$340K – – –
SHGA
1509
Sand Hill Global Advisors
California
$338K +$84.6K +656 +35%
HCM
1510
Harvest Capital Management
New Hampshire
$337K – – –
AOWM
1511
Alpha Omega Wealth Management
Virginia
$336K +$194K +1,503 +150%
CAG
1512
Crestwood Advisors Group
Massachusetts
$335K -$35.3K -274 -10%
BLAM
1513
Bourne Lent Asset Management
New York
$335K – – –
TFF
1514
The Family Firm
Maryland
$335K +$387 +3 +0.1%
WI
1515
WrapManager Inc
California
$335K +$90K +698 +39%
FFC
1516
First Financial Corp
Indiana
$334K -$83.8K -650 -21%
IC
1517
Intersect Capital
California
$329K -$6.19K -48 -2%
LA
1518
LVW Advisors
New York
$329K +$7.61K +59 +2%
NEPWA
1519
New England Private Wealth Advisors
Massachusetts
$326K +$6.83K +53 +2%
PFS
1520
Prospera Financial Services
Texas
$324K -$135K -1,049 -30%
LWM
1521
LBA Wealth Management
Florida
$324K – – –
NEAM
1522
New England Asset Management
Connecticut
$324K +$64.4K +500 +26%
WA1
1523
Wimmer Associates 1
California
$322K -$5.16K -40 -2%
RCM
1524
RB Capital Management
Nevada
$321K +$308K +2,392 New
PWAG
1525
Polaris Wealth Advisory Group
California
$320K +$12.9K +100 +4%
59 60
61
62 63