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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2051
Financial Consulate
Maryland
$337K +$25.4K +116 +9%
BLAM
2052
Bourne Lent Asset Management
New York
$336K – – –
RWM
2053
Ritholtz Wealth Management
New York
$336K +$14.4K +66 +5%
SFS
2054
Strategic Financial Services
New York
$335K -$19.7K -90 -6%
PWA
2055
Peterson Wealth Advisors
Utah
$335K -$7K -32 -2%
CCM
2056
Community Capital Management
Florida
$333K -$314K -1,435 -50%
EIA
2057
Edgemoor Investment Advisors
Maryland
$333K – – –
MCMT
2058
Moon Capital Management (Tennessee)
Tennessee
$332K -$65.6K -300 -17%
IDA
2059
Intelligence Driven Advisers
California
$332K -$5.9K -27 -2%
LJHT
2060
Laurie J. Hall Trustee
$331K – – –
PCM
2061
Poehling Capital Management
Wisconsin
$331K – – –
WS
2062
Wela Strategies
Georgia
$331K +$219 +1 +0.1%
SAM
2063
Summit Asset Management
Tennessee
$329K -$4.37K -20 -1%
AFS
2064
Access Financial Services
Minnesota
$327K -$140K -640 -31%
AWA
2065
AmeriServ Wealth Advisors
Pennsylvania
$325K +$306K +1,399 New
UC
2066
Unio Capital
New Jersey
$325K +$306K +1,402 New
SDJVC
2067
St. Denis J. Villere & Co
Louisiana
$324K -$10.9K -50 -3%
LI
2068
LVZ Inc
Michigan
$322K +$304K +1,389 New
SAM
2069
Silphium Asset Management
United Kingdom
$321K – – –
MA
2070
MANA Advisors
New York
$320K +$302K +1,381 New
VV
2071
Verity & Verity
South Carolina
$318K – – –
FMW
2072
Farr Miller & Washington
District of Columbia
$318K +$65.6K +300 +28%
SIM
2073
Stratos Investment Management
Ohio
$317K +$299K +1,366 New
CWM
2074
Cranbrook Wealth Management
Michigan
$316K +$219 +1 +0.1%
AF
2075
AtlasMark Financial
Texas
$313K +$295K +1,350 New
81 82
83
84 85