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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
876
Penobscot Investment Management
Massachusetts
$764K -$50.8K -2,450 -7%
TF
877
Trek Financial
Arizona
$764K +$20K +965 +3%
CA
878
Cornerstone Advisors
North Carolina
$759K +$702K +33,900 New
KCM
879
Kanawha Capital Management
Virginia
$759K -$176K -8,485 -20%
ADL
880
Asset Dedication LLC
California
$756K -$202K -9,753 -22%
EFS
881
Econ Financial Services
Pennsylvania
$754K +$697K +33,650 New
BFA
882
Bragg Financial Advisors
North Carolina
$751K -$234K -11,300 -25%
BFS
883
Bradley Foster & Sargent
Connecticut
$749K +$74.4K +3,589 +12%
BTI
884
Blue Trust Inc
Georgia
$743K -$46.4K -2,239 -6%
RPCONE
885
Retirement Planning Company of New England
Rhode Island
$742K +$15.1K +731 +2%
HWM
886
Hohimer Wealth Management
Washington
$740K +$275K +13,285 +67%
LS
887
Livforsakringsbolaget Skandia
Sweden
$738K – – –
GS
888
GTS Securities
Florida
$738K -$56K -2,702 -8%
HI
889
Harbour Investments
Wisconsin
$738K -$65K -3,138 -9%
FPCP
890
Fort Point Capital Partners
California
$738K -$11.3K -546 -2%
OCM
891
Octahedron Capital Management
California
$728K -$1.71M -82,500 -72%
FRA
892
Frank Rimerman Advisors
California
$727K +$139K +6,731 +26%
HIIFS
893
Harel Insurance Investments & Financial Services
Israel
$727K +$435K +21,000 +183%
F8IS
894
Figure 8 Investment Strategies
Idaho
$727K +$487K +23,484 +262%
NCM
895
NCM Capital Management
New Jersey
$726K -$2.07K -100 -0.3%
AWG
896
Altus Wealth Group
Colorado
$720K -$28.6K -1,378 -4%
CAM
897
Columbia Asset Management
Michigan
$719K -$199K -9,606 -23%
ECM
898
Evergreen Capital Management
Washington
$719K -$126K -6,092 -16%
PAM
899
Panagora Asset Management
Massachusetts
$717K -$1.82M -87,999 -73%
PIM
900
Profit Investment Management
Maryland
$716K -$28.1K -1,354 -4%
34 35
36
37 38