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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1826
Doliver Advisors
Texas
$212K +$198K +5,567 New
WA
1827
WESPAC Advisors
California
$210K -$103K -2,910 -35%
FBFS
1828
First Business Financial Services
Wisconsin
$209K +$195K +5,489 New
CAM
1829
Cidel Asset Management
Ontario, Canada
$207K +$193K +5,430 New
MWM
1830
Meridian Wealth Management
Kentucky
$204K +$187K +5,252 New
CRC
1831
Curi RMB Capital
Illinois
$204K +$190K +5,346 New
VCM
1832
Vision Capital Management
Oregon
$202K +$189K +5,305 New
RG
1833
Renaissance Group
Kentucky
$202K +$189K +5,315 New
ACM
1834
AUA Capital Management
Pennsylvania
$200K – – –
CCM
1835
Colorado Capital Management
Colorado
$200K +$187K +5,271 New
BIG
1836
Bellwether Investment Group
Tennessee
$199K +$186K +5,235 New
BCI
1837
Brinker Capital Investments
Pennsylvania
$198K +$110K +3,097 +147%
SAM
1838
Security Asset Management
New York
$192K +$20.3K +572 +13%
CCM
1839
Cutler Capital Management
Massachusetts
$190K +$178K +5,000 New
MFBTD
1840
MB Financial Bank - Trust Department
Illinois
$180K – – –
MIFH
1841
Migdal Insurance & Financial Holdings
Israel
$178K -$12K -337 -7%
WA
1842
Winfield Associates
Ohio
$178K +$178 +5 +0.1%
HCM
1843
Highlander Capital Management
New Jersey
$175K – – –
BWM
1844
Baystate Wealth Management
Massachusetts
$172K +$36 +1 +0%
PCP
1845
Proficio Capital Partners
Massachusetts
$172K +$23.7K +667 +17%
FCT
1846
Family Capital Trust
Massachusetts
$171K +$124K +3,500 +350%
TCCM
1847
Timber Creek Capital Management
Massachusetts
$164K -$6.79K -191 -4%
DSN
1848
D. Scott Neal
Kentucky
$161K -$9.88K -278 -6%
FPS
1849
Fieldpoint Private Securities
Connecticut
$158K +$148K +4,152 New
RPG
1850
Risk Paradigm Group
Texas
$157K -$77.6K -2,184 -35%
72 73
74
75 76