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Name Holding Trade Value Shares
Change 		Change in
Stake
UMA
1326
USA Mutuals Advisors
Texas
$401K – – –
OC
1327
Oarsman Capital
Wisconsin
$400K -$4K -100 -1%
FPCM
1328
Financial Partners Capital Management
New York
$399K +$44.9K +1,120 +13%
NAM
1329
North American Management
Massachusetts
$399K +$91.7K +2,290 +30%
SAM
1330
Strategy Asset Managers
California
$398K -$16.8K -420 -4%
BOS
1331
Bank of Stockton
California
$398K – – –
PP
1332
Pegasus Partners
Wisconsin
$397K – – –
EAM
1333
Evanson Asset Management
California
$393K +$4.81K +120 +1%
CW
1334
Cobiz Wealth
Colorado
$392K – – –
GC
1335
Grace Capital
Massachusetts
$392K – – –
MBT
1336
Monroe Bank & Trust
Michigan
$389K -$64.3K -1,605 -14%
PHAM
1337
Palisades Hudson Asset Management
Florida
$387K – – –
EBSAM
1338
Eubel Brady & Suttman Asset Management
Ohio
$387K +$30.8K +770 +9%
NFG
1339
Nadler Financial Group
Illinois
$386K -$50.9K -1,270 -12%
IFS
1340
Ifrah Financial Services
Arkansas
$386K – – –
IIA
1341
IPG Investment Advisors
California
$385K -$77.2K -1,928 -17%
ZIM
1342
Zacks Investment Management
Illinois
$385K +$4.97K +124 +1%
FIM
1343
Freedom Investment Management
Connecticut
$384K -$199K -4,966 -50%
HPBT
1344
High Point Bank & Trust
North Carolina
$380K -$7.73K -193 -2%
EWM
1345
Empirical Wealth Management
Washington
$378K +$80 +2 +0%
TT
1346
Tiedemann Trust
Delaware
$377K -$4K -100 -1%
BCM
1347
BTC Capital Management
Iowa
$376K +$16.3K +406 +5%
HFM
1348
Hartford Financial Management
Connecticut
$373K -$21.2K -529 -5%
CFS
1349
Commonwealth Financial Services
West Virginia
$373K – – –
MWP
1350
MYCIO Wealth Partners
Pennsylvania
$373K +$4.25K +106 +1%
52 53
54
55 56