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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1526
GSB Wealth Management
Connecticut
$1.05M +$22K +367 +2%
VA
1527
Valmark Advisers
Ohio
$1.04M +$138K +2,300 +14%
HWA
1528
Heritage Wealth Advisors
Virginia
$1.04M -$50.9K -848 -4%
CCG
1529
Ceeto Capital Group
Florida
$1.04M – – –
NFA
1530
Northern Financial Advisors
Michigan
$1.03M -$141K -2,348 -11%
SDAM
1531
Shulman DeMeo Asset Management
New York
$1.03M -$76.4K -1,274 -6%
SFA
1532
Souders Financial Advisors
Ohio
$1.03M +$252K +4,206 +30%
SP
1533
Successful Portfolios
Florida
$1.03M +$3.66K +61 +0.3%
ORC
1534
O'Rourke & Company
Massachusetts
$1.03M +$300 +5 +0%
BAM
1535
Brave Asset Management
New Jersey
$1.03M – – –
ZIG
1536
Zullo Investment Group
Pennsylvania
$1.03M +$43.1K +718 +4%
AIS
1537
AM Investment Strategies
Tennessee
$1.02M – – –
ST
1538
Spinnaker Trust
Maine
$1.02M – – –
SC
1539
Syon Capital
California
$1.02M +$1.09M +18,249 New
PIM
1540
Provident Investment Management
Michigan
$1.02M – – –
PCA
1541
Private Capital Advisors
Connecticut
$1.02M – – –
BAM
1542
Bosun Asset Management
Illinois
$1.01M -$35.7K -596 -3%
PCG
1543
Prosperity Consulting Group
Maryland
$1.01M +$265K +4,411 +32%
BDWCC
1544
B&D White Capital Company
Texas
$1.01M +$1.08M +18,035 New
BMO
1545
Beck Mack & Oliver
New York
$1.01M -$473K -7,893 -30%
ROTUOC
1546
Regents of the University of California
California
$1.01M – – –
GC
1547
Grimes & Company
Massachusetts
$1.01M -$13K -217 -1%
ACM
1548
Advisors Capital Management
New Jersey
$1M +$49.8K +830 +5%
BMM
1549
Buffington Mohr McNeal
Idaho
$999K +$480 +8 +0%
BP
1550
BBR Partners
New York
$997K +$265K +4,426 +33%
60 61
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