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Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1676
Clean Yield Group
Vermont
$271K +$35.9K +800 +15%
CCP
1677
Cardan Capital Partners
Colorado
$271K +$281K +6,247 New
EP
1678
Edgestream Partners
New Jersey
$270K +$279K +6,212 New
WF
1679
WoodTrust Financial
Wisconsin
$269K -$53.9K -1,200 -16%
SFG
1680
Sather Financial Group
Texas
$268K +$7.28K +162 +3%
WOC
1681
West Oak Capital
California
$267K – – –
HFP
1682
Holistic Financial Partners
Indiana
$267K +$1.35K +30 +0.5%
GEA
1683
Glen Eagle Advisors
New Jersey
$266K +$18.2K +405 +7%
IC
1684
Intersect Capital
California
$266K -$6.29K -140 -2%
TFO
1685
Tarbox Family Office
California
$265K -$193K -4,307 -41%
MGIA
1686
Matthew Goff Investment Advisor
Texas
$265K +$12.1K +269 +5%
GIM
1687
Goelzer Investment Management
Indiana
$262K -$23.1K -515 -8%
AAM
1688
American Asset Management
Florida
$262K – – –
AWA
1689
Acorn Wealth Advisors
Michigan
$261K -$3.46K -77 -1%
GC
1690
Gruss & Co
Florida
$261K – – –
ICA
1691
Infrastructure Capital Advisors
New York
$261K +$270K +6,000 New
DDPIC
1692
Deroy & Devereaux Private Investment Counsel
Michigan
$260K – – –
OSNBOA
1693
Old Second National Bank of Aurora
Illinois
$259K -$14.2K -316 -5%
PJSIMP
1694
P.J. Schmidt Investment Management (PJS)
Wisconsin
$258K -$62K -1,380 -19%
CHP
1695
Cable Hill Partners
Oregon
$255K -$53.9K -1,200 -17%
CCB
1696
Cutter & Co Brokerage
Missouri
$255K – – –
TG
1697
TLP Group
Illinois
$255K +$258K +5,734 +4,411%
NCM
1698
Nelson Capital Management
California
$254K – – –
SC
1699
Searle & Co
Connecticut
$254K – – –
TC
1700
Trust Company
Kansas
$254K – – –
66 67
68
69 70