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Name Holding Trade Value Shares
Change 		Change in
Stake
YDMI
1201
Y.D. More Investments
Israel
$604K -$123K -285 -18%
AA
1202
Alta Advisers
United Kingdom
$604K – – –
SOAMC
1203
Spirit of America Management Corp
New York
$604K – – –
SWP
1204
Strategic Wealth Partners
Ohio
$602K +$36.8K +85 +7%
PS
1205
Portfolio Strategies
New York
$597K – – –
C
1206
Certuity
Florida
$594K +$31.6K +73 +6%
FNFDCM
1207
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$594K – – –
JSW
1208
Journey Strategic Wealth
New Jersey
$593K +$225K +520 +69%
MIS
1209
Morningstar Investment Services
Illinois
$590K -$178K -410 -24%
VCM
1210
Violich Capital Management
California
$588K +$549K +1,267 New
SRL
1211
Scientech Research LLC
New Jersey
$583K -$341K -787 -39%
OL
1212
OneFund LLC
Florida
$583K -$10.8K -25 -2%
ZIC
1213
ZWJ Investment Counsel
Georgia
$572K +$533K +1,231 New
BJL
1214
Brighton Jones LLC
Washington
$568K -$8.23K -19 -2%
FIC
1215
FCG Investment Company
Tennessee
$567K +$277K +640 +110%
USB
1216
Union Savings Bank
Connecticut
$567K +$233K +538 +79%
AA
1217
ALPS Advisors
Colorado
$563K -$26.8K -62 -5%
RFS
1218
Richardson Financial Services
Massachusetts
$562K +$121K +280 +30%
BLC
1219
Brown, Lisle/Cummings
Rhode Island
$558K – – –
MPWT
1220
MassMutual Private Wealth & Trust
Connecticut
$558K +$13K +30 +3%
EFI
1221
EHP Funds Inc
Canada
$557K +$130K +300 +33%
SA
1222
SpiderRock Advisors
Delaware
$556K +$516K +1,192 New
PG
1223
Proffitt & Goodson
Tennessee
$553K -$22.5K -52 -4%
V
1224
VeraBank
Texas
$553K – – –
SEC
1225
Seven Eight Capital
New York
$550K +$513K +1,185 New
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