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Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
1051
Cheviot Value Management
California
$4.21M +$4.64M +25,611 New
DPIM
1052
Duff & Phelps Investment Management
Illinois
$4.2M +$36.2K +200 +0.8%
MCP
1053
Mirador Capital Partners
California
$4.19M +$312K +1,722 +7%
HWA
1054
HCR Wealth Advisors
California
$4.17M +$276K +1,524 +6%
OCM
1055
One Capital Management
California
$4.16M +$251K +1,388 +6%
CWA
1056
Cypress Wealth Advisors
California
$4.13M – – –
AIM
1057
Arcadia Investment Management
Michigan
$4.12M +$740K +4,090 +19%
FWM
1058
Focused Wealth Management
New York
$4.12M +$711K +3,926 +19%
CFIC
1059
City Financial Investment Company
United Kingdom
$4.11M – – –
VFCM
1060
Valley Forge Capital Management
Florida
$4.11M – – –
ACM
1061
Advent Capital Management
New York
$4.11M +$4.53M +25,000 New
RCM
1062
Redwood Capital Management
New York
$4.11M +$4.53M +25,000 New
TI
1063
Truepoint Inc
Ohio
$4.08M +$724 +4 +0%
EFS
1064
Essex Financial Services
Connecticut
$4.07M -$258K -1,426 -5%
MYIA
1065
Mount Yale Investment Advisors
Colorado
$4.07M +$354K +1,957 +8%
SAM
1066
Silphium Asset Management
United Kingdom
$4.06M +$3.8M +21,000 +569%
CL
1067
CPWM LLC
Washington
$4.05M -$13.8K -76 -0.3%
BCA
1068
Bray Capital Advisors
Florida
$4.04M -$28.1K -155 -0.6%
VFA
1069
Valeo Financial Advisors
Indiana
$4.02M +$246K +1,360 +5%
MMG
1070
Monetary Management Group
Missouri
$3.95M -$320K -1,765 -7%
FIM
1071
Fernwood Investment Management
Massachusetts
$3.93M +$148K +820 +4%
PP
1072
Professional Planning
California
$3.92M +$70.8K +391 +2%
FIM
1073
Frontier Investment Management
Texas
$3.92M -$138K -764 -3%
ACC
1074
Accident Compensation Corp
New Zealand
$3.91M -$145K -800 -3%
HAC
1075
Harbor Advisory Corp
New Hampshire
$3.91M -$5.43K -30 -0.1%
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