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Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1376
First Personal Financial Services
North Carolina
$624K +$367K +2,991 +123%
KT
1377
Kanaly Trust
Texas
$623K -$389K -3,168 -37%
QCMNJ
1378
Quantum Capital Management (New Jersey)
New Jersey
$621K +$663K +5,400 New
BCM
1379
Brookstone Capital Management
Illinois
$619K +$137K +1,112 +26%
FVCM
1380
F&V Capital Management
Florida
$618K – – –
AWM
1381
AE Wealth Management
Kansas
$617K +$658K +5,361 New
AIP
1382
Ahrens Investment Partners
Louisiana
$616K +$658K +5,357 New
DA
1383
DSC Advisors
Illinois
$613K -$20.6K -168 -3%
SBSB
1384
Sullivan, Bruyette, Speros & Blaney
Virginia
$612K +$20.5K +167 +3%
CA
1385
Cambridge Advisors
Nebraska
$607K – – –
PSC
1386
Prentiss Smith & Co
Vermont
$600K – – –
IIC
1387
Integrated Investment Consultants
Michigan
$599K – – –
PRHC
1388
P.R. Herzig & Co
New York
$595K – – –
CAW
1389
Cornerstone Advisors (Washington)
Washington
$595K +$46.7K +380 +8%
BG
1390
Bahl & Gaynor
Ohio
$594K -$7K -57 -1%
SIAP
1391
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$593K +$632K +5,150 New
PAM
1392
Peak Asset Management
Colorado
$587K +$14.7K +120 +2%
PHS
1393
Pekin Hardy Strauss
Illinois
$584K +$142K +1,160 +30%
LP
1394
LGL Partners
Pennsylvania
$583K – – –
BFA
1395
Beaumont Financial Advisors
Massachusetts
$582K +$44.2K +360 +8%
TAM
1396
Taurus Asset Management
New York
$581K – – –
FDS
1397
First Dallas Securities
Texas
$576K +$221K +1,800 +56%
MWVC
1398
Morgens Waterfall Vintiadis & Co
New York
$575K -$3.25M -26,500 -84%
FFW
1399
Fusion Family Wealth
New York
$575K +$558K +4,543 New
SA
1400
Sicart Associates
New York
$572K +$610K +4,970 New
54 55
56
57 58