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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
2051
Stelac Advisory Services
New York
$275K +$118K +668 +75%
SFG
2052
StrategIQ Financial Group
Indiana
$274K – – –
BCM
2053
BTR Capital Management
California
$274K +$15.2K +86 +6%
BFG
2054
Barber Financial Group
Kansas
$273K +$274K +1,548 New
BONST
2055
Bank of Nova Scotia Trust
Ontario, Canada
$272K -$15K -85 -5%
NERM
2056
New England Research & Management
Illinois
$272K +$272K +1,540 New
HAIM
2057
Hunter Associates Investment Management
Pennsylvania
$271K +$59.7K +338 +28%
NCM
2058
Noesis Capital Mangement
Florida
$270K +$270K +1,528 New
LK
2059
Lumbard & Kellner
New Hampshire
$269K -$15K -85 -5%
JA
2060
JOYN Advisors
Georgia
$269K +$270K +1,527 New
GC
2061
Gilbert & Cook
Iowa
$266K -$16.1K -91 -6%
BCM
2062
Bridgeway Capital Management
Texas
$265K – – –
BC
2063
Barnett & Company
Tennessee
$265K +$177K +1,000 +200%
SC
2064
Sovarnum Capital
New York
$265K +$265K +1,500 New
MWM
2065
Modera Wealth Management
New Jersey
$262K +$46.1K +261 +21%
SCA
2066
Sage Capital Advisors
South Dakota
$261K – – –
TAMH
2067
Taikang Asset Management (HK)
Hong Kong
$261K +$261K +1,479 New
WIC
2068
Whitegate Investment Counselors
New Hampshire
$259K +$11.5K +65 +5%
TFA
2069
Transamerica Financial Advisors
Florida
$258K +$258K +1,459 New
AAP
2070
Aristotle Atlantic Partners
Florida
$258K +$259K +1,464 New
ACG
2071
Allen Capital Group
Nebraska
$257K +$257K +1,454 New
AC
2072
Allstate Corporation
Illinois
$256K -$29.3K -166 -10%
MLFP
2073
MPS Loria Financial Planners
Illinois
$256K +$530 +3 +0.2%
HKIM
2074
Hayek Kallen Investment Management
Alabama
$255K – – –
PAM
2075
Private Asset Management
California
$254K +$254K +1,439 New
81 82
83
84 85