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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
2076
NewFocus Financial Group
Washington
$380K -$21.9K -120 -6%
SIM
2077
Sadoff Investment Management
Wisconsin
$380K – – –
PI
2078
PHH Investments
Texas
$379K -$35.1K -192 -9%
SLF
2079
Sun Life Financial
Ontario, Canada
$378K -$386K -2,114 -52%
CB
2080
Chemical Bank
Michigan
$378K -$108K -591 -23%
PC
2081
Pecaut & Co
Iowa
$377K -$9.14K -50 -2%
IIC
2082
Ironwood Investment Counsel
Arizona
$377K -$7.13K -39 -2%
JWM
2083
JGP Wealth Management
Oregon
$376K – – –
HKAM
2084
Horizon Kinetics Asset Management
New York
$375K -$76.2K -417 -18%
WWM
2085
Windsor Wealth Management
Indiana
$375K +$12.2K +67 +4%
TF
2086
Tompkins Financial
New York
$372K – – –
BWCS
2087
Beirne Wealth Consulting Services
Connecticut
$369K -$789K -4,320 -69%
DWA
2088
Dougherty Wealth Advisers
Minnesota
$369K – – –
MUS
2089
Mitsubishi UFJ Securities
Japan
$369K +$115K +630 +49%
PM
2090
Penbrook Management
New York
$367K -$73.1K -400 -17%
CWM
2091
Centric Wealth Management
Illinois
$367K +$76.9K +421 +28%
VDI
2092
Vaughan David Investments
Illinois
$366K +$10.2K +56 +3%
VA
2093
Valmark Advisers
Ohio
$365K -$2.74K -15 -0.8%
UIA
2094
UBP Investment Advisors
Switzerland
$365K – – –
COI
2095
Capital One Investing
Virginia
$363K +$343K +1,880 New
CCA
2096
Conservest Capital Advisors
Pennsylvania
$362K – – –
KP
2097
Keel Point
Alabama
$361K -$2.92K -16 -0.8%
LSC
2098
Lesa Sroufe & Co
Washington
$359K -$3.29K -18 -1%
PP
2099
PDS Planning
Ohio
$358K -$320K -1,753 -49%
SDWIA
2100
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$356K +$1.1K +6 +0.3%
82 83
84
85 86