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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
2301
Simon Quick Advisors
New Jersey
$543K -$28.6K -111 -5%
SCM
2302
Stonebridge Capital Management
California
$543K – – –
DDC
2303
DF Dent & Co
Maryland
$543K +$52.9K +205 +11%
RG
2304
Retirement Group
California
$541K +$48.2K +187 +10%
MPPLM
2305
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$539K -$72.5K -281 -12%
FDS
2306
First Dallas Securities
Texas
$538K +$530K +2,055 New
HWA
2307
Hillcrest Wealth Advisors
New Jersey
$535K +$527K +2,043 New
CMBA
2308
C.M. Bidwell & Associates
Hawaii
$534K -$134K -521 -20%
MTC
2309
McDaniel Terry & Co
Texas
$528K – – –
NWS
2310
Newport Wealth Strategies
California
$528K +$21.9K +85 +4%
KCPG
2311
Kavar Capital Partners Group
Kansas
$527K – – –
PAM
2312
Peak Asset Management
Colorado
$527K – – –
VDI
2313
Vaughan David Investments
Illinois
$527K +$3.35K +13 +0.7%
AAS
2314
Annex Advisory Services
Wisconsin
$527K +$18.6K +72 +4%
AWM
2315
Atticus Wealth Management
Florida
$526K -$16.8K -65 -3%
SSW
2316
Smith Shellnut Wilson
Mississippi
$526K – – –
TGAM
2317
TBH Global Asset Management
Tennessee
$526K +$108K +418 +26%
RWM
2318
Raffa Wealth Management
District of Columbia
$526K – – –
SPIO
2319
Seven Post Investment Office
California
$525K – – –
CIS
2320
Connors Investor Services
Pennsylvania
$524K -$903K -3,500 -64%
NA
2321
Navellier & Associates
Nevada
$524K – – –
OWM
2322
Orgel Wealth Management
Wisconsin
$524K – – –
SFM
2323
Systematic Financial Management
New Jersey
$524K – – –
NFG
2324
Nations Financial Group
Iowa
$521K -$9.28K -36 -2%
ESBC
2325
E.S. Barr & Co
Kentucky
$520K – – –
91 92
93
94 95