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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2601
Concorde Asset Management
Michigan
$520K +$67.9K +626 +16%
EMG
2602
Ellington Management Group
Connecticut
$515K +$488K +4,500 New
HIM
2603
Hillsdale Investment Management
Ontario, Canada
$512K -$21.7K -200 -4%
BJ
2604
Brouwer & Janachowski
California
$511K – – –
FWSM
2605
First Wilshire Securities Management
California
$498K – – –
VBFG
2606
Vishria Bird Financial Group
Tennessee
$495K – – –
MWM
2607
MinichMacGregor Wealth Management
New York
$491K +$5.75K +53 +1%
TCB
2608
Texas Capital Bancshares
Texas
$490K – – –
WCM
2609
Windsor Capital Management
Arizona
$488K -$6.5K -60 -1%
KIM
2610
Karpus Investment Management
New York
$487K -$125K -1,150 -21%
KM
2611
Kalos Management
Georgia
$487K -$89.7K -827 -16%
LK
2612
Lumbard & Kellner
New Hampshire
$486K – – –
WPSG
2613
Wealth & Pension Services Group
Georgia
$479K +$454K +4,188 New
BWP
2614
BSW Wealth Partners
Colorado
$478K +$12.5K +115 +3%
WP
2615
WealthShield Partners
North Carolina
$477K – – –
SDWMA
2616
Schneider Downs Wealth Management Advisors
Pennsylvania
$476K +$57.6K +531 +15%
RP
2617
Reinhart Partners
Wisconsin
$475K -$613K -5,650 -58%
IIM
2618
Ironwood Investment Management
Massachusetts
$472K – – –
WAM
2619
Watermark Asset Management
California
$472K +$2.71K +25 +0.6%
AIS
2620
Accurate Investment Solutions
Pennsylvania
$469K -$37.2K -343 -8%
CA
2621
Continuum Advisory
Idaho
$469K -$7.37K -68 -2%
BBP
2622
Banco BTG Pactual
Brazil
$464K -$2.17K -20 -0.5%
BCI
2623
Brinker Capital Investments
Pennsylvania
$463K +$138K +1,270 +46%
VFP
2624
Verus Financial Partners
Virginia
$460K -$25.6K -236 -6%
PCA
2625
Private Capital Advisors
Connecticut
$458K – – –
103 104
105
106 107