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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2976
Planning Directions
Pennsylvania
$324K +$9.39K +74 +3%
HF
2977
HRT Financial
New York
$320K -$51.7K -407 -15%
RPGK
2978
Retirement Planning Group (Kansas)
Kansas
$320K +$2.03K +16 +0.7%
SCA
2979
Stuart Chaussee & Associates
California
$318K – – –
GAAM
2980
Guinness Atkinson Asset Management
California
$316K +$2.54K +20 +0.9%
RAM
2981
RWC Asset Management
United Kingdom
$315K -$2.51M -19,759 -89%
TAM
2982
Trust Asset Management
Texas
$315K +$298K +2,348 New
5L
2983
55I LLC
Massachusetts
$314K +$14.5K +114 +5%
P
2984
&Partners
Tennessee
$312K -$84.2K -663 -22%
TCM
2985
Teza Capital Management
Illinois
$311K -$737K -5,808 -71%
FTS
2986
Fifth Third Securities
Ohio
$311K +$295K +2,323 New
FPIS
2987
Financial Planning & Information Services
Wisconsin
$310K -$40.2K -317 -12%
SCM
2988
Shapiro Capital Management
Georgia
$309K +$254 +2 +0.1%
SHWM
2989
Smith & Howard Wealth Management
Georgia
$309K -$197K -1,548 -40%
SWM
2990
Shakespeare Wealth Management
Wisconsin
$307K +$291K +2,295 New
PFA
2991
Pinnacle Family Advisors
Missouri
$303K +$58.3K +459 +25%
PFM
2992
Peak Financial Management
Massachusetts
$301K -$12.9K -102 -4%
AFIA
2993
America First Investment Advisors
Nebraska
$299K – – –
SFPIA
2994
Stevens First Principles Investment Advisors
California
$296K +$19.3K +152 +7%
FCT
2995
Family Capital Trust
Massachusetts
$295K – – –
TIM
2996
Triad Investment Management
California
$295K – – –
DPI
2997
Diversified Portfolios Inc
Michigan
$293K -$25.4K -200 -8%
AMG
2998
Advisors Management Group
Wisconsin
$293K +$32.4K +255 +13%
HCP
2999
Holt Capital Partners
Texas
$292K -$28.6K -225 -9%
PS
3000
Portfolio Strategies
New York
$291K +$2.41K +19 +0.9%
118 119
120
121 122