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Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
3001
Quantinno Capital Management
New York
$309K -$355K -2,581 -54%
5L
3002
55I LLC
Massachusetts
$308K -$17.9K -130 -6%
SCM
3003
Shapiro Capital Management
Georgia
$307K -$13.6K -99 -4%
PFM
3004
Peak Financial Management
Massachusetts
$306K -$5.91K -43 -2%
FCT
3005
Family Capital Trust
Massachusetts
$306K – – –
TIM
3006
Triad Investment Management
California
$306K – – –
AMG
3007
Advisors Management Group
Wisconsin
$304K – – –
PWP
3008
Personal Wealth Partners
Minnesota
$304K +$17.1K +124 +6%
QC
3009
QCM Cayman
Texas
$304K +$301K +2,188 New
PS
3010
Portfolio Strategies
New York
$303K +$275 +2 +0.1%
CC
3011
Centiva Capital
New York
$302K +$232K +1,690 +352%
ST
3012
Sageworth Trust
Pennsylvania
$302K +$268K +1,950 +882%
BIA
3013
BHK Investment Advisors
Alabama
$299K -$138K -1,000 -32%
BRA
3014
Bender Robert & Associates
California
$294K +$11K +80 +4%
AWM
3015
Alterna Wealth Management
Texas
$293K -$82.6K -601 -22%
LFS
3016
Legacy Financial Strategies
Kansas
$292K +$68.6K +499 +33%
BWI
3017
Beacon Wealthcare Inc
North Carolina
$291K +$288K +2,093 New
NEIRG
3018
New England Investment & Retirement Group
Massachusetts
$290K -$8.94K -65 -3%
FWCM
3019
First Western Capital Management
California
$289K -$56.1K -408 -16%
HCP
3020
Holt Capital Partners
Texas
$288K -$14K -102 -5%
JC
3021
Jentner Corp
Ohio
$288K – – –
CHJWM
3022
Carlton Hofferkamp & Jenks Wealth Management
Texas
$287K – – –
NI
3023
NFC Investments
Tennessee
$287K – – –
FMP
3024
Financial Management Professionals
Texas
$287K +$200K +1,458 +241%
MCMT
3025
Moon Capital Management (Tennessee)
Tennessee
$283K -$227K -1,652 -44%
119 120
121
122 123