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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3051
C2C Wealth Management
Arizona
$7.93M +$103K +205 +1%
LCM
3052
Lazari Capital Management
California
$7.91M -$36.6K -73 -0.4%
HAC
3053
Harbor Advisory Corp
New Hampshire
$7.91M -$488K -974 -6%
CIM
3054
Contravisory Investment Management
Massachusetts
$7.9M +$440K +878 +6%
FDS
3055
First Dallas Securities
Texas
$7.89M -$299K -597 -4%
USB
3056
Union Savings Bank
Connecticut
$7.89M +$8.18M +16,316 New
SNBOSCI
3057
Security National Bank of Sioux City Iowa
Iowa
$7.88M -$77.2K -154 -0.9%
MFG
3058
Mosaic Financial Group
Illinois
$7.88M -$494K -985 -6%
VWS
3059
Virtus Wealth Solutions
New Jersey
$7.88M -$158K -315 -2%
JDLA
3060
J. Derek Lewis & Associates
California
$7.88M +$8.17M +16,299 New
SCM
3061
Summerhill Capital Management
Ontario, Canada
$7.88M +$5.51K +11 +0.1%
SIC
3062
Sterling Investment Counsel
New York
$7.87M +$2.32M +4,636 +38%
EFM
3063
Eley Financial Management
Vermont
$7.86M -$27.6K -55 -0.3%
KCFA
3064
Key Client Fiduciary Advisors
New Jersey
$7.86M -$264K -526 -3%
GFPC
3065
Global Financial Private Client
Florida
$7.86M +$137K +273 +2%
CA
3066
Capital Advantage
California
$7.86M +$192K +383 +2%
SC
3067
Sierra Capital
Florida
$7.86M -$25.1K -50 -0.3%
SP
3068
Symmetry Partners
Connecticut
$7.86M -$163K -326 -2%
PTFIS
3069
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$7.86M +$8.14M +16,243 New
BI
3070
Ballast Inc
Kentucky
$7.85M +$27.1K +54 +0.3%
RAG
3071
RIA Advisory Group
Iowa
$7.85M +$1.42M +2,830 +21%
PK
3072
Pflug Koory
Nebraska
$7.85M +$20.5K +41 +0.3%
HFRG
3073
Houlihan Financial Resource Group
Virginia
$7.84M +$5.6M +11,166 +197%
FGAM
3074
Financial Gravity Asset Management
Texas
$7.84M +$297K +592 +4%
CPSC
3075
Carl P. Sherr & Co
Massachusetts
$7.84M -$63.6K -127 -0.7%
121 122
123
124 125