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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1776
Stanford Investment Group
California
$603K +$44 +1 +0%
CS
1777
Comerica Securities
Michigan
$602K -$319K -7,336 -33%
IH
1778
IFC Holdings
Florida
$599K -$381K -8,757 -37%
WA
1779
Wealth Architects
California
$599K +$13K +299 +2%
FHC
1780
First Houston Capital
Texas
$598K +$8.71K +200 +1%
BWM
1781
Biltmore Wealth Management
Arizona
$596K -$2.05K -47 -0.3%
KCPG
1782
Kavar Capital Partners Group
Kansas
$593K -$8.71K -200 -1%
SFM
1783
Signet Financial Management
New Jersey
$592K -$223K -5,118 -26%
CCC
1784
Chelsea Counsel Company
California
$590K – – –
PL
1785
Plancorp LLC
Missouri
$589K +$40.3K +925 +7%
DBT
1786
Dubuque Bank & Trust
Iowa
$587K +$73.6K +1,690 +13%
MPM
1787
Meritage Portfolio Management
Kansas
$585K +$359K +8,245 +134%
PAM
1788
PT Asset Management
Illinois
$585K +$572K +13,150 +1,052%
NEIRG
1789
New England Investment & Retirement Group
Massachusetts
$584K -$46.6K -1,070 -7%
AIM
1790
Allen Investment Management
New York
$583K -$189K -4,346 -23%
OAM
1791
Occidental Asset Management
California
$583K +$37.4K +859 +6%
SIC
1792
Shoker Investment Counsel
Ohio
$580K -$52.2K -1,199 -8%
F
1793
FutureAdvisor
California
$578K +$274K +6,305 +79%
SCA
1794
Stonebridge Capital Advisors
Minnesota
$572K +$23.4K +537 +4%
VAM
1795
Verity Asset Management
North Carolina
$570K -$19.8K -455 -3%
RVP
1796
Relative Value Partners
Illinois
$570K +$2.39K +55 +0.4%
ZCA
1797
Zeke Capital Advisors
Pennsylvania
$568K -$17.1K -393 -3%
CPO
1798
Cerity Partners OCIO
New York
$568K +$5.27K +121 +0.9%
MFS
1799
Madrona Financial Services
Washington
$568K +$22.1K +508 +4%
RFA
1800
Reilly Financial Advisors
California
$567K +$135K +3,092 +28%
70 71
72
73 74