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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1951
Summit Asset Management
Tennessee
$609K +$579 +11 +0.1%
MPM
1952
Meritage Portfolio Management
Kansas
$608K – – –
KIG
1953
Kovitz Investment Group
Illinois
$606K +$6.1K +116 +1%
PWAG
1954
Polaris Wealth Advisory Group
California
$606K +$575K +10,922 New
EDRIA
1955
Edmonds Duncan Registered Investment Advisors
Kansas
$602K +$571K +10,845 New
MA
1956
MCF Advisors
Kentucky
$598K +$76.8K +1,460 +16%
AIM
1957
Avity Investment Management
Connecticut
$597K +$268K +5,102 +90%
BCM
1958
Brookstone Capital Management
Illinois
$595K -$57.8K -1,099 -9%
RIM
1959
Regent Investment Management
Kentucky
$594K -$84.2K -1,600 -13%
EC
1960
Eachwin Capital
New York
$592K +$562K +10,673 New
SSA
1961
South Street Advisors
New York
$588K +$157K +2,980 +39%
BOS
1962
Bingham Osborn & Scarborough
California
$587K -$4.63K -88 -0.8%
BL
1963
BCWM LLC
Kansas
$583K -$2.57M -48,910 -82%
USGIU
1964
U.S. Global Investors (USGI)
Texas
$583K +$300K +5,700 +119%
KA
1965
Kovack Advisors
Florida
$579K +$20K +380 +4%
CFS
1966
Commonwealth Financial Services
West Virginia
$578K -$46.1K -876 -8%
GC
1967
Gratus Capital
Georgia
$578K +$110K +2,089 +25%
MI
1968
Montage Investments
Kansas
$577K +$547K +10,401 New
ABTD
1969
Arvest Bank Trust Division
Oklahoma
$576K -$53.7K -1,020 -9%
NYLT
1970
New York Life Trust
New York
$574K -$132K -2,513 -20%
JGIA
1971
Jackson Grant Investment Advisers
Connecticut
$574K +$545K +10,351 New
IF
1972
IRON Financial
Illinois
$572K +$79K +1,502 +17%
WA
1973
WealthTrust-Arizona
Arizona
$570K -$7.68K -146 -1%
FNBOMD
1974
First National Bank of Mount Dora
Florida
$566K +$257K +4,875 +91%
AC
1975
Alexandria Capital
Virginia
$561K +$95.1K +1,807 +22%
77 78
79
80 81