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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2401
Catamount Wealth Management
Connecticut
$241K +$9.71K +133 +4%
BWL
2402
Bogart Wealth LLC
Virginia
$237K +$227K +3,108 New
TCM
2403
Towercrest Capital Management
Pennsylvania
$236K – – –
ALIONA
2404
Allianz Life Insurance of North America
Minnesota
$236K +$16.4K +225 +8%
LFR
2405
Lehman Financial Resources
Pennsylvania
$235K – – –
SFG
2406
StrategIQ Financial Group
Indiana
$235K +$7.3K +100 +3%
SAS
2407
Stelac Advisory Services
New York
$235K +$82.2K +1,125 +55%
AMG
2408
Asset Management Group
Connecticut
$234K -$17.8K -243 -7%
LRIC
2409
Long Road Investment Counsel
Michigan
$233K -$43.8K -600 -16%
RIA
2410
RPG Investment Advisory
California
$232K +$72.2K +989 +46%
AA
2411
Apriem Advisors
California
$232K +$228K +3,117 New
BJ
2412
Brouwer & Janachowski
California
$230K +$11K +151 +5%
OCAM
2413
Onex Canada Asset Management
Ontario, Canada
$224K -$19.5K -267 -8%
PM
2414
Parametrica Management
Hong Kong
$223K -$35.6K -487 -14%
MIM
2415
Midwest Investment Management
Ohio
$223K – – –
OC
2416
Oakmont Corp
California
$223K – – –
PP
2417
Pension Partners
New York
$223K – – –
CM
2418
Capital Management
Virginia
$223K +$219K +3,000 New
CCM
2419
Coe Capital Management
Illinois
$219K +$215K +2,941 New
RBC
2420
Roble Belko & Company
Pennsylvania
$216K +$10.2K +140 +5%
CCM
2421
Copeland Capital Management
Pennsylvania
$214K -$24.8K -340 -11%
MC
2422
MIG Capital
California
$214K +$210K +2,878 New
RPG
2423
Risk Paradigm Group
Texas
$214K -$131K -1,788 -38%
RCG
2424
Ruggie Capital Group
Florida
$210K – – –
CAAS
2425
Capital Asset Advisory Services
Michigan
$208K -$110K -1,500 -35%
95 96
97
98 99