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Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
1026
Lawrence B. Cohen
$2.02M +$163K +1,327 +9%
FTC
1027
Farmers Trust Company
Ohio
$2.02M – – –
NERM
1028
New England Research & Management
Illinois
$2.02M +$118K +958 +6%
GRP
1029
Global Retirement Partners
California
$2.02M +$70.9K +577 +4%
NAG
1030
Northstar Advisory Group
New Jersey
$2M +$1.73M +14,048 +613%
MGIA
1031
Moneta Group Investment Advisors
Missouri
$1.99M +$186K +1,514 +10%
GCP
1032
GSA Capital Partners
United Kingdom
$1.99M +$2M +16,239 New
VCP
1033
Vista Capital Partners
Oregon
$1.99M – – –
GCM
1034
Graham Capital Management
Connecticut
$1.99M -$1.22M -9,942 -38%
DT
1035
Diversified Trust
Tennessee
$1.99M +$616K +5,010 +45%
AAM
1036
Advisors Asset Management
Colorado
$1.98M +$23.7K +193 +1%
MMPW
1037
Mitchell McLeod Pugh & Williams
Alabama
$1.98M -$615 -5 -0%
MLL
1038
Moody Lynn & Lieberson
Massachusetts
$1.97M -$2.71K -22 -0.1%
MPPLM
1039
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.97M +$62K +504 +3%
NPP
1040
New Potomac Partners
Maryland
$1.97M +$615 +5 +0%
V
1041
VeraBank
Texas
$1.97M -$290K -2,356 -13%
PRS
1042
Pinkerton Retirement Specialists
Idaho
$1.96M +$1.96M +15,976 New
DBG
1043
De Burlo Group
Massachusetts
$1.96M -$12.3K -100 -0.6%
EFM
1044
E Fund Management
China
$1.96M -$508K -4,130 -21%
FHB
1045
First Hawaiian Bank
Hawaii
$1.95M +$245K +1,995 +14%
IWC
1046
Integrated Wealth Concepts
Massachusetts
$1.94M -$937K -7,619 -33%
GCS
1047
Gordian Capital (Singapore)
Singapore
$1.94M -$1.01M -8,200 -34%
PFS
1048
Physicians Financial Services
North Carolina
$1.94M -$12.3K -100 -0.6%
BCM
1049
Birch Capital Management
Texas
$1.93M – – –
KF
1050
Krilogy Financial
Missouri
$1.93M +$461K +3,748 +31%
40 41
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