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Name Holding Trade Value Shares
Change 		Change in
Stake
DFIG
1151
Dragon Financial & Investment Group
California
$300K +$276K +4,797 New
PC
1152
Port Capital
Illinois
$298K +$274K +4,761 New
GFPC
1153
Global Financial Private Capital
Florida
$297K -$86.1K -1,497 -24%
WC
1154
Whitnell & Co
Illinois
$297K – – –
FMLI
1155
Fukoku Mutual Life Insurance
Japan
$294K -$920K -16,000 -77%
GIM
1156
Groesbeck Investment Management
New Jersey
$294K – – –
HCM
1157
Harvest Capital Management
New Hampshire
$293K – – –
DAM
1158
Doheny Asset Management
California
$292K -$165K -2,862 -38%
FANJ
1159
Financial Architects (New Jersey)
New Jersey
$292K -$54.6K -950 -17%
TFO
1160
Tarbox Family Office
California
$292K +$2.07K +36 +0.8%
FGC
1161
Financial Gravity Companies
Texas
$292K +$246K +4,285 New
CCM
1162
Carlson Capital Management
Minnesota
$290K – – –
BCM
1163
Bienville Capital Management
New York
$289K – – –
BC
1164
Burleson & Co
California
$289K +$266K +4,619 New
MSR
1165
Main Street Research
Connecticut
$288K -$113K -1,964 -30%
KI
1166
Koch Industries
Kansas
$286K +$263K +4,578 New
GWM
1167
Greenwich Wealth Management
Connecticut
$285K +$262K +4,553 New
CA
1168
Calton & Associates
Florida
$281K +$241K +4,186 New
MSA
1169
Marino Stram & Associates
Massachusetts
$278K +$255K +4,442 New
CS
1170
Credential Securities
$277K +$38.9K +677 +18%
CYG
1171
Clean Yield Group
Vermont
$277K – – –
NA
1172
Navellier & Associates
Nevada
$275K -$575K -10,000 -69%
MPI
1173
Mairs & Power Inc
Minnesota
$275K – – –
MBT
1174
Monroe Bank & Trust
Michigan
$275K – – –
RIA
1175
Regal Investment Advisors
Michigan
$273K -$172 -3 -0.1%
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