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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1151
Burleson & Co
California
$307K – – –
AIS
1152
American Investment Services
Massachusetts
$306K +$17.5K +265 +6%
FMB
1153
Field & Main Bank
Kentucky
$306K +$198K +3,000 +188%
RIA
1154
Regal Investment Advisors
Michigan
$304K +$14K +212 +5%
DPI
1155
Diversified Portfolios Inc
Michigan
$303K -$84.5K -1,280 -22%
DCM
1156
Delpha Capital Management
New York
$303K -$65.3K -990 -18%
PWP
1157
Private Wealth Partners
California
$302K -$2.08M -31,461 -87%
AWM
1158
AE Wealth Management
Kansas
$301K +$299K +4,527 New
GFPC
1159
Global Financial Private Capital
Florida
$300K -$14.8K -225 -5%
MA
1160
MCF Advisors
Kentucky
$296K +$8.71K +132 +3%
PC
1161
Port Capital
Illinois
$294K -$22K -333 -7%
CYG
1162
Clean Yield Group
Vermont
$294K – – –
MPI
1163
Mairs & Power Inc
Minnesota
$292K – – –
ECM
1164
ETrade Capital Management
Virginia
$291K +$289K +4,374 New
BCWM
1165
Blue Chip Wealth Management
Florida
$289K +$287K +4,356 New
HB
1166
Homrich & Berg
Georgia
$285K +$52.9K +802 +23%
RCM
1167
RNC Capital Management
California
$285K +$283K +4,290 New
TFS
1168
TrustCore Financial Services
Tennessee
$281K +$11.9K +180 +4%
RWA
1169
River Wealth Advisors
Pennsylvania
$280K – – –
PVH
1170
Psagot Value Holdings
Israel
$279K – – –
WPP
1171
Whalerock Point Partners
Rhode Island
$279K – – –
SSP
1172
Sapphire Star Partners
Washington
$278K -$653K -9,900 -70%
QCG
1173
Quadrant Capital Group
Ohio
$278K -$594 -9 -0.2%
CA
1174
Cornerstone Advisory
Maryland
$277K -$49.5K -750 -15%
FGC
1175
Financial Gravity Companies
Texas
$277K -$14.2K -215 -5%
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48 49