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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
1151
American Investment Services
Massachusetts
$306K +$17.5K +265 +6%
FMB
1152
Field & Main Bank
Kentucky
$306K +$198K +3,000 +188%
RIA
1153
Regal Investment Advisors
Michigan
$304K +$14K +212 +5%
DPI
1154
Diversified Portfolios Inc
Michigan
$303K -$84.5K -1,280 -22%
DCM
1155
Delpha Capital Management
New York
$303K -$65.3K -990 -18%
PWP
1156
Private Wealth Partners
California
$302K -$2.08M -31,461 -87%
AWM
1157
AE Wealth Management
Kansas
$301K +$299K +4,527 New
GFPC
1158
Global Financial Private Capital
Florida
$300K -$14.8K -225 -5%
MA
1159
MCF Advisors
Kentucky
$296K +$8.71K +132 +3%
PC
1160
Port Capital
Illinois
$294K -$22K -333 -7%
CYG
1161
Clean Yield Group
Vermont
$294K – – –
MPI
1162
Mairs & Power Inc
Minnesota
$292K – – –
ECM
1163
ETrade Capital Management
Virginia
$291K +$289K +4,374 New
BCWM
1164
Blue Chip Wealth Management
Florida
$289K +$287K +4,356 New
HB
1165
Homrich & Berg
Georgia
$285K +$52.9K +802 +23%
RCM
1166
RNC Capital Management
California
$285K +$283K +4,290 New
TFS
1167
TrustCore Financial Services
Tennessee
$281K +$11.9K +180 +4%
RWA
1168
River Wealth Advisors
Pennsylvania
$280K – – –
PVH
1169
Psagot Value Holdings
Israel
$279K – – –
WPP
1170
Whalerock Point Partners
Rhode Island
$279K – – –
SSP
1171
Sapphire Star Partners
Washington
$278K -$653K -9,900 -70%
QCG
1172
Quadrant Capital Group
Ohio
$278K -$594 -9 -0.2%
CA
1173
Cornerstone Advisory
Maryland
$277K -$49.5K -750 -15%
FGC
1174
Financial Gravity Companies
Texas
$277K -$14.2K -215 -5%
SNT
1175
Security National Trust
West Virginia
$277K +$8.25K +125 +3%
45 46
47
48 49