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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2376
HT Partners
Connecticut
$600K +$154K +5,610 +38%
RCM
2377
RNC Capital Management
California
$600K +$211K +7,670 +60%
HW
2378
Hamilton Wealth
California
$597K +$201K +7,320 +56%
CCA
2379
Cobblestone Capital Advisors
New York
$596K -$2.75K -100 -0.5%
VCM
2380
Vivaldi Capital Management
Illinois
$596K +$13.8K +500 +3%
CFC
2381
Coyle Financial Counsel
Illinois
$595K +$6.33K +230 +1%
BCP
2382
Berkeley Capital Partners
Georgia
$595K +$12.4K +450 +2%
LPIC
2383
LeJeune Puetz Investment Counsel
Michigan
$594K -$220K -8,000 -28%
BFS
2384
Baskin Financial Services
Ontario, Canada
$592K -$534K -19,400 -49%
SC
2385
Solstein Capital
California
$589K – – –
AP
2386
Arlington Partners
Alabama
$589K +$218K +7,930 +66%
MP
2387
McDonald Partners
Ohio
$588K -$1.98M -71,940 -78%
ACM
2388
Absolute Capital Management
Pennsylvania
$588K +$550K +20,000 New
NB
2389
Northwest Bancshares
Pennsylvania
$588K -$103K -3,760 -16%
COI
2390
Connable Office Inc
Michigan
$588K – – –
ECM
2391
EMC Capital Management
Texas
$588K – – –
RFP
2392
Roth Financial Partners
Texas
$588K – – –
NCM
2393
Northside Capital Management
Oregon
$584K -$138K -5,000 -20%
CIM
2394
Confluence Investment Management
Missouri
$584K -$86.7K -3,150 -14%
BFA
2395
Bragg Financial Advisors
North Carolina
$584K – – –
TC
2396
Telemus Capital
Michigan
$582K -$60K -2,180 -10%
CNBT
2397
Cornerstone National Bank & Trust
Illinois
$582K -$825K -30,000 -60%
PDM
2398
Penn Davis McFarland
Texas
$581K – – –
BFC
2399
Bedel Financial Consulting
Indiana
$581K +$12.4K +450 +2%
KCFA
2400
Key Client Fiduciary Advisors
New Jersey
$581K +$543K +19,740 New
94 95
96
97 98