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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1801
Hartford Financial Management
Connecticut
$165K +$170K +5,217 New
YL
1802
YCG LLC
Texas
$161K
HCP
1803
Holt Capital Partners
Texas
$160K
PG
1804
Patten Group
Tennessee
$157K +$160K +4,924 New
AC
1805
Alexandria Capital
Virginia
$155K -$83.4K -2,558 -34%
FMP
1806
Financial Management Professionals
Texas
$151K
SIG
1807
Stanford Investment Group
California
$144K
MCM
1808
MV Capital Management
Maryland
$140K -$38.5K -1,180 -21%
MJP
1809
Michael J. Puzo
$138K
SGC
1810
South Georgia Capital
Illinois
$137K -$6.88K -211 -5%
VIMU
1811
Veritas Investment Management (UK)
United Kingdom
$137K
CII
1812
Capital International Inc
California
$137K +$13.7K +421 +11%
TIM
1813
Tortoise Investment Management
New York
$131K +$10.3K +317 +8%
CWM
1814
Catamount Wealth Management
Connecticut
$129K +$68.7K +2,108 +108%
CAL
1815
Capital Analysts LLC
Pennsylvania
$115K +$7.4K +227 +7%
MP
1816
Manifold Partners
California
$115K -$1.05M -32,253 -90%
BWFA
1817
Baltimore-Washington Financial Advisors
Maryland
$115K
VIM
1818
Veritas Investment Management
United Kingdom
$114K
IRS
1819
Invictus RG (Singapore)
Singapore
$113K -$290K -8,885 -71%
ACS
1820
Archford Capital Strategies
Illinois
$113K +$326 +10 +0.3%
AA
1821
AlphaMark Advisors
Kentucky
$107K
WA
1822
Waverly Advisors
Alabama
$104K +$13K +399 +14%
TWMP
1823
Taylor Wealth Management Partners
Massachusetts
$104K +$70.4K +2,160 +195%
TRCT
1824
Tower Research Capital (TRC)
New York
$102K -$638K -19,572 -86%
NCMG
1825
NCM Capital Management Group
North Carolina
$101K