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Name Holding Trade Value Shares
Change 		Change in
Stake
ME
1226
McIlrath & Eck
Washington
$327K +$322K +5,691 New
BFM
1227
Boston Financial Management
Massachusetts
$324K +$26.4K +467 +9%
AWM
1228
Aries Wealth Management
Maine
$323K +$299K +5,278 New
MOS
1229
MGO One Seven
Ohio
$322K +$318K +5,614 New
SCM
1230
Stordahl Capital Management
Colorado
$320K +$315K +5,571 New
IG
1231
Ithaka Group
Virginia
$319K -$11.5M -202,986 -97%
HFA
1232
HC Financial Advisors
California
$319K +$315K +5,562 New
ACP
1233
Aviance Capital Partners
Florida
$318K -$35.5K -627 -10%
MCM
1234
Manchester Capital Management
Vermont
$314K -$134K -2,365 -30%
KI
1235
Koch Industries
Kansas
$314K +$309K +5,465 New
NA
1236
NewEdge Advisors
Louisiana
$313K -$34.1K -602 -10%
AWM
1237
AllSquare Wealth Management
New York
$310K +$17K +300 +6%
NRS
1238
Neville Rodie & Shaw
New York
$310K +$56.6K +1,000 +23%
OA
1239
Oxbow Advisors
Texas
$308K +$65K +1,149 +27%
CAM
1240
Cypress Asset Management
Texas
$304K -$130K -2,300 -30%
FHA
1241
Flagship Harbor Advisors
Massachusetts
$304K -$23.2K -410 -7%
JFGIW
1242
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$304K -$3.96K -70 -1%
FCBT
1243
First Citizens Bank & Trust
North Carolina
$303K -$88.2K -1,558 -23%
LWIC
1244
Leith Wheeler Investment Counsel
British Columbia, Canada
$303K +$60.6K +1,070 +25%
NHC
1245
Nicholas Hoffman & Company
Georgia
$302K -$82.5K -1,458 -22%
AMM
1246
American Money Management
California
$302K +$30.1K +531 +11%
CCM
1247
Cadence Capital Management
Massachusetts
$300K – – –
TC
1248
Telemus Capital
Michigan
$299K -$170K -3,002 -37%
NGA
1249
Naples Global Advisors
Florida
$298K -$5.49K -97 -2%
DIM
1250
DC Investments Management
Virginia
$297K +$292K +5,168 New
48 49
50
51 52