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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1601
First Heartland Consultants
Missouri
$522K -$107K -913 -16%
CPO
1602
Cerity Partners OCIO
New York
$522K +$29.3K +250 +6%
LSA
1603
L & S Advisors
California
$522K +$41K +350 +8%
LJAC
1604
L.J. Altfest & Co
New York
$521K -$22.6K -193 -4%
WA
1605
Wambolt & Associates
Colorado
$521K +$4.1K +35 +0.8%
WIM
1606
Westside Investment Management
California
$520K -$253K -2,165 -20%
AWM
1607
Aberdeen Wealth Management
Illinois
$519K -$14.4K -123 -3%
WFI
1608
West Family Investments
California
$519K +$32.9K +281 +6%
BCP
1609
Blue Chip Partners
Michigan
$518K +$61K +521 +12%
FHB
1610
First Hawaiian Bank
Hawaii
$515K -$2.34K -20 -0.4%
HWM
1611
Hohimer Wealth Management
Washington
$514K +$16.4K +140 +3%
CG
1612
Clarus Group
Texas
$511K -$46.7K -399 -8%
DWM
1613
Dorchester Wealth Management
Quebec, Canada
$511K -$23.4K -200 -4%
HCM
1614
Hengehold Capital Management
Ohio
$510K -$6.44K -55 -1%
CM
1615
Castleark Management
Illinois
$510K – – –
FC
1616
Fusion Capital
South Carolina
$510K +$29.2K +249 +6%
CA
1617
CastleArk Alternatives
Illinois
$510K +$541K +4,620 New
ZAM
1618
Zevin Asset Management
Massachusetts
$508K -$10.4K -89 -2%
HFA
1619
High Falls Advisors
New York
$508K +$351 +3 +0.1%
BBA
1620
BLB&B Advisors
Pennsylvania
$507K +$223K +1,903 +71%
HPM
1621
Hudson Portfolio Management
New York
$506K -$74.9K -640 -12%
VFM
1622
Vivid Financial Management
California
$506K +$703 +6 +0.1%
RC
1623
Roundview Capital
New Jersey
$506K +$11.5K +98 +2%
FDS
1624
Freedom Day Solutions
Texas
$505K -$36.2K -309 -6%
ICA
1625
Infrastructure Capital Advisors
New York
$505K +$47.1K +402 +10%
63 64
65
66 67