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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
626
Great Diamond Partners
Maine
$657K +$134K +1,690 +25%
EPA
627
Element Pointe Advisors
Florida
$655K – – –
JWCA
628
J.W. Cole Advisors
Florida
$651K +$23.4K +296 +4%
RCA
629
Roberts Capital Advisors
Colorado
$650K +$665K +8,423 New
VA
630
Valmark Advisers
Ohio
$645K +$28.8K +365 +5%
BBA
631
Baader Bank Aktiengesellschaft
Germany
$637K +$138K +1,746 +27%
TFM
632
TFC Financial Management
Massachusetts
$631K – – –
AIM
633
Aspen Investment Management
Michigan
$629K +$292K +3,690 +83%
CAI
634
Capital Advisors Inc
Oklahoma
$628K -$90.1K -1,140 -12%
DTL
635
Dynamic Technology Lab
Singapore
$625K +$286K +3,625 +81%
XSC
636
X-Square Capital
Puerto Rico
$624K -$304K -3,846 -31%
WCAMG
637
Woodard & Company Asset Management Group
North Carolina
$622K +$1.58K +20 +0.2%
RSA
638
River Street Advisors
Illinois
$619K – – –
DCM
639
Driehaus Capital Management
Illinois
$619K +$157K +1,982 +33%
SIC
640
Schwartz Investment Counsel
Michigan
$617K – – –
MC
641
Moors & Cabot
Massachusetts
$616K -$16.9K -214 -3%
JIC
642
Johnson Investment Counsel
Ohio
$616K +$154K +1,950 +32%
UCFA
643
United Capital Financial Advisors
Texas
$616K -$57.9K -733 -8%
DAS
644
Dynamic Advisor Solutions
Arizona
$615K +$44.1K +558 +8%
AFM
645
Abbot Financial Management
Massachusetts
$612K +$39.7K +502 +7%
MCM
646
Manchester Capital Management
Vermont
$610K – – –
RIA
647
Realta Investment Advisors
Delaware
$608K – – –
GIBU
648
Gulf International Bank (UK)
United Kingdom
$606K +$44K +557 +8%
VSQM
649
V-Square Quantitative Management
Illinois
$605K – – –
RJT
650
Raymond James Trust
Florida
$603K +$9.16K +116 +2%
24 25
26
27 28