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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1651
Ethic Inc
New York
$751K +$222K +8,117 +31%
SMFS
1652
Squar Milner Financial Services
California
$748K +$67.4K +2,467 +8%
KOMWMG
1653
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$746K -$7.38K -270 -0.8%
CICI
1654
Capital Investment Counsel Inc
North Carolina
$745K -$8.71K -319 -0.9%
WPP
1655
Whalerock Point Partners
Rhode Island
$745K – – –
PWMG
1656
Prestige Wealth Management Group
New Jersey
$743K +$251K +9,195 +37%
CRC
1657
Curi RMB Capital
Illinois
$742K +$89.9K +3,291 +11%
PG
1658
Proffitt & Goodson
Tennessee
$741K -$7.02K -257 -0.8%
CL
1659
CPWM LLC
Washington
$741K +$62.9K +2,302 +7%
ACM
1660
Ategra Capital Management
Virginia
$739K -$1.17M -42,678 -56%
OTPPB
1661
Ontario Teachers' Pension Plan Board
Ontario, Canada
$739K +$917K +33,577 New
LCM
1662
Leisure Capital Management
California
$738K +$29.7K +1,087 +3%
LMAM
1663
Legg Mason Asset Management
Japan
$738K +$101K +3,703 +12%
MAM
1664
Mastrapasqua Asset Management
Tennessee
$736K +$30.3K +1,110 +3%
CFA
1665
Cahill Financial Advisors
Minnesota
$733K +$8.22K +301 +0.9%
LDFR
1666
Lehman & Derafelo Financial Resources
Pennsylvania
$731K +$13K +477 +1%
DIP
1667
DT Investment Partners
Pennsylvania
$730K -$4.51M -165,244 -83%
ACI
1668
Alpha Cubed Investments
California
$730K -$15.4K -565 -2%
MCM
1669
Mork Capital Management
California
$729K -$61.5K -2,251 -6%
CCM
1670
Community Capital Management
Florida
$729K – – –
KSCM
1671
Kamunting Street Capital Management
Florida
$729K – – –
CI
1672
Clal Insurance
Israel
$729K +$869K +31,806 +2,458%
SFSG
1673
Stearns Financial Services Group
North Carolina
$728K -$10.7K -392 -1%
PWAG
1674
Polaris Wealth Advisory Group
California
$727K -$25M -914,543 -97%
PCAP
1675
Pratt Collard Advisory Partners
New York
$727K -$292K -10,682 -24%
65 66
67
68 69