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Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1751
J.M. Forbes & Co
Massachusetts
$275K +$27K +974 +12%
CIP
1752
Capital Insight Partners
Arizona
$275K +$257K +9,291 New
NP
1753
NorthRock Partners
Minnesota
$274K -$95.6K -3,453 -27%
SSG
1754
Summit Securities Group
New York
$274K +$256K +9,259 New
SRCM
1755
Swift Run Capital Management
Virginia
$271K – – –
WHI
1756
William Harris Investors
Illinois
$271K – – –
FA
1757
Financial Advantage
Maryland
$270K +$4.02K +145 +2%
NFC
1758
Northeast Financial Consultants
Connecticut
$269K – – –
B
1759
Bailard
California
$269K +$252K +9,085 New
EA
1760
Elm Advisors
California
$263K -$10.5K -380 -4%
AWMG
1761
Alliance Wealth Management Group
New Jersey
$263K – – –
WBG
1762
Wharton Business Group
Pennsylvania
$263K +$6.34K +229 +3%
SMG
1763
Spectrum Management Group
Indiana
$261K +$192K +6,930 +365%
FM
1764
Family Management
New York
$260K -$16.4K -592 -6%
ABP
1765
Arthur B. Page
$259K +$16.2K +584 +7%
TCM
1766
Tradewinds Capital Management
Washington
$257K +$83 +3 +0%
PCMM
1767
Private Capital Management (Minnesota)
Minnesota
$255K -$293K -10,592 -55%
BCM
1768
BTC Capital Management
Iowa
$255K -$6.62K -239 -3%
AC
1769
Addison Capital
Pennsylvania
$255K +$83 +3 +0%
MFT
1770
Moisand Fitzgerald Tamayo
Florida
$253K -$2.63K -95 -1%
PA
1771
Planning Alternatives
Michigan
$253K – – –
LWM
1772
Lenox Wealth Management
Ohio
$251K +$92.9K +3,354 +65%
ECM
1773
Evergreen Capital Management
Washington
$250K – – –
QSS
1774
Quantitative Systematic Strategies
Florida
$249K +$233K +8,399 New
CL
1775
CIM LLC
New York
$248K – – –
69 70
71
72 73