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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1851
Portfolio Solutions
Michigan
$216K -$7.86K -264 -4%
BWA
1852
Brave Warrior Advisors
New York
$216K +$197K +6,612 New
BOC
1853
Barbara Oil Co
Illinois
$216K +$197K +6,620 New
GBA
1854
Garrison Bradford & Associates
New York
$216K +$197K +6,620 New
RMC
1855
Regis Management Company
California
$215K +$196K +6,582 New
FBFS
1856
First Business Financial Services
Wisconsin
$212K +$193K +6,492 New
SHJ
1857
Sharkey, Howes & Javer
Colorado
$211K – – –
JAM
1858
JCIC Asset Management
Ontario, Canada
$210K – – –
VHAM
1859
Van Hulzen Asset Management
California
$210K +$238 +8 +0.1%
SIC
1860
SFE Investment Counsel
California
$205K +$187K +6,277 New
EGA
1861
Eagle Global Advisors
Texas
$204K +$186K +6,249 New
MIM
1862
Midwest Investment Management
Ohio
$204K +$186K +6,265 New
AMM
1863
American Money Management
California
$203K -$57.4K -1,928 -24%
NEIRG
1864
New England Investment & Retirement Group
Massachusetts
$202K +$184K +6,191 New
JWM
1865
Jacobus Wealth Management
Wisconsin
$173K -$178K -5,993 -53%
PCMM
1866
Private Capital Management (Minnesota)
Minnesota
$173K -$98.5K -3,310 -38%
FMP
1867
Financial Management Professionals
Texas
$173K +$38.4K +1,291 +32%
AIM
1868
Arcadia Investment Management
Michigan
$169K -$65.9K -2,216 -30%
JFA
1869
JNBA Financial Advisors
Minnesota
$166K +$9.37K +315 +7%
SC
1870
SRB Corp
Massachusetts
$164K – – –
MUS
1871
Mitsubishi UFJ Securities
Japan
$158K +$52.8K +1,774 +58%
APSP
1872
Asset Planning Services (Pennsylvania)
Pennsylvania
$157K +$13.8K +464 +11%
LWM
1873
LBA Wealth Management
Florida
$157K +$32K +1,074 +29%
WI
1874
Wintrust Investments
Illinois
$157K +$1.97M +66,102 New
WIA
1875
Westbourne Investment Advisors
Maryland
$155K +$141K +4,753 New
73 74
75
76 77