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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
726
Stelac Advisory Services
New York
$125K +$97.6K +4,500 New
BAM
727
Bellevue Asset Management
Washington
$124K +$96.6K +4,455 New
PFO
728
Pathstone Family Office
New Jersey
$123K +$5.86K +270 +7%
LSPW
729
Lake Street Private Wealth
Illinois
$123K +$96K +4,425 New
LRPA
730
L. Roy Papp & Associates
Arizona
$119K – – –
SFFS
731
Stonehage Fleming Financial Services
Jersey
$113K – – –
CFFP
732
Center for Financial Planning
Michigan
$109K +$84.6K +3,900 New
ACM
733
Axel Capital Management
New York
$105K +$81.3K +3,750 New
AA
734
Advisory Alpha
Michigan
$102K -$17.2K -795 -21%
SBL
735
Sargent Bickham Lagudis
Colorado
$101K -$9.76K -450 -11%
LFG
736
Larson Financial Group
Missouri
$100K -$7.81K -360 -9%
CM
737
Capula Management
Cayman Islands
$100K +$78.1K +3,600 New
TI
738
tru Independence
Oregon
$99K +$62.1K +2,865 New
PO
739
Private Ocean
California
$97K – – –
JFGIW
740
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96K – – –
VCM
741
Versant Capital Management
Arizona
$95K +$976 +45 +1%
HFS
742
HBC Financial Services
Washington
$94K +$65.1K +3,000 New
NSIM
743
North Star Investment Management
Illinois
$92K -$9.76K -450 -12%
CFB
744
Cullen/Frost Bankers
Texas
$90K -$16.6K -765 -19%
QCMC
745
Quantum Capital Management (California)
California
$89K – – –
SFSIG
746
San Francisco Sentry Investment Group
California
$89K – – –
GAAM
747
Guinness Atkinson Asset Management
California
$87K +$67.7K +3,120 New
CFA
748
Carroll Financial Associates
North Carolina
$86K – – –
AA
749
AlphaMark Advisors
Kentucky
$84K -$11.4K -525 -15%
TIM
750
Tortoise Investment Management
New York
$84K -$8.13K -375 -11%
28 29
30
31 32