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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1376
Profit Investment Management
Maryland
$782K – – –
ERIM
1377
Eagle Ridge Investment Management
Connecticut
$782K +$6.36K +27 +0.9%
TIM
1378
Tortoise Investment Management
New York
$781K -$14.8K -63 -2%
JIC
1379
Joel Isaacson & Co
New York
$777K -$79.1K -336 -10%
CA
1380
Commerzbank Aktiengesellschaft
Germany
$775K -$84.7K -360 -11%
BDWCC
1381
B&D White Capital Company
Texas
$775K – – –
CIC
1382
Canal Insurance Company
South Carolina
$775K – – –
DLG
1383
Daniel L. Goodwin
$775K – – –
EIA
1384
Eldridge Investment Advisors
New Hampshire
$775K – – –
TA
1385
TrueWealth Advisors
Alabama
$775K – – –
WWP
1386
Waypoint Wealth Partners
California
$775K – – –
WMC
1387
Westwood Management Corporation
Illinois
$775K – – –
RIL
1388
Rothschild Investment LLC
Illinois
$774K -$38.8K -165 -5%
MWM
1389
Modera Wealth Management
New Jersey
$772K -$31.1K -132 -4%
ACM
1390
Allred Capital Management
Texas
$772K -$30.4K -129 -4%
ACP
1391
Aveo Capital Partners
Colorado
$771K +$91.1K +387 +15%
FP
1392
Fiduciary Planning
Florida
$769K +$700K +2,973 New
GWAG
1393
Garrett Wealth Advisory Group
Texas
$768K – – –
DCM
1394
Donaldson Capital Management
Indiana
$765K +$67.1K +285 +11%
FC
1395
Financial Consulate
Maryland
$763K – – –
IF
1396
IRON Financial
Illinois
$763K – – –
GA
1397
Geller Advisors
New York
$761K +$57.2K +243 +9%
SC
1398
Searle & Co
Connecticut
$760K – – –
SRSA
1399
S.R. Schill & Associates
Washington
$760K +$427K +1,815 +161%
BFS
1400
Bickling Financial Services
Massachusetts
$758K +$4.94K +21 +0.7%
54 55
56
57 58