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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1201
Rollins Financial Advisors
New York
$265K +$226K +4,312 New
MWM
1202
Modera Wealth Management
New Jersey
$265K +$225K +4,301 New
KCM
1203
Kennicott Capital Management
California
$263K +$224K +4,275 New
SRL
1204
Scientech Research LLC
New Jersey
$263K +$223K +4,264 New
BTWM
1205
Baker Tilly Wealth Management
Wisconsin
$262K -$39.5K -756 -15%
CIP
1206
Convergence Investment Partners
Florida
$261K +$222K +4,240 New
OC
1207
Oarsman Capital
Wisconsin
$260K +$221K +4,225 New
CWM
1208
Cornerstone Wealth Management
Missouri
$260K -$23.5K -450 -10%
SIM
1209
SSI Investment Management
California
$260K +$221K +4,218 New
MA
1210
Montag & Associates
Georgia
$259K – – –
TGAM
1211
TBH Global Asset Management
Tennessee
$258K +$219K +4,185 New
JSL
1212
JT Stratford LLC
Georgia
$257K +$218K +4,173 New
FIM
1213
Fernwood Investment Management
Massachusetts
$255K +$219K +4,190 New
GI
1214
GAMCO Investors
Connecticut
$255K -$270K -5,154 -55%
HNB
1215
Huntington National Bank
Ohio
$255K -$32.3K -617 -13%
HI
1216
Harbour Investments
Wisconsin
$253K +$42K +803 +24%
TFF
1217
The Family Firm
Maryland
$252K +$214K +4,088 New
WFI
1218
West Family Investments
California
$251K +$213K +4,078 New
AFAS
1219
Acorn Financial Advisory Services
Virginia
$250K -$393K -7,513 -65%
BFS
1220
Burr Financial Services
California
$249K +$202K +3,855 New
PA
1221
PFW Advisors
Georgia
$249K -$33.4K -639 -14%
CG
1222
Cynosure Group
Utah
$248K +$211K +4,036 New
ISWM
1223
Independent Solutions Wealth Management
New York
$248K -$144K -2,744 -41%
NCM
1224
Northwest Capital Management
Oregon
$248K – – –
LS
1225
Livforsakringsbolaget Skandia
Sweden
$247K +$84.5K +1,615 +67%
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