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Name Holding Trade Value Shares
Change 		Change in
Stake
HL
3001
Harding Loevner
New Jersey
$16K – – –
RDFA
3002
Ritter Daniher Financial Advisory
Ohio
$16K – – –
JWA
3003
JFS Wealth Advisors
Pennsylvania
$15K -$88.8K -422 -85%
SIAP
3004
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K +$631 +3 +2%
FP
3005
Fiduciary Planning
Florida
$12K +$12K +57 New
CWA
3006
Carolina Wealth Advisors
South Carolina
$11K +$6.1K +29 +126%
H
3007
Hexavest
Quebec, Canada
$9K – – –
RIM
3008
Ranger Investment Management
Texas
$8K -$631 -3 -7%
CMBA
3009
C.M. Bidwell & Associates
Hawaii
$8K – – –
UFF
3010
USA Financial Formulas
Michigan
$7K +$2.74K +13 +62%
CIM
3011
Contravisory Investment Management
Massachusetts
$6K -$6.48M -30,782 -100%
SA
3012
SRH Advisors
Kansas
$6K – – –
SFP
3013
Sterling Financial Planning
New Jersey
$6K – – –
TJHA
3014
Thomas J. Herzfeld Advisors
Florida
$6K – – –
DI
3015
Disciplined Investments
Oklahoma
$6K +$5.89K +28 New
FIA
3016
FNY Investment Advisers
New York
$5K -$21K -100 -79%
LIM
3017
Longfellow Investment Management
Massachusetts
$5K – – –
JIR
3018
James Investment Research
Ohio
$3K -$154K -733 -98%
TI
3019
Truehand Inc
New Hampshire
$2K -$10.5K -50 -83%
CIA
3020
CSat Investment Advisory
Michigan
$2K +$210 +1 +14%
HF
3021
Halpern Financial
Virginia
$1.48K -$6.32K -30 -81%
MFT
3022
Moisand Fitzgerald Tamayo
Florida
$1K -$10.3K -49 -94%
RCC
3023
Red Cedar Capital
Nebraska
$1K +$1.26K +6 New
WIM
3024
Westside Investment Management
California
$122 -$10.3K -49 -8%
MSA
3025
Mason Street Advisors
Wisconsin
– -$51.2M -233,914 Closed
119 120
121
122 123