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Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
2101
North Star Investment Management
Illinois
$526K +$21.3K +113 +4%
AMCA
2102
Arthur M. Cohen & Associates
Illinois
$526K +$102K +540 +18%
TL
2103
TrueWealth LLC
Georgia
$525K -$1.88K -10 -0.3%
WAAG
2104
Wealth Alliance Advisory Group
Kansas
$524K +$67.3K +357 +12%
ME
2105
McIlrath & Eck
Washington
$520K -$46.3K -246 -7%
SPC
2106
Stewart & Patten Company
California
$520K +$608K +3,228 New
WRM
2107
Weybosset Research & Management
Rhode Island
$519K – – –
PC
2108
Permit Capital
Pennsylvania
$516K -$65.9K -350 -10%
JF
2109
JSF Financial
California
$515K +$59.5K +316 +11%
DCM
2110
Davis Capital Management
Florida
$515K +$602K +3,195 New
FCA
2111
FLC Capital Advisors
California
$511K +$265K +1,406 +76%
AWM
2112
Alterna Wealth Management
Texas
$510K -$66.5K -353 -10%
AGM
2113
Alpine Global Management
New York
$509K +$595K +3,161 New
TCM
2114
TimesSquare Capital Management
New York
$507K +$48K +255 +9%
BSAM
2115
Blue Sky Asset Management
Colorado
$503K +$588K +3,124 New
FC
2116
Fulcrum Capital
Washington
$502K -$18.8K -100 -3%
TF
2117
Tompkins Financial
New York
$498K +$11.9K +63 +2%
IIA
2118
IPG Investment Advisors
California
$497K +$69.3K +368 +14%
DACG
2119
Donor Advised Charitable Giving
California
$496K – – –
AWM
2120
Adams Wealth Management
Utah
$495K -$171K -908 -23%
HHGA
2121
Halbert Hargrove Global Advisors
California
$495K -$21.5K -114 -4%
RSC
2122
Red Spruce Capital
Pennsylvania
$495K +$2.07K +11 +0.4%
MMHP
2123
Murphy Middleton Hinkle & Parker
Georgia
$492K – – –
KFGK
2124
Keystone Financial Group (Kentucky)
Kentucky
$491K +$2.64K +14 +0.5%
PA
2125
Probity Advisors
Texas
$490K -$15.1K -80 -3%
83 84
85
86 87