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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1326
Spirit of America Management Corp
New York
$1.26M +$148K +2,950 +14%
BTW
1327
Boston Trust Walden
Massachusetts
$1.26M +$450 +9 +0%
WP
1328
WealthSource Partners
California
$1.26M +$1.17M +23,308 New
NFG
1329
Nations Financial Group
Iowa
$1.26M +$37K +739 +3%
BSWMG
1330
Barrington Strategic Wealth Management Group
Illinois
$1.25M -$44K -880 -4%
FWM
1331
Frontier Wealth Management
Missouri
$1.25M -$7.95K -159 -0.7%
NPF
1332
Norris Perne & French
Michigan
$1.25M -$58.6K -1,171 -5%
AIM
1333
Advantage Investment Management
Iowa
$1.25M +$158K +3,156 +16%
MCM
1334
Monarch Capital Management
Indiana
$1.24M +$12.8K +255 +1%
SG
1335
Somerset Group
Minnesota
$1.24M +$841K +16,820 +276%
CK
1336
Cohen Klingenstein
New York
$1.24M – – –
AIM
1337
Alambic Investment Management
California
$1.24M +$1.14M +22,860 New
ICM
1338
IMS Capital Management
Oregon
$1.23M +$88.7K +1,774 +8%
NAMA
1339
Nikko Asset Management Americas
New York
$1.23M – – –
SC
1340
Savant Capital
Illinois
$1.23M +$117K +2,331 +11%
AB
1341
AT Bancorp
Iowa
$1.22M +$8.15K +163 +0.7%
BOC
1342
Barbara Oil Co
Illinois
$1.22M – – –
MWM
1343
Modera Wealth Management
New Jersey
$1.21M +$39.4K +787 +4%
SMC
1344
Smith, Moore & Co
Missouri
$1.21M +$180K +3,597 +19%
GKWIM
1345
Gerber Kawasaki Wealth & Investment Management
California
$1.21M +$252K +5,048 +29%
BJL
1346
Brighton Jones LLC
Washington
$1.2M +$128K +2,561 +13%
CRIG
1347
Charter Research & Investment Group
Connecticut
$1.2M – – –
GVT
1348
Genesee Valley Trust
New York
$1.19M -$279K -5,571 -20%
CSS
1349
Cubist Systematic Strategies
Connecticut
$1.19M +$301K +6,027 +38%
MVA
1350
Mount Vernon Associates
Maryland
$1.19M -$47.2K -944 -4%
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