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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1601
Blue Chip Wealth Management
Florida
$616K +$647K +12,871 New
ODCM
1602
Old Dominion Capital Management
Virginia
$615K -$149K -2,961 -19%
CCM
1603
Cribstone Capital Management
Maine
$615K -$18.1K -361 -3%
FCAG
1604
First Capital Advisors Group
New Jersey
$615K -$13.2K -263 -2%
LIA
1605
LBMC Investment Advisors
Tennessee
$615K +$2.51K +50 +0.4%
KIA
1606
Kopp Investment Advisors
Minnesota
$607K -$23K -458 -3%
KI
1607
Koch Industries
Kansas
$605K +$636K +12,661 New
HIM
1608
Hillsdale Investment Management
Ontario, Canada
$604K -$125K -2,495 -16%
ST
1609
Somerset Trust
Pennsylvania
$601K -$7.59K -151 -1%
PCTC
1610
Perkins Coie Trust Company
Washington
$601K +$35.2K +700 +6%
CHA
1611
Cedar Hill Associates
Illinois
$601K +$36K +717 +6%
FA
1612
Fagan Associates
New York
$600K -$61K -1,214 -9%
CRWM
1613
Castle Rock Wealth Management
California
$599K +$197K +3,912 +45%
BFC
1614
Blue Fin Capital
Rhode Island
$597K -$95.7K -1,904 -13%
MCA
1615
Mercer Capital Advisers
New Jersey
$597K +$30.2K +600 +5%
SFWA
1616
Summit Financial Wealth Advisors
Louisiana
$590K -$624K -12,419 -50%
CA
1617
Cynosure Advisors
Utah
$590K -$608K -12,090 -49%
GI
1618
Gradient Investments
Minnesota
$590K -$27.7K -552 -4%
AFS
1619
Access Financial Services
Minnesota
$590K -$3.97K -79 -0.6%
SAM
1620
Security Asset Management
New York
$590K +$9.7K +193 +2%
TCM
1621
Tributary Capital Management
Nebraska
$589K -$55.3K -1,100 -8%
BAM
1622
Boyar Asset Management
New York
$587K -$20.1K -400 -3%
TCMG
1623
TSP Capital Management Group
New Jersey
$584K -$12.6K -250 -2%
BHC
1624
Bowen Hanes & Co
Florida
$584K – – –
SP
1625
Successful Portfolios
Florida
$584K +$109K +2,161 +21%
63 64
65
66 67