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Name Holding Trade Value Shares
Change 		Change in
Stake
CBOR
1701
Community Bank of Raymore
Missouri
$230K – – –
BC
1702
Banced Corp
Illinois
$228K -$49 -1 -0%
WFG
1703
Windsor Financial Group
Minnesota
$228K +$4.06K +83 +2%
LIA
1704
LBMC Investment Advisors
Tennessee
$227K +$2.35K +48 +1%
HCC
1705
Hirtle Callaghan & Co
Pennsylvania
$227K +$238K +4,872 New
MFW
1706
Meristem Family Wealth
Minnesota
$226K – – –
CAL
1707
Capital Advisors Ltd
Ohio
$225K +$22.5K +460 +11%
SLA
1708
Silver Lake Advisory
Utah
$224K +$235K +4,801 New
WCA
1709
Westover Capital Advisors
Delaware
$222K -$22.5K -460 -9%
DFIM
1710
Detwiler Fenton Investment Management
Massachusetts
$222K +$233K +4,768 New
TCM
1711
Traynor Capital Management
Pennsylvania
$222K +$233K +4,769 New
UFA
1712
US Financial Advisors
Massachusetts
$221K -$34.8K -710 -13%
GAM
1713
Gemmer Asset Management
California
$220K -$110K -2,256 -32%
EDRS
1714
Edmond de Rothschild (Suisse)
Switzerland
$220K +$231K +4,729 New
BRWM
1715
B. Riley Wealth Management
Tennessee
$218K -$1.13K -23 -0.5%
BCA
1716
Benchmark Capital Advisors
New York
$218K +$490 +10 +0.2%
KA
1717
Klingman & Associates
New York
$214K – – –
NCMG
1718
NCM Capital Management Group
North Carolina
$214K – – –
NGA
1719
Naples Global Advisors
Florida
$209K -$38.9K -795 -15%
DDC
1720
DF Dent & Co
Maryland
$209K +$7.1K +145 +3%
AF
1721
Affiance Financial
Minnesota
$209K +$220K +4,490 New
RIG
1722
Renaissance Investment Group
Massachusetts
$206K -$10.5K -215 -5%
LFR
1723
Lehman Financial Resources
Pennsylvania
$206K +$49 +1 +0%
CP
1724
Camelot Portfolios
Ohio
$206K +$216K +4,420 New
CG
1725
Caprock Group
Idaho
$206K +$217K +4,426 New
67 68
69
70 71