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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2051
Strategic Wealth Management Group
Maryland
$392K -$4.72K -82 -1%
DI
2052
Diligent Investors
California
$392K +$16.8K +291 +5%
CP
2053
Cumberland Partners
Ontario, Canada
$392K +$42.8K +743 +13%
SFS
2054
Summit Financial Strategies
Ohio
$391K +$633 +11 +0.2%
PP
2055
PDS Planning
Ohio
$391K +$68.1K +1,183 +22%
SA
2056
Sicart Associates
New York
$388K -$668K -11,600 -64%
CS
2057
Cannell & Spears
New York
$387K +$83.9K +1,456 +29%
FNBSF
2058
First National Bank Sioux Falls
South Dakota
$386K – – –
CCM
2059
Condor Capital Management
New Jersey
$385K -$59.5K -1,034 -14%
PCP
2060
Proficio Capital Partners
Massachusetts
$383K +$1.67K +29 +0.5%
MMM
2061
Mendel Money Management
Illinois
$383K +$6.91K +120 +2%
TCM
2062
Tradewinds Capital Management
Washington
$382K -$24.8K -431 -6%
CAM
2063
ClariVest Asset Management
California
$382K -$11.3K -197 -3%
BFPW
2064
BOK Financial Private Wealth
Colorado
$382K +$51.4K +893 +16%
F
2065
F3Logic
Minnesota
$380K -$183K -3,179 -33%
SPC
2066
Stewart & Patten Company
California
$380K -$691 -12 -0.2%
TSS
2067
Two Sigma Securities
New York
$379K +$362K +6,285 New
GWM
2068
GSB Wealth Management
Connecticut
$378K – – –
CAC
2069
Cowen and Company
New York
$377K +$360K +6,250 New
CF
2070
Corrigan Financial
Rhode Island
$376K -$691 -12 -0.2%
CCM
2071
Cribstone Capital Management
Maine
$375K -$235K -4,073 -40%
HWMG
2072
Hurlow Wealth Management Group
Indiana
$375K – – –
SCM
2073
Stellar Capital Management
Arizona
$374K -$210K -3,640 -37%
RIS
2074
Retirement Income Solutions
Michigan
$373K +$53.1K +922 +18%
KLCM
2075
KG&L Capital Management
Louisiana
$373K +$76K +1,320 +27%
81 82
83
84 85