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Name Holding Trade Value Shares
Change 		Change in
Stake
AR
2401
Advisory Research
Illinois
$274K – – –
ARMC
2402
American Research & Management Company
Massachusetts
$272K -$56.4K -1,267 -15%
WCMN
2403
Westchester Capital Management (Nebraska)
Nebraska
$272K – – –
CCM
2404
Crew Capital Management
Ohio
$272K +$5.34K +120 +2%
LFA
2405
Landmark Financial Advisors
Kentucky
$272K +$37.1K +832 +13%
IAG
2406
Investmark Advisory Group
Connecticut
$271K -$109K -2,448 -25%
AF
2407
Affiance Financial
Minnesota
$271K -$67.4K -1,514 -18%
AWM
2408
Aberdeen Wealth Management
Illinois
$271K – – –
TCM
2409
Tandem Capital Management
New Jersey
$271K +$28.9K +650 +9%
BCMLT
2410
Beacon Capital Management LLC (Tennessee)
Tennessee
$270K -$25.2K -565 -10%
LCM
2411
LCM Capital Management
Illinois
$270K -$6.95K -156 -2%
WAM
2412
Walker Asset Management
Missouri
$270K +$1.43K +32 +0.5%
MAM
2413
McLean Asset Management
Virginia
$269K -$16.6K -373 -5%
SIA
2414
Sage Investment Advisers
New York
$269K -$9.71K -218 -3%
SPA
2415
Shore Point Advisors
New Jersey
$268K +$2.58K +58 +0.8%
S
2416
SimplyRich
California
$267K -$254K -5,707 -45%
HCM
2417
Hilton Capital Management
New York
$267K -$668 -15 -0.2%
SCA
2418
Southern Capital Advisors
Tennessee
$267K +$121K +2,722 +63%
NPPM
2419
North Point Portfolio Managers
Ohio
$266K – – –
SBWIC
2420
Schaper Benz & Wise Investment Counsel
Wisconsin
$266K +$12.1K +272 +4%
GDP
2421
Great Diamond Partners
Maine
$265K +$1.78K +40 +0.6%
TF
2422
TimeScale Financial
Massachusetts
$264K +$6.41K +144 +2%
GIA
2423
Goodwin Investment Advisory
Georgia
$264K +$310K +6,954 New
CHAM
2424
Clear Harbor Asset Management
Connecticut
$262K -$117K -2,629 -28%
EIP
2425
Ellis Investment Partners
Pennsylvania
$262K +$8.91K +200 +3%
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97
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