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Name Holding Trade Value Shares
Change 		Change in
Stake
NED
2476
Nancy E. Dempze
$5.38M -$535K -4,167 -9%
PD
2477
Planning Directions
Pennsylvania
$5.37M +$50.4K +393 +0.9%
NFG
2478
Norris Financial Group
South Carolina
$5.36M +$173K +1,344 +3%
JBA
2479
Johnson Bixby & Associates
Washington
$5.35M +$104K +809 +2%
CWM
2480
Concentrum Wealth Management
California
$5.35M -$116K -906 -2%
LP
2481
LMR Partners
United Kingdom
$5.35M -$10.6M -82,762 -65%
TBNY
2482
Trustco Bank (New York)
New York
$5.33M +$2.95K +23 +0.1%
RFM
2483
Royal Fund Management
Florida
$5.33M +$1.15M +8,931 +26%
SNBOSD
2484
Security National Bank of So Dak
Iowa
$5.33M +$230K +1,790 +4%
AO
2485
Advisor OS
Illinois
$5.32M +$146K +1,141 +3%
VDI
2486
Vaughan David Investments
Illinois
$5.31M +$1.09M +8,530 +24%
AFG
2487
Allegheny Financial Group
Pennsylvania
$5.31M -$383K -2,985 -6%
SV
2488
Sturgeon Ventures
United Kingdom
$5.28M +$35.9K +280 +0.7%
BSA
2489
Bull Street Advisors
Georgia
$5.25M -$137K -1,069 -2%
LDFR
2490
Lehman & Derafelo Financial Resources
Pennsylvania
$5.25M -$4.24K -33 -0.1%
GFPC
2491
Global Financial Private Client
Florida
$5.24M +$486K +3,785 +10%
RA
2492
Rational Advisors
New York
$5.24M +$431K +3,359 +8%
CST
2493
Charles Schwab Trust
Nevada
$5.22M -$462K -3,600 -8%
JFA
2494
JNBA Financial Advisors
Minnesota
$5.22M +$183K +1,425 +3%
BHTS
2495
Bar Harbor Trust Services
Maine
$5.21M -$133K -1,036 -2%
FI
2496
Financial Insights
Washington
$5.21M +$15K +117 +0.3%
SWP
2497
Strategic Wealth Partners
Ohio
$5.2M -$466K -3,632 -8%
KIC
2498
Kensington Investment Counsel
California
$5.2M +$230K +1,794 +4%
HH
2499
HWG Holdings
Texas
$5.2M -$5.73M -44,669 -51%
NCM
2500
Next Capital Management
New York
$5.19M -$411K -3,203 -7%
98 99
100
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