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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1951
Cardan Capital Partners
Colorado
$2.86M +$69.2K +1,656 +3%
CWM
1952
Confluence Wealth Management
Oregon
$2.85M -$50.5K -1,208 -2%
SC
1953
Searle & Co
Connecticut
$2.85M -$18.6K -444 -0.7%
MWM
1954
Meridian Wealth Management
Kentucky
$2.85M +$131K +3,132 +5%
FCAG
1955
First Capital Advisors Group
New Jersey
$2.84M +$88.6K +2,120 +3%
HIM
1956
Hutchens Investment Management
New Hampshire
$2.84M +$79.9K +1,912 +3%
MWM
1957
Modera Wealth Management
New Jersey
$2.84M +$162K +3,868 +6%
AAP
1958
Aristotle Atlantic Partners
Florida
$2.83M +$2.8M +66,932 New
GLI
1959
Guardian Life Insurance
New York
$2.83M +$832K +19,920 +42%
CC
1960
Cornerstone Capital
California
$2.83M -$28.6K -684 -1%
BWA
1961
BDO Wealth Advisors
Florida
$2.83M -$84.1K -2,012 -3%
SFG
1962
StrategIQ Financial Group
Indiana
$2.82M -$328K -7,856 -11%
SCA
1963
Stokes Capital Advisors
South Carolina
$2.81M +$2.78M +66,488 New
IIM
1964
Intact Investment Management
Quebec, Canada
$2.81M – – –
SMFS
1965
Squar Milner Financial Services
California
$2.81M +$2.8M +66,916 New
BEAM
1966
Baker Ellis Asset Management
Washington
$2.81M -$57K -1,364 -2%
ICM
1967
IMS Capital Management
Oregon
$2.81M +$414K +9,900 +18%
CPA
1968
Clear Perspective Advisors
Illinois
$2.8M -$43.1K -1,032 -2%
BCA
1969
Benchmark Capital Advisors
New York
$2.78M +$416K +9,944 +18%
NB
1970
Northwest Bancshares
Pennsylvania
$2.77M +$2.73M +65,444 New
BCP
1971
Blackhawk Capital Partners
Wisconsin
$2.77M +$2.73M +65,368 New
CFA
1972
Camarda Financial Advisors
Florida
$2.75M -$373K -8,928 -12%
FAM
1973
Foothills Asset Management
Arizona
$2.74M -$151K -3,620 -5%
PK
1974
Pflug Koory
Nebraska
$2.73M -$56K -1,340 -2%
FDCC
1975
Foster Dykema Cabot & Co
Massachusetts
$2.73M +$86.1K +2,060 +3%
77 78
79
80 81