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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1951
Kays Financial Advisory
Georgia
$4.79M -$377K -5,132 -6%
WWM
1952
Windsor Wealth Management
Indiana
$4.79M -$7.38M -100,288 -57%
PCS
1953
Personal CFO Solutions
New Jersey
$4.78M -$184K -2,504 -3%
BCA
1954
Biltmore Capital Advisors
New Jersey
$4.78M +$3.53M +47,972 +176%
ST
1955
Somerset Trust
Pennsylvania
$4.78M -$879K -11,956 -14%
ASA
1956
Armstrong Shaw Associates
Connecticut
$4.77M -$4.06M -55,204 -42%
RGIA
1957
Rainier Group Investment Advisory
Washington
$4.76M +$415K +5,648 +8%
PI
1958
PFS Investments
Georgia
$4.75M +$2.07M +28,188 +61%
AFM
1959
Abbot Financial Management
Massachusetts
$4.75M -$130K -1,772 -2%
JWA
1960
JFS Wealth Advisors
Pennsylvania
$4.75M -$688K -9,352 -11%
BCM
1961
Barometer Capital Management
Ontario, Canada
$4.74M -$16.1M -218,392 -74%
IA
1962
Icon Advisers
Colorado
$4.74M – – –
KMWM
1963
Keudell/Morrison Wealth Management
Oregon
$4.74M -$255K -3,464 -4%
CP
1964
Corbenic Partners
Pennsylvania
$4.73M -$441K -5,996 -7%
SWP
1965
Strategic Wealth Partners
Ohio
$4.72M +$4.73M +64,348 New
BIA
1966
Barry Investment Advisors
Massachusetts
$4.71M -$4.74M -64,416 -46%
BCA
1967
Bray Capital Advisors
Florida
$4.71M -$110K -1,492 -2%
FAG
1968
Financial Advisory Group
Texas
$4.71M +$25.9K +352 +0.5%
SWM
1969
Sugarloaf Wealth Management
Georgia
$4.71M +$249K +3,380 +5%
EGM
1970
Engineers Gate Manager
New York
$4.7M +$5.12M +69,588 +1,589%
EBT
1971
Enterprise Bank & Trust
Massachusetts
$4.68M +$855K +11,628 +19%
PWA
1972
Physician Wealth Advisors
Utah
$4.68M -$26.8K -364 -0.5%
DMC
1973
Drexel Morgan & Co
Pennsylvania
$4.67M +$1.2M +16,292 +29%
FDCC
1974
Foster Dykema Cabot & Co
Massachusetts
$4.66M +$243K +3,304 +5%
PCMK
1975
Paragon Capital Management (Kansas)
Kansas
$4.66M +$4.29M +58,328 +388%
77 78
79
80 81