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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
2051
Lattice Capital Management
Washington
$12.2M – – –
BWA
2052
Blodgett Wealth Advisors
California
$12.2M +$155K +855 +1%
TCOO
2053
Trust Company of Oklahoma
Oklahoma
$12.2M -$221K -1,218 -2%
PFWA
2054
Paces Ferry Wealth Advisors
Georgia
$12.2M +$171K +939 +1%
OWA
2055
ORBA Wealth Advisors
Illinois
$12.2M +$86.2K +474 +0.7%
CFMC
2056
Curbstone Financial Management Corp
New Hampshire
$12.2M -$364K -2,000 -3%
BRG
2057
Bay Rivers Group
Virginia
$12.2M +$402K +2,212 +3%
SFS
2058
Summit Financial Strategies
Ohio
$12.2M +$105K +576 +0.8%
BONST
2059
Bank of Nova Scotia Trust
Ontario, Canada
$12.2M -$756K -4,160 -6%
EF
2060
Exeter Financial
Arizona
$12.2M -$134K -735 -1%
AF
2061
Ally Financial
Michigan
$12.2M +$7.64M +42,000 +145%
SC
2062
Settian Capital
New York
$12.2M – – –
TCPG
2063
Trivant Custom Portfolio Group
California
$12.2M -$304K -1,674 -2%
IGWM
2064
ICA Group Wealth Management
Colorado
$12.2M +$269K +1,481 +2%
TIM
2065
Tortoise Investment Management
New York
$12.1M -$313K -1,720 -2%
MC
2066
Mirabaud & Cie
Switzerland
$12.1M -$1.57M -8,658 -11%
GU
2067
Georgetown University
District of Columbia
$12.1M +$16.5K +91 +0.1%
SC
2068
Solstein Capital
California
$12.1M – – –
DFA
2069
Delta Financial Advisors
Louisiana
$12.1M +$176K +968 +1%
MKA
2070
M. Kulyk & Associates
Georgia
$12.1M +$209K +1,151 +2%
QCIG
2071
Quad-Cities Investment Group
Iowa
$12M -$795K -4,371 -6%
VC
2072
Vicus Capital
Pennsylvania
$12M +$420K +2,312 +3%
KWS
2073
Keystone Wealth Services
California
$12M -$1.08M -5,947 -8%
SDAM
2074
Shulman DeMeo Asset Management
New York
$12M +$35.6K +196 +0.3%
GFPC
2075
Global Financial Private Client
Florida
$12M +$130K +717 +1%
81 82
83
84 85