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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
1601
Spectrum Asset Management (California)
California
$342K -$37.1K -100 -11%
PFG
1602
PAX Financial Group
Texas
$342K +$61.9K +167 +27%
NAM
1603
North American Management
Massachusetts
$338K – – –
PAS
1604
Partnervest Advisory Services
California
$337K +$21.5K +58 +8%
GC
1605
Garde Capital
Washington
$336K +$42.2K +114 +17%
SIA
1606
Strategic Investment Advisors
Michigan
$336K +$286K +772 New
NF
1607
Nikulski Financial
Iowa
$334K +$285K +768 New
CL
1608
CPWM LLC
Washington
$333K +$18.9K +51 +7%
RWB
1609
RMR Wealth Builders
New Jersey
$331K +$282K +761 New
1SB
1610
1ST Source Bank
Indiana
$330K -$35.6K -96 -11%
PA
1611
Procyon Advisors
Connecticut
$330K -$20.4K -55 -7%
QCM
1612
Quest Capital Management
Texas
$327K +$35.6K +96 +15%
PFA
1613
Pathway Financial Advisors
Vermont
$322K – – –
AIC
1614
Ameritas Investment Company
Nebraska
$321K -$726K -1,959 -73%
EMG
1615
ETF Managers Group
New Jersey
$321K -$100K -271 -26%
CA
1616
Cambridge Advisors
Nebraska
$320K -$7.41K -20 -3%
LF
1617
Lantz Financial
Illinois
$320K – – –
CAM
1618
Crestone Asset Management
Colorado
$320K +$272K +734 New
EWM
1619
EPG Wealth Management
Georgia
$319K +$31.9K +86 +13%
CL
1620
Choreo LLC
Illinois
$318K -$22.2K -60 -8%
OCPWS
1621
One Charles Private Wealth Services
Massachusetts
$317K +$265K +715 New
BAAM
1622
Baker Avenue Asset Management
California
$316K +$269K +725 New
BRG
1623
Bay Rivers Group
Virginia
$315K +$268K +723 New
CCM
1624
Carlson Capital Management
Minnesota
$314K +$31.9K +86 +15%
SAG
1625
Spotlight Asset Group
Illinois
$311K +$8.52K +23 +3%
63 64
65
66 67