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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1476
Cascade Financial Partners
California
$904K -$136K -840 -13%
PCA
1477
Prosperity Capital Advisors
Ohio
$902K -$79.1K -490 -8%
FMP
1478
Financial Management Professionals
Texas
$901K +$483K +2,990 +116%
BWM
1479
Bosman Wealth Management
California
$899K +$897K +5,559 New
BCP
1480
Blue Chip Partners
Michigan
$899K +$77.9K +483 +10%
AGAM
1481
Audent Global Asset Management
California
$894K -$4.42M -27,401 -83%
SA
1482
Sovran Advisors
California
$888K +$182K +1,127 +48%
KCM
1483
Kornitzer Capital Management
Kansas
$886K -$347K -2,150 -28%
ILI
1484
Invesco LLC (Illinois)
Illinois
$885K +$52.9K +328 +6%
MFA
1485
Mayflower Financial Advisors
Massachusetts
$880K +$124K +766 +16%
ACC
1486
Acorn Creek Capital
Colorado
$879K -$213K -1,317 -20%
AWP
1487
Abacus Wealth Partners
California
$878K -$8.71K -54 -1%
TCOV
1488
Trust Company of Vermont
Vermont
$878K +$33.2K +206 +4%
SAA
1489
Southeast Asset Advisors
Georgia
$874K -$19.4K -120 -2%
RSVP
1490
Ramsay Stattman Vela & Price
Colorado
$874K +$807 +5 +0.1%
JAG
1491
Journey Advisory Group
Kentucky
$874K +$16.3K +101 +2%
AWC
1492
Adamsbrown Wealth Consultants
Kansas
$873K +$12.9K +80 +2%
MWA
1493
Monograph Wealth Advisors
California
$871K -$1.94K -12 -0.2%
FAFN
1494
First Affirmative Financial Network
Colorado
$871K +$64.1K +397 +8%
BB
1495
Busey Bank
Illinois
$868K +$102K +629 +13%
FNBOH
1496
First National Bank of Hutchinson
Kansas
$864K +$58.9K +365 +7%
DBIA
1497
Dumont & Blake Investment Advisors
New Jersey
$863K +$861K +5,333 New
NP
1498
Ninepoint Partners
Ontario, Canada
$862K – – –
CGA
1499
Crescent Grove Advisors
Illinois
$862K -$48.3K -299 -5%
CFD
1500
Creative Financial Designs
Indiana
$860K -$2.1K -13 -0.2%
58 59
60
61 62