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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
3401
LGT Financial Advisors
Texas
$923K -$58.7K -514 -7%
DAC
3402
Dividend Assets Capital
South Carolina
$918K -$502K -4,400 -38%
CI
3403
Ceera Investments
Texas
$918K -$4K -35 -0.5%
PCM
3404
Palouse Capital Management
Washington
$918K -$50.5K -442 -6%
AWM
3405
Ameliora Wealth Management
Switzerland
$915K -$418K -3,660 -34%
ACM
3406
Arcataur Capital Management
Wisconsin
$913K +$800K +7,002 New
GC
3407
Gruss & Co
Florida
$913K +$285K +2,500 +56%
BCM
3408
Brasada Capital Management
Texas
$913K +$799K +7,000 New
NA
3409
Navellier & Associates
Nevada
$913K +$799K +7,000 New
FMP
3410
Financial Management Professionals
Texas
$909K -$108K -947 -12%
GJIA
3411
Glass Jacobson Investment Advisors
Maryland
$908K +$795K +6,966 New
LC
3412
Landaas & Company
Wisconsin
$905K -$34.3K -300 -4%
PIFP
3413
Partners in Financial Planning
Virginia
$901K – – –
MWM
3414
Mascoma Wealth Management
New Hampshire
$900K -$110K -966 -13%
FFC
3415
First Financial Corp
Indiana
$899K +$4.57K +40 +0.6%
SC
3416
Soundwatch Capital
Connecticut
$897K +$320K +2,803 +129%
THL
3417
Tillman Hartley LLC
Colorado
$896K +$2.28K +20 +0.3%
PSF
3418
Pacific Sun Financial
California
$895K +$989K +8,663 New
CAM
3419
Chesapeake Asset Management
New York
$894K +$240K +2,104 +44%
GFWA
3420
Grey Fox Wealth Advisors
Delaware
$893K -$178K -1,560 -19%
CWM
3421
Collaborative Wealth Management
Florida
$893K – – –
WA
3422
Wambolt & Associates
Colorado
$892K +$38.5K +337 +5%
HP
3423
Hilltop Partners
Indiana
$888K +$381K +3,337 +96%
MFA
3424
Morling Financial Advisors
California
$887K -$18.4K -161 -2%
TIM
3425
Total Investment Management
Arizona
$885K +$127K +1,112 +20%
135 136
137
138 139