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Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
1751
Wills Financial Group
Virginia
$546K -$11K -200 -2%
BFG
1752
Barber Financial Group
Kansas
$543K +$160K +2,900 +45%
PP
1753
Palladium Partners
Virginia
$539K +$119K +2,160 +31%
RA
1754
RFG Advisory
Alabama
$537K +$62.7K +1,140 +15%
GEA
1755
Glen Eagle Advisors
New Jersey
$537K -$779K -14,160 -61%
CPA
1756
Clear Perspective Advisors
Illinois
$532K +$90.2K +1,640 +22%
AMG
1757
Asset Management Group
Connecticut
$531K -$2.2K -40 -0.4%
WI
1758
WrapManager Inc
California
$527K -$2.2K -40 -0.4%
LCM
1759
Leisure Capital Management
California
$527K +$18.7K +340 +4%
PL
1760
Plancorp LLC
Missouri
$527K +$99K +1,800 +25%
BA
1761
Broadview Advisors
Wisconsin
$526K +$495K +9,000 New
AI
1762
Accredited Investors
Minnesota
$522K +$66K +1,200 +16%
BWAM
1763
Boyd Watterson Asset Management
Ohio
$517K -$299K -5,440 -38%
ODG
1764
O'Dell Group
Ohio
$517K +$187K +3,400 +63%
ST
1765
Spinnaker Trust
Maine
$513K +$110K +2,000 +29%
WLIM
1766
White Lighthouse Investment Management
Massachusetts
$513K +$483K +8,780 New
SWP
1767
Strategic Wealth Partners
Ohio
$513K +$500K +9,080 New
CIAS
1768
Capital Investment Advisory Services
North Carolina
$512K +$53.9K +980 +13%
PCM
1769
Pointe Capital Management
Michigan
$510K +$7.7K +140 +2%
SIA
1770
Starfire Investment Advisers
Michigan
$510K +$480K +8,720 New
PBO
1771
Peoples Bank (Ohio)
Ohio
$505K +$60.5K +1,100 +15%
GI
1772
Gradient Investments
Minnesota
$505K +$62.7K +1,140 +15%
FFBTD
1773
First Financial Bank - Trust Division
Ohio
$504K +$51.7K +940 +12%
MFW
1774
Mosaic Family Wealth
Missouri
$500K -$37.4K -680 -7%
LA
1775
Lucus Advisors
New York
$496K +$467K +8,480 New
69 70
71
72 73