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Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2201
Berkeley Capital Partners
Georgia
$746K -$7.45K -80 -1%
CCMD
2202
Cypress Capital Management (Delaware)
Delaware
$746K +$76.4K +820 +12%
FWM
2203
Fairhaven Wealth Management
Illinois
$746K +$423K +4,540 +136%
MWM
2204
Modera Wealth Management
New Jersey
$744K +$192K +2,060 +36%
TF
2205
Trek Financial
Arizona
$742K -$20.5K -220 -3%
JFL
2206
Jarislowsky, Fraser Ltd
Quebec, Canada
$740K +$207K +2,220 +40%
CA
2207
Continuum Advisory
Idaho
$738K -$116K -1,240 -14%
PT
2208
Plimoth Trust
Massachusetts
$733K +$279K +3,000 +63%
RW
2209
RVW Wealth
California
$729K +$27.9K +300 +4%
AF
2210
Affiance Financial
Minnesota
$725K – – –
DRD
2211
Dennis R. Delaney
$724K +$95K +1,020 +15%
HFA
2212
Hoover Financial Advisors
Pennsylvania
$723K +$18.6K +200 +3%
NP
2213
NorthRock Partners
Minnesota
$721K -$389K -4,180 -35%
BWP
2214
BSW Wealth Partners
Colorado
$720K +$432K +4,640 +157%
FFG
2215
Ford Financial Group
California
$719K -$14.9K -160 -2%
ACG
2216
Allen Capital Group
Nebraska
$718K -$1.7M -18,200 -71%
WPC
2217
Waters Parkerson & Co
Louisiana
$718K +$147K +1,580 +26%
SCM
2218
SOL Capital Management
Maryland
$712K -$26.1K -280 -4%
AAM
2219
AR Asset Management
California
$712K – – –
HCM
2220
Harvest Capital Management
New Hampshire
$712K +$7.45K +80 +1%
RW
2221
REDW Wealth
New Mexico
$712K +$27.9K +300 +4%
CI
2222
Chartist Inc
California
$710K -$27.9K -300 -4%
SAS
2223
Stelac Advisory Services
New York
$710K -$360K -3,860 -34%
LRPA
2224
L. Roy Papp & Associates
Arizona
$710K +$9.31K +100 +1%
SAM
2225
Symphony Asset Management
California
$704K -$535K -5,740 -44%
87 88
89
90 91