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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1326
Allied Investment Advisors
Montana
$628K -$26.6K -110 -4%
AF
1327
Apexium Financial
Texas
$625K – – –
RFN
1328
RDA Financial Network
Iowa
$625K +$47.6K +197 +8%
CAWM
1329
Capital Advisors Wealth Management
Washington
$625K +$98.2K +406 +18%
MWM
1330
Merriman Wealth Management
Washington
$624K -$7.98K -33 -1%
SWMG
1331
Sanchez Wealth Management Group
Florida
$624K – – –
BFS
1332
Bickling Financial Services
Massachusetts
$624K +$630K +2,605 New
NSB
1333
Norway Savings Bank
Maine
$623K -$16.9K -70 -3%
DOA
1334
D'Orazio & Associates
Virginia
$623K – – –
CA
1335
Cullinan Associates
Kentucky
$623K +$83.9K +347 +15%
SWA
1336
Stratos Wealth Advisors
Ohio
$621K -$238K -985 -28%
SRC
1337
Shufro Rose & Co
New York
$621K -$72.5K -300 -10%
MPWT
1338
MassMutual Private Wealth & Trust
Connecticut
$621K +$20.8K +86 +3%
PRC
1339
Pearl River Capital
Michigan
$619K +$624K +2,582 New
HIP
1340
HUB Investment Partners
Texas
$618K +$213K +881 +52%
WWM
1341
WJ Wealth Management
Arizona
$617K +$287K +1,187 +85%
VIM
1342
Vista Investment Management
Pennsylvania
$615K -$4.59K -19 -0.7%
NB
1343
Nicolet Bankshares
Wisconsin
$615K +$90.2K +373 +17%
S
1344
Seeyond
France
$614K -$26.8K -111 -4%
FSG
1345
Financial Strategies Group
Michigan
$614K +$169K +701 +38%
WP
1346
WMS Partners
Maryland
$613K -$27.8K -115 -4%
IMRF
1347
Illinois Municipal Retirement Fund
Illinois
$613K +$619K +2,560 New
HFS
1348
HBC Financial Services
Washington
$612K -$33.8K -140 -5%
CAG
1349
Csenge Advisory Group
Florida
$612K +$40.1K +166 +7%
PFPT
1350
Pinnacle Financial Partners (Tennessee)
Tennessee
$611K +$14.5K +60 +2%
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