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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1451
AmeriFlex Group
Nevada
$510K -$175K -775 -25%
UPS
1452
UHLMANN PRICE SECURITIES
Illinois
$509K – – –
FSWA
1453
Financial Synergies Wealth Advisors
Texas
$508K -$79.4K -352 -13%
MPI
1454
Mairs & Power Inc
Minnesota
$508K -$8.79K -39 -2%
SWA
1455
Strategies Wealth Advisors
Michigan
$508K -$2.48K -11 -0.5%
AM
1456
Account Management
Massachusetts
$507K – – –
MAM
1457
Madison Asset Management
Wisconsin
$507K – – –
CFP
1458
Catalyst Financial Partners
Massachusetts
$507K +$90.4K +401 +21%
TWM
1459
TriaGen Wealth Management
California
$504K – – –
AIA
1460
Arbor Investment Advisors
North Carolina
$502K +$524K +2,324 New
CPSC
1461
Carl P. Sherr & Co
Massachusetts
$500K -$50.7K -225 -9%
GG
1462
Greenwood Gearhart
Arkansas
$499K – – –
TB
1463
Terril Brothers
Missouri
$498K – – –
ISL
1464
Ingalls & Snyder LLC
New York
$497K -$14.7K -65 -3%
HWMO
1465
Heritage Wealth Management (Ohio)
Ohio
$497K +$2.25K +10 +0.4%
FM
1466
Freemont Management
Switzerland
$496K -$3.86M -17,100 -88%
NSEDCP
1467
NJ State Employees Deferred Compensation Plan
New Jersey
$496K – – –
RE
1468
Rydar Equities
Texas
$496K +$101K +450 +24%
LRIA
1469
Leonard Rickey Investment Advisors
Washington
$494K +$16.7K +74 +3%
CAWM
1470
Capital Advisors Wealth Management
Washington
$494K +$7.89K +35 +2%
GEA
1471
Glen Eagle Advisors
New Jersey
$492K +$246K +1,091 +92%
WI
1472
WrapManager Inc
California
$490K +$512K +2,271 New
CNAM
1473
Campbell Newman Asset Management
Wisconsin
$488K +$2.48K +11 +0.5%
CG
1474
Clarus Group
Texas
$487K – – –
SOS
1475
Silver Oak Securities
Tennessee
$487K -$219K -972 -30%
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60 61