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Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1501
Rock Creek Group
District of Columbia
$697K -$893K -2,523 -54%
PWPS
1502
Pinnacle Wealth Planning Services
Ohio
$696K +$90.3K +255 +14%
PTP
1503
Platform Technology Partners
New York
$695K +$755K +2,133 New
CFA
1504
CWS Financial Advisors
Michigan
$692K +$752K +2,124 New
CVM
1505
Cheviot Value Management
California
$683K +$6.37K +18 +0.9%
LC
1506
Lindbrook Capital
California
$682K -$5.66K -16 -0.8%
SDAM
1507
Shulman DeMeo Asset Management
New York
$682K +$354 +1 +0%
FMW
1508
Farr Miller & Washington
District of Columbia
$672K +$14.2K +40 +2%
WWM
1509
Willingdon Wealth Management
North Carolina
$670K +$6.73K +19 +0.9%
WOC
1510
West Oak Capital
California
$670K +$18.4K +52 +3%
RA
1511
RFG Advisory
Alabama
$667K +$87.1K +246 +14%
EF
1512
Empirical Finance
Pennsylvania
$661K +$263K +742 +58%
TL
1513
TrueWealth LLC
Georgia
$660K +$354 +1 +0%
PFA
1514
Pathway Financial Advisors
Vermont
$658K – – –
SCI
1515
S&CO Inc
Massachusetts
$658K – – –
DAM
1516
Delta Asset Management
Tennessee
$657K +$78.9K +223 +12%
JA
1517
JOYN Advisors
Georgia
$656K -$39.6K -112 -5%
DWM
1518
Doyle Wealth Management
Florida
$656K -$4.96K -14 -0.7%
LJAC
1519
L.J. Altfest & Co
New York
$655K +$171K +484 +32%
CWM
1520
Chesapeake Wealth Management
Virginia
$652K -$56.6K -160 -7%
SFFS
1521
Stonehage Fleming Financial Services
Jersey
$652K +$708K +2,000 New
CG
1522
Cynosure Group
Utah
$650K – – –
VCM
1523
Vision Capital Management
Oregon
$649K – – –
GLA
1524
Good Life Advisors
Pennsylvania
$649K +$40.4K +114 +6%
GCM
1525
Gables Capital Management
Florida
$647K – – –
59 60
61
62 63