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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1601
Faithward Advisors
Pennsylvania
$552K +$20.9K +59 +4%
MCWS
1602
McKinley Carter Wealth Services
West Virginia
$550K +$326K +921 +120%
AWA
1603
Acorn Wealth Advisors
Michigan
$549K +$17.7K +50 +3%
CCFM
1604
Clear Creek Financial Management
Washington
$548K +$17.7K +50 +3%
I
1605
IberiaBank
Louisiana
$548K +$86.4K +244 +17%
PA
1606
Procyon Advisors
Connecticut
$548K +$595K +1,681 New
SCM
1607
Southport Capital Management
Tennessee
$545K +$63.4K +179 +12%
PA
1608
Paragon Advisors
Texas
$544K +$584K +1,649 New
CIM
1609
CenturyLink Investment Management
Colorado
$541K -$91.3K -258 -13%
BPCE
1610
Bank Pictet & Cie (Europe)
Germany
$539K -$42.5K -120 -7%
DOA
1611
D'Orazio & Associates
Virginia
$539K – – –
SAM
1612
S.A. Mason
Michigan
$539K +$586K +1,655 New
AIA
1613
Alera Investment Advisors
Illinois
$535K -$112K -316 -16%
MM
1614
Meridian Management
Arkansas
$534K +$147K +415 +35%
FSCM
1615
Front Street Capital Management
Montana
$528K -$104K -294 -15%
LDFR
1616
Lehman & Derafelo Financial Resources
Pennsylvania
$527K -$12.4K -35 -2%
FCA
1617
FinTrust Capital Advisors
South Carolina
$524K -$239K -674 -30%
ACA
1618
Affinity Capital Advisors
California
$524K +$570K +1,610 New
HAC
1619
Harbor Advisory Corp
New Hampshire
$523K – – –
ONST
1620
Old North State Trust
North Carolina
$523K – – –
PA
1621
Perennial Advisors
New York
$519K -$20.5K -58 -4%
RPWA
1622
Regent Peak Wealth Advisors
Georgia
$516K +$561K +1,584 New
TA
1623
Tiedemann Advisors
New York
$515K -$538K -1,521 -49%
GLI
1624
Guardian Life Insurance
New York
$513K +$3.54K +10 +0.6%
GIA
1625
Gladstone Institutional Advisory
Florida
$512K +$69.4K +196 +14%
63 64
65
66 67