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Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
1051
TD Private Client Wealth
New York
$15.9K +$17.7K +187 New
JFA
1052
JNBA Financial Advisors
Minnesota
$15.7K – – –
AIC
1053
Archer Investment Corporation
Indiana
$15.5K – – –
MG
1054
Mather Group
Illinois
$15K – – –
HCA
1055
Heck Capital Advisors
Wisconsin
$14.8K +$16.5K +175 New
PSFG
1056
Park Square Financial Group
Georgia
$14.8K +$16.5K +175 New
LWCFA
1057
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.6K – – –
KFI
1058
Key Financial Inc
Pennsylvania
$14K -$472 -5 -3%
FMP
1059
Financial Management Professionals
Texas
$14K – – –
PCWA
1060
Pacific Capital Wealth Advisors
California
$13.7K -$37.8K -400 -71%
AA
1061
Addison Advisors
Vermont
$13.6K – – –
HNB
1062
Hilltop National Bank
Wyoming
$13.4K – – –
BTC
1063
Bank & Trust Company
Illinois
$13K – – –
AWM
1064
Atticus Wealth Management
Florida
$12.7K – – –
FCAS
1065
First Command Advisory Services
Texas
$12.7K – – –
BWM
1066
Bernard Wealth Management
Michigan
$12.7K +$14.2K +150 New
CFFP
1067
Center for Financial Planning
Michigan
$12.5K +$472 +5 +4%
GI
1068
GAMMA Investing
California
$12.5K – – –
WTC
1069
WhitTier Trust Company
Nevada
$12.3K +$5.2K +55 +61%
EWM
1070
Evermay Wealth Management
Virginia
$11.8K – – –
CAWM
1071
Capital A Wealth Management
Pennsylvania
$11.8K +$13.1K +139 New
CCA
1072
Criterion Capital Advisors
Tennessee
$11.7K – – –
NWWA
1073
New Wave Wealth Advisors
Arkansas
$11.4K +$12.8K +135 New
BCWM
1074
Bartlett & Co Wealth Management
Ohio
$11K – – –
SFCL
1075
Strengthening Families & Communities LLC
Massachusetts
$11K -$19.9K -211 -63%
41 42
43
44 45