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Name Holding Trade Value Shares
Change 		Change in
Stake
PT
1401
Plimoth Trust
Massachusetts
$325K – – –
NFG
1402
NewFocus Financial Group
Washington
$325K +$12.8K +68 +5%
KFI
1403
Key Financial Inc
Pennsylvania
$325K +$288K +1,533 New
CIA
1404
Capital Investment Advisors
Georgia
$324K +$58.7K +313 +26%
TL
1405
TrueWealth LLC
Georgia
$323K -$185K -985 -39%
TC
1406
Trilogy Capital
California
$323K – – –
F
1407
Filament
Washington
$323K +$2.44K +13 +0.9%
AA
1408
Argent Advisors
Louisiana
$323K +$273K +1,453 New
SCA
1409
Stonebridge Capital Advisors
Minnesota
$321K +$22.3K +119 +9%
MGIA
1410
Moneta Group Investment Advisors
Missouri
$320K -$273K -1,457 -49%
ESB
1411
Essex Savings Bank
Connecticut
$319K -$35.5K -189 -11%
AA
1412
Aufman Associates
Pennsylvania
$319K +$282K +1,504 New
AR
1413
Advisory Research
Illinois
$318K -$3.11M -16,595 -92%
ACA
1414
Anchor Capital Advisors
Massachusetts
$318K – – –
CRWM
1415
Castle Rock Wealth Management
California
$316K -$938 -5 -0.3%
AF
1416
Aldebaran Financial
$313K – – –
CIP
1417
Champlain Investment Partners
Vermont
$310K – – –
MGWM
1418
Marks Group Wealth Management
Minnesota
$307K +$272K +1,449 New
IIC
1419
Integrated Investment Consultants
Michigan
$306K +$270K +1,440 New
BMA
1420
Brooks Moore & Associates
Tennessee
$303K +$268K +1,430 New
EWG
1421
Executive Wealth Group
Washington
$302K – – –
WA
1422
Wealth Architects
California
$301K +$35.7K +190 +15%
GKWIM
1423
Gerber Kawasaki Wealth & Investment Management
California
$300K -$12K -64 -4%
LF
1424
Lantz Financial
Illinois
$300K +$13.5K +72 +5%
LC
1425
Lindbrook Capital
California
$299K +$26.5K +141 +11%
55 56
57
58 59