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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
601
Clear Creek Financial Management
Washington
$201K +$185K +9,826 New
OIA
602
Optimum Investment Advisors
Illinois
$194K -$45.2K -2,400 -20%
RG
603
Retirement Group
California
$183K +$151K +8,000 +844%
ST
604
Smithfield Trust
Pennsylvania
$178K -$30K -1,591 -16%
TH
605
TCTC Holdings
Texas
$176K -$106K -5,600 -39%
LWM
606
Liberty Wealth Management
California
$171K +$565 +30 +0.4%
SBSB
607
Sullivan, Bruyette, Speros & Blaney
Virginia
$165K -$18.7K -991 -11%
PFSC
608
Peoples Financial Services Corp
Pennsylvania
$161K -$20.7K -1,100 -12%
HI
609
Hudock Inc
Pennsylvania
$159K +$18.7K +991 +15%
MLFP
610
MPS Loria Financial Planners
Illinois
$152K -$63K -3,342 -31%
DSC
611
Duncker Streett & Co
Missouri
$151K -$33K -1,750 -19%
AP
612
Atwood & Palmer
Missouri
$148K – – –
BC
613
Bartlett & Co
Ohio
$145K – – –
BCWM
614
Bartlett & Co Wealth Management
Ohio
$145K – – –
HCP
615
Hexagon Capital Partners
Arkansas
$144K -$59K -3,129 -31%
CAL
616
Capital Analysts LLC
Pennsylvania
$142K +$4.09K +217 +3%
SIM
617
Sonora Investment Management
Arizona
$137K -$1.47K -78 -1%
JWM
618
Janiczek Wealth Management
Colorado
$136K – – –
MA
619
Montag & Associates
Georgia
$135K -$99.2K -5,261 -44%
KTC
620
Kistler-Tiffany Companies
Pennsylvania
$131K -$19.4K -1,027 -14%
CCG
621
Ceeto Capital Group
Florida
$129K – – –
GWS
622
Glassman Wealth Services
Virginia
$128K +$26.4K +1,401 +29%
MA
623
MUFG Americas
New York
$125K -$80.6K -4,277 -41%
ARMC
624
American Research & Management Company
Massachusetts
$125K – – –
TCOV
625
Trust Company of Vermont
Vermont
$125K +$9.44K +501 +9%
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