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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
976
Sittner & Nelson
Oregon
$109K – – –
KFI
977
Key Financial Inc
Pennsylvania
$107K – – –
FFWM
978
Future Financial Wealth Management
Ohio
$106K +$101K +2,818 New
CFD
979
Creative Financial Designs
Indiana
$106K -$1.3M -36,238 -93%
SL
980
Salomon & Ludwin
Virginia
$104K +$861 +24 +0.9%
GI
981
GAMMA Investing
California
$104K +$21K +586 +27%
CAM
982
Creekmur Asset Management
Illinois
$103K -$1.79K -50 -2%
SC
983
Steph & Co
Wisconsin
$101K – – –
KIG
984
Kessler Investment Group
Indiana
$101K +$96K +2,677 +53,540%
CFFP
985
Center for Financial Planning
Michigan
$100K – – –
HWA
986
Heritage Wealth Advisors
Virginia
$99.2K +$3.08K +86 +3%
SFCL
987
Strengthening Families & Communities LLC
Massachusetts
$98K +$14.7K +411 +19%
BCWM
988
Bartlett & Co Wealth Management
Ohio
$98K +$4.84K +135 +5%
VC
989
Vestor Capital
Illinois
$97K – – –
MA
990
MCF Advisors
Kentucky
$96.6K – – –
JWA
991
JFS Wealth Advisors
Pennsylvania
$95.4K -$36 -1 -0%
SVCP
992
Silicon Valley Capital Partners
California
$95.1K +$1.04K +29 +1%
BPCE
993
Bank Pictet & Cie (Europe)
Germany
$92.3K +$87.8K +2,450 New
AP
994
Atwood & Palmer
Missouri
$88.5K – – –
WIA
995
Wetzel Investment Advisors
Indiana
$88.5K -$10.2K -285 -11%
ATC
996
Adirondack Trust Company
New York
$85.8K – – –
GI
997
Gradient Investments
Minnesota
$84.9K -$72.8K -2,031 -47%
HFM
998
Hartford Financial Management
Connecticut
$82.9K +$7.13K +199 +10%
TWC
999
TD Waterhouse Canada
Ontario, Canada
$82.5K +$78.8K +2,197 New
TFA
1000
Toth Financial Advisory
Virginia
$82.2K +$5.41K +151 +7%
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40
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