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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
WWC
1151
Waypoint Wealth Counsel
Georgia
$659K +$269K +978 +72%
FCA
1152
FLC Capital Advisors
California
$653K +$165K +598 +35%
FF
1153
Farrell Financial
New York
$650K +$2.2K +8 +0.3%
MIC
1154
Means Investment Company
Maine
$649K +$275 +1 +0%
SAG
1155
SageView Advisory Group
California
$648K +$14.6K +53 +2%
CIA
1156
Covington Investment Advisors
Pennsylvania
$645K +$629K +2,284 New
WKWM
1157
Walter & Keenan Wealth Management
Indiana
$642K -$539K -1,959 -46%
IIC
1158
Ironwood Investment Counsel
Arizona
$641K -$40.5K -147 -6%
GXJ
1159
Global X Japan
Japan
$641K +$53.9K +196 +9%
RCA
1160
Resonant Capital Advisors
Wisconsin
$635K +$76K +276 +14%
FB
1161
Fulton Bank
Pennsylvania
$633K -$276K -1,002 -31%
GSC
1162
G&S Capital
Colorado
$631K +$4.13K +15 +0.7%
PMSA
1163
Patrick M. Sweeney & Associates
Illinois
$631K +$16.5K +60 +3%
PL
1164
Plancorp LLC
Missouri
$629K -$158K -575 -21%
TSW
1165
Thompson Siegel & Walmsley
Virginia
$627K -$6.88K -25 -1%
AWM
1166
Axxcess Wealth Management
California
$626K -$37.7K -137 -6%
EWA
1167
Encompass Wealth Advisors
Oregon
$623K – – –
GC
1168
Grimes & Company
Massachusetts
$622K +$5.23K +19 +0.9%
YP
1169
YANKCOM Partnership
South Dakota
$622K +$21.2K +77 +4%
SFC
1170
SYM Financial Corp
Indiana
$620K +$102K +371 +20%
BSTWA
1171
Blake Schutter Theil Wealth Advisors
Ohio
$618K – – –
DIM
1172
Delta Investment Management
California
$617K +$4.4K +16 +0.7%
WA
1173
Waddell & Associates
Tennessee
$613K +$248K +900 +71%
RFA
1174
Resurgent Financial Advisors
Georgia
$611K -$50.6K -184 -8%
SGK
1175
Steigerwald Gordon & Koch
Virginia
$608K -$12.1K -44 -2%
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