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Name Holding Trade Value Shares
Change 		Change in
Stake
BTIS
1076
BB&T Investment Services
North Carolina
$337K -$19K -370 -6%
PP
1077
PDS Planning
Ohio
$336K +$315K +6,129 New
WWM
1078
Windsor Wealth Management
Indiana
$335K +$313K +6,095 New
AAM
1079
Autus Asset Management
Arizona
$334K +$5.14K +100 +2%
ACA
1080
Ackerman Capital Advisors
Texas
$334K +$343K +6,677 New
PMG
1081
ProVise Management Group
Florida
$333K +$51 +1 +0%
BJL
1082
Brighton Jones LLC
Washington
$333K +$26.9K +523 +9%
CG
1083
Colony Group
Massachusetts
$332K -$15.9K -309 -5%
OC
1084
Oakworth Capital
Alabama
$332K -$12.2K -238 -4%
PG
1085
Patten Group
Tennessee
$330K -$9.46K -184 -3%
SWK
1086
Stephen W. Kidder
$330K – – –
CPIG
1087
Chicago Partners Investment Group
Illinois
$329K -$206 -4 -0.1%
WP
1088
WealthSource Partners
California
$327K -$19.3K -375 -6%
WDA
1089
Wendell David Associates
New Hampshire
$326K -$25.7K -500 -8%
SI
1090
SII Investments
Wisconsin
$325K -$11.5M -222,942 -97%
ACP
1091
Aveo Capital Partners
Colorado
$324K +$10.3K +200 +4%
NL
1092
NVWM LLC
Pennsylvania
$323K +$303K +5,892 New
ME
1093
McIlrath & Eck
Washington
$322K +$302K +5,867 New
MMG
1094
Monetary Management Group
Missouri
$321K -$27K -525 -8%
ASA
1095
Armstrong Shaw Associates
Connecticut
$321K – – –
ST
1096
Spinnaker Trust
Maine
$319K – – –
SC
1097
Schulhoff & Co
Ohio
$318K -$44.6K -867 -13%
VHAM
1098
Van Hulzen Asset Management
California
$318K – – –
PAM
1099
Private Asset Management
California
$316K – – –
FANJ
1100
Financial Architects (New Jersey)
New Jersey
$314K -$59.5K -1,157 -17%
42 43
44
45 46