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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1401
Endurance Wealth Management
Rhode Island
$113K – – –
PCTC
1402
Perkins Coie Trust Company
Washington
$109K – – –
CCMW
1403
Cypress Capital Management (Wyoming)
Wyoming
$108K – – –
AIM
1404
Acropolis Investment Management
Missouri
$107K +$103K +1,540 New
FCB
1405
First Command Bank
Texas
$106K -$12.1K -182 -11%
FCFS
1406
First Command Financial Services
Texas
$106K -$12.1K -182 -11%
AF
1407
Allworth Financial
California
$104K -$18.5K -278 -16%
WPA
1408
West Paces Advisors
Georgia
$104K +$2.06K +31 +2%
BWM
1409
Baystate Wealth Management
Massachusetts
$102K +$400 +6 +0.4%
BCI
1410
Brinker Capital Investments
Pennsylvania
$100K +$1.27K +19 +1%
IAS
1411
IMA Advisory Services
Colorado
$100K +$95.4K +1,432 New
FWM
1412
Focused Wealth Management
New York
$99K -$14.6K -219 -13%
PFGIA
1413
Patriot Financial Group Insurance Agency
Massachusetts
$97K -$170K -2,552 -65%
AWMS
1414
Advocacy Wealth Management Services
Georgia
$96K – – –
HFM
1415
Harvest Fund Management
China
$96K +$92.2K +1,384 New
BRC
1416
Bell Rock Capital
Delaware
$94K +$333 +5 +0.4%
NCM
1417
Nelson Capital Management
California
$91K – – –
BWM
1418
BerganKDV Wealth Management
Minnesota
$90K +$86.2K +1,294 New
GBBWRPM
1419
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$87K – – –
SHJ
1420
Sharkey, Howes & Javer
Colorado
$85K – – –
SAM
1421
Solaris Asset Management
New York
$84K -$41K -615 -34%
TIM
1422
Tortoise Investment Management
New York
$84K – – –
LC
1423
Landaas & Company
Wisconsin
$82K +$78.7K +1,181 New
MSA
1424
Marino Stram & Associates
Massachusetts
$81K +$10.4K +156 +16%
HMS
1425
Hanseatic Management Services
New Mexico
$80K -$266 -4 -0.3%
55 56
57
58 59