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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1401
Alpha Omega Wealth Management
Virginia
$182K – – –
JFA
1402
JNBA Financial Advisors
Minnesota
$182K +$51.1K +708 +43%
FMP
1403
Financial Management Professionals
Texas
$180K +$288 +4 +0.2%
TL
1404
TrueWealth LLC
Georgia
$179K -$15.6K -217 -9%
VCM
1405
Versant Capital Management
Arizona
$174K – – –
LWS
1406
Lucia Wealth Services
California
$172K -$2.31K -32 -1%
GAM
1407
Gemmer Asset Management
California
$171K +$505 +7 +0.3%
KTC
1408
Kistler-Tiffany Companies
Pennsylvania
$170K -$4.25K -59 -3%
NIM
1409
NuWave Investment Management
New Jersey
$157K +$144K +2,000 +8,000%
BGC
1410
Beutel, Goodman & Co
Ontario, Canada
$150K – – –
CCM
1411
Cribstone Capital Management
Maine
$146K – – –
MWM
1412
MinichMacGregor Wealth Management
New York
$145K – – –
HFM
1413
Harvest Fund Management
China
$145K +$34.8K +483 +35%
LFA
1414
Legacy Financial Advisors
Kentucky
$144K +$20.3K +282 +18%
FFC
1415
First Financial Corp
Indiana
$142K -$9.38K -130 -7%
KF
1416
Krilogy Financial
Missouri
$142K +$133K +1,846 New
PCM
1417
Penserra Capital Management
California
$136K -$12.3K -170 -9%
MA
1418
MCF Advisors
Kentucky
$129K +$72 +1 +0.1%
KOCAA
1419
Knights of Columbus Asset Advisors
Connecticut
$129K +$121K +1,671 New
DAM
1420
Delta Asset Management
Tennessee
$128K -$8.29K -115 -6%
PFGIA
1421
Patriot Financial Group Insurance Agency
Massachusetts
$128K +$18.8K +261 +19%
CBT
1422
Central Bank & Trust
Kentucky
$128K +$109K +1,510 +1,007%
EWM
1423
Endurance Wealth Management
Rhode Island
$126K – – –
CPH
1424
C Partners Holding
Switzerland
$125K -$129K -1,785 -53%
PCTC
1425
Perkins Coie Trust Company
Washington
$121K – – –
55 56
57
58 59