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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
1651
Integrated Wealth Concepts
Massachusetts
$733K +$118K +2,702 +19%
JFA
1652
JNBA Financial Advisors
Minnesota
$732K +$39.7K +909 +6%
SFSIG
1653
San Francisco Sentry Investment Group
California
$730K -$905K -20,704 -55%
BFIM
1654
Beese Fulmer Investment Management
Ohio
$730K +$43.7K +1,000 +6%
CC
1655
Cedar Capital
Illinois
$728K +$129K +2,944 +21%
RCS
1656
Retirement Capital Strategies
California
$727K – – –
RWM
1657
RKL Wealth Management
Pennsylvania
$726K -$52.7K -1,207 -7%
LCM
1658
Leisure Capital Management
California
$724K +$152K +3,472 +26%
NVIM
1659
New Vernon Investment Management
Illinois
$720K – – –
PCMC
1660
Paragon Capital Management (Colorado)
Colorado
$718K -$8.3K -190 -1%
SIP
1661
Stoneridge Investment Partners
Pennsylvania
$717K – – –
CT
1662
CPF Texas
Texas
$706K +$615K +14,076 +602%
SFM
1663
Signature Financial Management
Virginia
$705K +$32.9K +754 +5%
BBA
1664
Braun-Bostich & Associates
Pennsylvania
$697K -$27K -619 -4%
CA
1665
Cortland Associates
Missouri
$697K – – –
HCC
1666
Hirtle Callaghan & Co
Pennsylvania
$697K – – –
MAA
1667
Mraz Amerine & Associates
California
$696K – – –
NPT
1668
Nixon Peabody Trust
Massachusetts
$688K -$356K -8,151 -34%
WPW
1669
Waldron Private Wealth
Pennsylvania
$687K – – –
CBT
1670
Central Bank & Trust
Kentucky
$687K +$10.9K +250 +2%
SWK
1671
Stephen W. Kidder
$682K -$21.8K -500 -3%
DWM
1672
Doyle Wealth Management
Florida
$680K +$200K +4,585 +41%
FWM
1673
Focused Wealth Management
New York
$679K -$60.3K -1,379 -8%
AB
1674
Atlas Brown
Kentucky
$679K -$13.8K -315 -2%
HPWM
1675
Highland Private Wealth Management
Washington
$678K +$689K +15,760 New
65 66
67
68 69