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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1951
Nations Financial Group
Iowa
$630K +$74.9K +1,423 +14%
UIA
1952
UBP Investment Advisors
Switzerland
$630K +$118K +2,249 +23%
CPC
1953
Congress Park Capital
New York
$629K -$55.2K -1,050 -8%
BCP
1954
Berkeley Capital Partners
Georgia
$629K +$8.15K +155 +1%
PWSG
1955
Pacific Wealth Strategies Group
California
$628K -$644K -12,245 -51%
SAM
1956
SignalPoint Asset Management
Missouri
$628K -$24.7K -470 -4%
GC
1957
GFG Capital
Florida
$628K +$2.84K +54 +0.5%
KFP
1958
KB Financial Partners
New Jersey
$628K +$44.8K +852 +8%
PL
1959
Plancorp LLC
Missouri
$625K -$33.5K -636 -5%
MFW
1960
Mosaic Family Wealth
Missouri
$625K +$66.4K +1,262 +12%
WA
1961
Winfield Associates
Ohio
$621K +$14.5K +275 +2%
PFWA
1962
Paces Ferry Wealth Advisors
Georgia
$619K +$10K +191 +2%
MA
1963
MBA Advisors
Pennsylvania
$617K -$6.1K -116 -1%
CSWG
1964
Cardinal Strategic Wealth Guidance
Kentucky
$617K -$5K -95 -0.8%
AMC
1965
Asset Management Corp
Illinois
$616K -$177K -3,362 -22%
SWK
1966
Stephen W. Kidder
$616K -$26.3K -500 -4%
AMG
1967
Asset Management Group
Connecticut
$616K +$4.37K +83 +0.7%
MCM
1968
Mengis Capital Management
Oregon
$615K – – –
CA
1969
Cortland Associates
Missouri
$610K -$43.5K -827 -7%
MWM
1970
Modera Wealth Management
New Jersey
$610K +$24.1K +459 +4%
LG
1971
Leuthold Group
Minnesota
$606K -$13.1K -249 -2%
VSWA
1972
Vontobel Swiss Wealth Advisors
Switzerland
$606K -$4.52K -86 -0.7%
AWG
1973
Altus Wealth Group
Colorado
$605K -$1.26K -24 -0.2%
GCAC
1974
Guardian Capital Advisors (Canada)
Ontario, Canada
$602K -$26.3K -500 -4%
ACA
1975
Affinity Capital Advisors
California
$601K +$9.63K +183 +2%
77 78
79
80 81