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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1601
Outlook Wealth Advisors
Texas
$245K -$101K -1,436 -30%
FIG
1602
FundX Investment Group
California
$243K – – –
AW
1603
Alpha Windward
Massachusetts
$242K -$489K -6,970 -68%
GDP
1604
Great Diamond Partners
Maine
$239K +$226K +3,218 New
PFA
1605
Pure Financial Advisors
California
$238K – – –
CWP
1606
Capital Wealth Planning
Florida
$237K +$224K +3,189 New
PV
1607
Private Vista
Illinois
$237K +$224K +3,190 New
MIFH
1608
Migdal Insurance & Financial Holdings
Israel
$236K +$14.5K +207 +7%
AA
1609
Apriem Advisors
California
$236K +$223K +3,178 New
PCP
1610
Proficio Capital Partners
Massachusetts
$235K +$222K +3,162 New
HCA
1611
Heck Capital Advisors
Wisconsin
$234K +$8.64K +123 +4%
AP
1612
Appleton Partners
Massachusetts
$234K -$9.62K -137 -4%
TC
1613
Trilogy Capital
California
$234K +$223K +3,176 New
NAM
1614
NorthCoast Asset Management
Connecticut
$233K +$220K +3,135 New
TA
1615
TFG Advisers
Michigan
$233K +$221K +3,143 New
IIM
1616
Ipswich Investment Management
Massachusetts
$232K +$219K +3,120 New
XS
1617
XR Securities
Illinois
$231K +$219K +3,115 New
FSC
1618
Full Sail Capital
Oklahoma
$230K -$2.46K -35 -1%
MCM
1619
Murphy Capital Management
New Jersey
$230K +$218K +3,098 New
PFC
1620
Phocas Financial Corp
California
$230K +$218K +3,105 New
SIM
1621
SSI Investment Management
California
$228K +$215K +3,068 New
TIA
1622
Tiemann Investment Advisors
California
$226K – – –
BA
1623
Bristlecone Advisors
Washington
$225K +$212K +3,022 New
GCIA
1624
Gabelli & Co Investment Advisers
New York
$223K +$211K +3,000 New
LB
1625
Landmark Bank
Missouri
$223K +$211K +3,003 New
63 64
65
66 67