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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1526
SNS Financial Group
Minnesota
$704K -$19.2K -181 -3%
CPA
1527
Court Place Advisors
Maryland
$701K +$79.5K +750 +13%
PFBT
1528
Parkside Financial Bank & Trust
Missouri
$700K +$28.2K +266 +4%
SSA
1529
South Street Advisors
New York
$696K -$4.24K -40 -0.6%
IIC
1530
Integrated Investment Consultants
Michigan
$693K -$10.6K -100 -1%
CAS
1531
Cue Advisory Services
Arizona
$692K +$60.3K +569 +9%
GVT
1532
Genesee Valley Trust
New York
$686K – – –
AAS
1533
Annex Advisory Services
Wisconsin
$684K -$39.2K -370 -5%
WFG
1534
Windsor Financial Group
Minnesota
$683K +$16.3K +154 +2%
MCWS
1535
McKinley Carter Wealth Services
West Virginia
$683K +$71.2K +672 +11%
BWFM
1536
Bridgewater Wealth & Financial Management
Maryland
$682K +$54K +510 +8%
PAWC
1537
P.A.W. Capital
Connecticut
$678K – – –
IP
1538
Investment Partners
Ohio
$677K +$108K +1,020 +19%
CFA
1539
Cahill Financial Advisors
Minnesota
$676K +$424 +4 +0.1%
CM
1540
Churchill Management
California
$676K +$464K +4,377 +209%
LOAMS
1541
Lombard Odier Asset Management (Switzerland)
Switzerland
$674K – – –
SCM
1542
SOL Capital Management
Maryland
$672K +$37.1K +350 +6%
DDC
1543
DF Dent & Co
Maryland
$669K – – –
HDIM
1544
Hanson & Doremus Investment Management
Vermont
$665K – – –
AWM
1545
Altavista Wealth Management
North Carolina
$663K -$39.3K -371 -6%
OIA
1546
OneDigital Investment Advisors
Kansas
$663K +$674K +6,359 New
NQWM
1547
Northwest Quadrant Wealth Management
Oregon
$659K -$26.1K -246 -4%
FA
1548
Fagan Associates
New York
$658K +$19.1K +180 +3%
RA
1549
RFG Advisory
Alabama
$655K +$5.51K +52 +0.8%
NFG
1550
Nations Financial Group
Iowa
$654K +$36.2K +342 +6%
60 61
62
63 64