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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1551
Manchester Capital Management
Vermont
$1.2M -$28.3K -233 -2%
BFC
1552
Bedel Financial Consulting
Indiana
$1.2M +$6.07K +50 +0.5%
LJHT
1553
Laurie J. Hall Trustee
$1.2M -$36.1K -297 -3%
PCS
1554
Personal CFO Solutions
New Jersey
$1.2M +$1.13M +9,336 New
PFBT
1555
Parkside Financial Bank & Trust
Missouri
$1.19M +$253K +2,086 +26%
CFA
1556
Cahill Financial Advisors
Minnesota
$1.19M +$10.2K +84 +0.8%
BBP
1557
Banco BTG Pactual
Brazil
$1.19M +$1.22M +10,009 New
JMFC
1558
J.M. Forbes & Co
Massachusetts
$1.19M -$34.2K -282 -3%
YMRC
1559
Yorktown Management & Research Company
Virginia
$1.19M – – –
CG
1560
Cutler Group
California
$1.19M +$605K +4,978 +99%
WAM
1561
Wolverine Asset Management
Illinois
$1.19M +$1.2M +9,913 +11,394%
GFS
1562
GYL Financial Synergies
Connecticut
$1.18M +$125K +1,032 +12%
JWA
1563
JFS Wealth Advisors
Pennsylvania
$1.18M +$15.1K +124 +1%
BWP
1564
Bernardo Wealth Planning
Pennsylvania
$1.17M +$28.4K +234 +2%
BWP
1565
Baldwin Wealth Partners
Massachusetts
$1.17M -$21.9K -180 -2%
HIM
1566
Harbour Investment Management
Washington
$1.16M – – –
RCA
1567
Ranch Capital Advisors
Florida
$1.16M +$1.19M +9,789 New
ADL
1568
Asset Dedication LLC
California
$1.16M -$11.8K -97 -1%
LAIC
1569
Lederer & Associates Investment Counsel
California
$1.16M -$1.13M -9,305 -49%
RWP
1570
RWA Wealth Partners
Massachusetts
$1.16M -$33.9K -279 -3%
CAM
1571
Costello Asset Management
Pennsylvania
$1.15M -$115K -950 -9%
AIM
1572
Aspen Investment Management
Michigan
$1.15M +$6.07K +50 +0.5%
KIC
1573
Keating Investment Counselors
Florida
$1.15M – – –
WCM
1574
Windsor Capital Management
Arizona
$1.15M +$57K +469 +5%
CPO
1575
Cerity Partners OCIO
New York
$1.15M +$172K +1,420 +17%
61 62
63
64 65