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Name Holding Trade Value Shares
Change 		Change in
Stake
KIC
1551
Keating Investment Counselors
Florida
$877K +$15.4K +172 +2%
ACA
1552
Ackerman Capital Advisors
Texas
$872K – – –
SAG
1553
Spotlight Asset Group
Illinois
$872K +$112K +1,250 +15%
TCMG
1554
TSP Capital Management Group
New Jersey
$870K – – –
MMG
1555
Monetary Management Group
Missouri
$869K -$219K -2,450 -20%
BPM
1556
Bowling Portfolio Management
Ohio
$869K -$716 -8 -0.1%
RIA
1557
Realta Investment Advisors
Delaware
$868K +$21.4K +239 +3%
VC
1558
Vicus Capital
Pennsylvania
$867K -$6K -67 -0.7%
GP
1559
Girard Partners
Pennsylvania
$866K -$1.09M -12,228 -56%
VWM
1560
Venturi Wealth Management
Texas
$865K +$868K +9,690 New
TAIM
1561
TD Ameritrade Investment Management
Nebraska
$861K -$42.6K -476 -5%
DWA
1562
Divergent Wealth Advisors
Utah
$861K +$8.95K +100 +1%
TCPWM
1563
Traverso Chambers Private Wealth Management
California
$860K +$10.7K +120 +1%
CA
1564
Claro Advisors
Massachusetts
$858K +$7.43K +83 +0.9%
MFG
1565
Merit Financial Group
Georgia
$857K -$5.19K -58 -0.6%
IWP
1566
IAG Wealth Partners
Wisconsin
$857K – – –
IIA
1567
ICW Investment Advisors
Arizona
$855K +$33.1K +370 +4%
PWP
1568
Principle Wealth Partners
Connecticut
$853K +$2.24K +25 +0.3%
WMG
1569
WESCAP Management Group
California
$853K +$230K +2,572 +37%
WCM
1570
Windsor Capital Management
Arizona
$852K +$18.6K +208 +2%
SRSA
1571
S.R. Schill & Associates
Washington
$850K +$72.7K +812 +9%
FPTW
1572
Franklin, Parlapiano, Turner & Welch
Texas
$850K +$853K +9,524 New
CPA
1573
Clear Perspective Advisors
Illinois
$849K -$298K -3,331 -26%
ICM
1574
IMS Capital Management
Oregon
$849K +$852K +9,515 New
FNBOMD
1575
First National Bank of Mount Dora
Florida
$847K -$701K -7,828 -45%
61 62
63
64 65