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Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1726
The Family Firm
Maryland
$603K -$225K -1,886 -26%
NPF
1727
Norris Perne & French
Michigan
$601K -$38.9K -325 -6%
RMSCM
1728
R.M. Sincerbeaux Capital Management
New York
$599K – – –
JFA
1729
JNBA Financial Advisors
Minnesota
$596K – – –
QPWM
1730
Quadrant Private Wealth Management
Pennsylvania
$595K +$72.4K +606 +13%
RPA
1731
Rock Point Advisors
Vermont
$593K – – –
BBA
1732
Braun-Bostich & Associates
Pennsylvania
$590K +$117K +977 +23%
CCM
1733
Carlson Capital Management
Minnesota
$585K -$54.6K -457 -8%
TCM
1734
Tradewinds Capital Management
Washington
$585K -$2.63K -22 -0.4%
CWA
1735
Clarus Wealth Advisors
Arizona
$584K -$972K -8,129 -61%
BWM
1736
Bernicke Wealth Management
Wisconsin
$583K -$25.6K -214 -4%
WCWM
1737
Willow Creek Wealth Management
California
$583K +$611K +5,114 New
MGIA
1738
Moneta Group Investment Advisors
Missouri
$583K +$2.27M +18,984 +594%
RGC
1739
Roberts, Glore & Co
Illinois
$582K +$17.7K +148 +3%
WAG
1740
Winthrop Advisory Group
Massachusetts
$581K -$26.1K -218 -4%
TL
1741
TrueWealth LLC
Georgia
$578K -$82.2K -688 -12%
ZF
1742
Zhang Financial
Michigan
$577K -$260K -2,172 -30%
PA
1743
Perennial Advisors
New York
$576K +$55.9K +468 +10%
KBG
1744
Kahn Brothers Group
New York
$576K +$120K +1,000 +25%
OCM
1745
Orser Capital Management
Texas
$574K +$95.9K +802 +21%
BCM
1746
Blume Capital Management
California
$573K -$14.3K -120 -2%
AFIA
1747
America First Investment Advisors
Nebraska
$573K – – –
MBA
1748
McQueen Ball & Associates
Pennsylvania
$573K +$120 +1 +0%
PP
1749
PDS Planning
Ohio
$573K +$5.98K +50 +1%
CWM
1750
Cabot Wealth Management
Massachusetts
$572K +$598 +5 +0.1%
68 69
70
71 72