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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1776
Glassman Wealth Services
Virginia
$351K -$5.66K -52 -2%
JFG
1777
JMG Financial Group
Illinois
$349K +$15K +138 +5%
CWM
1778
Circle Wealth Management
New Jersey
$349K +$323K +2,966 New
FMP
1779
Financial Management Professionals
Texas
$347K – – –
PO
1780
Private Ocean
California
$345K -$2.94K -27 -0.9%
CF
1781
CenterStar Fund
Illinois
$345K – – –
SIAP
1782
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K +$316K +2,900 New
VFPI
1783
Vantage Financial Partners (Illinois)
Illinois
$340K +$313K +2,877 New
LA
1784
Legacy Advisors
Pennsylvania
$340K +$315K +2,894 New
BCP
1785
Berkeley Capital Partners
Georgia
$339K +$35.9K +330 +13%
NPPM
1786
North Point Portfolio Managers
Ohio
$338K – – –
BHTS
1787
Bar Harbor Trust Services
Maine
$338K +$43.3K +398 +16%
TCM
1788
Tuttle Capital Management
Connecticut
$338K +$313K +2,874 New
CIA
1789
Cascade Investment Advisors
Oregon
$335K +$310K +2,850 New
ACA
1790
Anchor Capital Advisors
Massachusetts
$335K -$44.1K -405 -12%
RMC
1791
Regis Management Company
California
$335K +$1.42K +13 +0.5%
HCA
1792
Horan Capital Advisors
Ohio
$334K -$17.4K -160 -5%
AWMF
1793
Arbor Wealth Management (Florida)
Florida
$333K -$13.4K -123 -4%
NWM
1794
Northwest Wealth Management
Iowa
$333K +$308K +2,828 New
DMC
1795
Drexel Morgan & Co
Pennsylvania
$330K -$980 -9 -0.3%
BIA
1796
Barry Investment Advisors
Massachusetts
$330K +$18K +165 +6%
PFA
1797
Pure Financial Advisors
California
$330K +$46.4K +426 +18%
NAM
1798
Nichols Asset Management
Massachusetts
$327K – – –
AAP
1799
Arax Advisory Partners
Colorado
$324K +$300K +2,752 New
KC
1800
Kingfisher Capital
North Carolina
$320K – – –
70 71
72
73 74