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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1501
Birmingham Capital Management
Alabama
$2.68M -$40.4K -250 -1%
VWA
1502
V Wealth Advisors
Kansas
$2.67M -$210K -1,301 -7%
YWP
1503
YorkBridge Wealth Partners
New York
$2.67M +$27K +167 +1%
LCM
1504
Linker Capital Management
Kentucky
$2.67M +$2.78M +17,218 New
EC
1505
Enhancing Capital
Pennsylvania
$2.66M +$2.78M +17,200 New
FNBTCON
1506
First National Bank & Trust Co of Newtown
Pennsylvania
$2.66M -$14.5K -90 -0.5%
LAM
1507
Lynch Asset Management
Pennsylvania
$2.66M +$2.77M +17,175 New
RCA
1508
Resonant Capital Advisors
Wisconsin
$2.66M +$325K +2,010 +13%
CCG
1509
Cypress Capital Group
Florida
$2.65M +$617K +3,819 +29%
BP
1510
Ballentine Partners
Massachusetts
$2.65M +$50.1K +310 +2%
BFA
1511
Buttonwood Financial Advisors
Maryland
$2.65M +$2.76M +17,117 New
JFA
1512
JNBA Financial Advisors
Minnesota
$2.64M +$38.1K +236 +1%
MIM
1513
Miller Investment Management
Pennsylvania
$2.64M – – –
LOAMS
1514
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.64M -$4.2K -26 -0.2%
CW
1515
Connectus Wealth
Ohio
$2.63M +$2.75M +17,012 New
SACTSONJ
1516
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.63M – – –
IC
1517
Intersect Capital
California
$2.63M -$1.14M -7,056 -29%
DI
1518
DAGCO Inc
Ohio
$2.62M +$39.9K +247 +1%
MWM
1519
Modera Wealth Management
New Jersey
$2.61M +$1.12M +6,912 +70%
PRS
1520
Pinkerton Retirement Specialists
Idaho
$2.61M +$184K +1,137 +7%
VIA
1521
Vickerman Investment Advisors
Washington
$2.61M +$478K +2,959 +21%
CPA
1522
Capital Planning Advisors
California
$2.6M -$326K -2,018 -11%
SWA
1523
Stratos Wealth Advisors
Ohio
$2.58M +$539K +3,339 +25%
BPM
1524
Bowling Portfolio Management
Ohio
$2.58M -$66.2K -410 -2%
WAOTB
1525
Wealth Advisors of Tampa Bay
Florida
$2.58M +$1.57M +9,707 +140%
59 60
61
62 63