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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1701
Independence Advisors
Pennsylvania
$416K – – –
CC
1702
Cedar Capital
Illinois
$416K +$75.6K +711 +21%
ADMI
1703
Albert D. Mason Inc
Massachusetts
$416K +$440K +4,140 New
BWM
1704
BerganKDV Wealth Management
Minnesota
$415K +$1.7K +16 +0.4%
NEPWA
1705
New England Private Wealth Advisors
Massachusetts
$414K +$107K +1,006 +32%
CC
1706
Chicago Capital
Illinois
$414K +$438K +4,119 New
BHTS
1707
Bar Harbor Trust Services
Maine
$413K – – –
IF
1708
IRON Financial
Illinois
$413K +$85.4K +804 +24%
ZB
1709
Zions Bancorporation
Utah
$411K +$20.1K +189 +5%
FMA
1710
FNY Managed Accounts
New York
$410K +$435K +4,090 New
SIAP
1711
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$409K +$63K +593 +17%
WCM
1712
Weatherstone Capital Management
Colorado
$406K +$70.1K +660 +20%
WCM
1713
Windsor Capital Management
Arizona
$404K +$76.9K +724 +22%
FIAS
1714
FinTrust Investment Advisory Services
South Carolina
$402K -$40.4K -380 -9%
RMC
1715
Regis Management Company
California
$402K – – –
VFM
1716
Viking Fund Management
North Dakota
$402K – – –
WAOTB
1717
Wealth Advisors of Tampa Bay
Florida
$401K – – –
BWM
1718
Buckley Wealth Management
Nevada
$401K +$43.8K +412 +12%
GIA
1719
Guyasuta Investment Advisors
Pennsylvania
$399K -$46.3K -436 -10%
CA
1720
Cynosure Advisors
Utah
$399K +$3.93K +37 +0.9%
SCI
1721
Stableford Capital II
Arizona
$397K +$25.4K +239 +6%
PC
1722
Palo Capital
California
$394K -$12.2K -115 -3%
FWP
1723
FAS Wealth Partners
Kansas
$394K +$14.1K +133 +4%
MWM
1724
Meridian Wealth Management
Kentucky
$391K -$49.8K -469 -11%
TFO
1725
Tarbox Family Office
California
$390K -$2.87K -27 -0.7%
67 68
69
70 71