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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1701
Doyle Wealth Management
Florida
$696K +$242K +2,126 +50%
CA
1702
Calton & Associates
Florida
$693K -$7.84K -69 -1%
CGL
1703
Clarius Group LLC
Washington
$690K +$119K +1,043 +20%
FCFC
1704
First Commonwealth Financial Corp
Pennsylvania
$688K -$5.91K -52 -0.8%
MFG
1705
Monte Financial Group
Connecticut
$687K +$15.5K +136 +2%
ZIC
1706
ZWJ Investment Counsel
Georgia
$687K +$77.3K +680 +12%
MFT
1707
Moisand Fitzgerald Tamayo
Florida
$685K -$1.71K -15 -0.2%
ACS
1708
Archford Capital Strategies
Illinois
$682K -$77.9K -685 -10%
FPFS
1709
First Personal Financial Services
North Carolina
$682K -$63.7K -560 -8%
FPS
1710
Fieldpoint Private Securities
Connecticut
$681K +$14.4K +127 +2%
MFG
1711
Magnus Financial Group
New York
$679K +$704K +6,191 New
CWA
1712
Cypress Wealth Advisors
California
$674K -$43.1K -379 -6%
CIAS
1713
Capital Investment Advisory Services
North Carolina
$671K +$25.4K +223 +4%
CCB
1714
Cutter & Co Brokerage
Missouri
$671K +$147K +1,295 +27%
SGS
1715
Sterling Global Strategies
California
$670K -$21K -185 -3%
BOS
1716
Bingham Osborn & Scarborough
California
$667K +$52.4K +461 +8%
VC
1717
Vicus Capital
Pennsylvania
$667K +$85K +748 +14%
CCMG
1718
Clark Capital Management Group
Pennsylvania
$664K +$106K +930 +18%
CAW
1719
Cornerstone Advisors (Washington)
Washington
$663K +$3.64K +32 +0.5%
ECAM
1720
East Coast Asset Management
Massachusetts
$662K -$22.7K -200 -3%
SAM
1721
Smithbridge Asset Management
Pennsylvania
$662K – – –
LCP
1722
Legacy Capital Partners
Wisconsin
$662K +$400K +3,520 +140%
LWS
1723
Lucia Wealth Services
California
$660K -$298K -2,622 -30%
FUBT
1724
First United Bank & Trust
Maryland
$658K -$7.96K -70 -1%
ROTUOC
1725
Regents of the University of California
California
$658K – – –
67 68
69
70 71