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Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
1801
Tower View Wealth Management
Wisconsin
$329K +$315K +3,056 New
CL
1802
CPWM LLC
Washington
$328K -$89.1K -865 -22%
MPIA
1803
Mountain Pacific Investment Advisers
Idaho
$328K – – –
SIM
1804
SSI Investment Management
California
$327K -$412 -4 -0.1%
SIAS
1805
Shine Investment Advisory Services
Colorado
$327K +$31.4K +305 +11%
GEA
1806
Glen Eagle Advisors
New Jersey
$326K -$61.8K -600 -17%
LFR
1807
Lehman Financial Resources
Pennsylvania
$326K +$7.73K +75 +3%
ACM
1808
AUA Capital Management
Pennsylvania
$324K – – –
BFG
1809
Barber Financial Group
Kansas
$324K – – –
SFG
1810
StrategIQ Financial Group
Indiana
$324K +$14.2K +138 +5%
CHAM
1811
Clear Harbor Asset Management
Connecticut
$323K +$18.7K +182 +6%
HCMT
1812
Highland Capital Management (Texas)
Texas
$323K +$309K +3,000 New
BA
1813
BKS Advisors
Michigan
$322K – – –
MWM
1814
Modera Wealth Management
New Jersey
$318K -$20.6K -200 -6%
SFP
1815
Shepherd Financial Partners
Massachusetts
$318K +$9.07K +88 +3%
PP
1816
PDS Planning
Ohio
$318K +$305K +2,962 New
SMG
1817
Spectrum Management Group
Indiana
$317K -$10.5K -102 -3%
CBOR
1818
Community Bank of Raymore
Missouri
$317K +$50.5K +490 +20%
WA
1819
Wealth Architects
California
$314K +$1.96K +19 +0.7%
TFS
1820
TrustCore Financial Services
Tennessee
$314K +$301K +2,923 New
AL
1821
Aspiriant LLC
California
$313K -$2.86M -27,791 -91%
SIC
1822
Sigma Investment Counselors
Michigan
$312K -$148K -1,439 -33%
AA
1823
ALPS Advisors
Colorado
$311K -$22.3K -216 -7%
AAS
1824
Annex Advisory Services
Wisconsin
$311K -$18.7K -182 -6%
BEC
1825
Blue Edge Capital
Virginia
$310K -$7.21K -70 -2%
71 72
73
74 75