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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
1801
Chas P. Smith & Associates (CPS)
Florida
$401K +$45.5K +409 +14%
CWM
1802
Connecticut Wealth Management
Connecticut
$400K – – –
WG
1803
Welch Group
Alabama
$400K +$3.9K +35 +1%
PP
1804
PDS Planning
Ohio
$399K +$47.2K +424 +14%
TFS
1805
TrustCore Financial Services
Tennessee
$398K +$14.8K +133 +4%
ATFA
1806
All Terrain Financial Advisors
Minnesota
$396K +$2.67K +24 +0.7%
BMCM
1807
Bryn Mawr Capital Management
Pennsylvania
$395K -$5.79K -52 -2%
PFBT
1808
Parkside Financial Bank & Trust
Missouri
$395K +$4.01K +36 +1%
CP
1809
Camelot Portfolios
Ohio
$395K +$376K +3,380 New
IFAM
1810
Institutional & Family Asset Management
Colorado
$391K +$5.34K +48 +1%
WAOTB
1811
Wealth Advisors of Tampa Bay
Florida
$389K -$75.1K -675 -17%
CBOR
1812
Community Bank of Raymore
Missouri
$389K +$6.68K +60 +2%
RGIA
1813
Rainier Group Investment Advisory
Washington
$386K – – –
PHAM
1814
Palisades Hudson Asset Management
Florida
$385K – – –
CFA
1815
Capstone Financial Advisors
Illinois
$385K +$12K +108 +3%
KFS
1816
Kurt F. Somerville
$385K +$114K +1,025 +45%
KWA
1817
KCS Wealth Advisory
California
$382K -$17K -153 -4%
CHAM
1818
Clear Harbor Asset Management
Connecticut
$381K -$2.55M -22,920 -87%
SAM
1819
Security Asset Management
New York
$381K +$11.1K +100 +3%
EAM
1820
Evanson Asset Management
California
$381K +$21K +189 +6%
UBV
1821
United Bank (Virginia)
Virginia
$378K – – –
IF
1822
IRON Financial
Illinois
$376K -$11.9M -106,897 -97%
FLI
1823
Family Legacy Inc
South Carolina
$376K -$13K -117 -4%
DAC
1824
Dividend Assets Capital
South Carolina
$374K – – –
TDC
1825
Thompson Davis & Co
Virginia
$373K +$321K +2,885 +952%
71 72
73
74 75