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Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
2101
Lawrence B. Cohen
$793K +$143K +1,027 +23%
PL
2102
Plancorp LLC
Missouri
$792K +$83.9K +601 +12%
BCA
2103
Bay Colony Advisors
Massachusetts
$791K -$248K -1,774 -24%
KLI
2104
Kelman-Lazarov Inc
Tennessee
$788K -$35.7K -256 -4%
RW
2105
RVW Wealth
California
$788K +$47.3K +339 +7%
LDFR
2106
Lehman & Derafelo Financial Resources
Pennsylvania
$788K +$56.1K +402 +8%
AA
2107
Aufman Associates
Pennsylvania
$787K +$760K +5,444 New
FWM
2108
Fairhaven Wealth Management
Illinois
$785K -$20.9K -150 -3%
AP
2109
Americana Partners
Texas
$783K +$751K +5,384 New
ZIG
2110
Zuckerman Investment Group
Illinois
$782K – – –
CNB
2111
Camden National Bank
Maine
$782K +$25.4K +182 +3%
FNBOSM
2112
First National Bank of South Miami
Florida
$781K -$131K -939 -15%
AIMCA
2113
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$777K – – –
ARG
2114
Advisory Resource Group
Oklahoma
$776K -$66.3K -475 -8%
TFGT
2115
TS Financial Group (TSFG)
Illinois
$776K +$22.3K +160 +3%
SW
2116
SkyOak Wealth
Michigan
$774K +$747K +5,349 New
BWM
2117
BerganKDV Wealth Management
Minnesota
$772K +$78.9K +565 +12%
WCM
2118
Windsor Capital Management
Arizona
$770K +$2.51K +18 +0.3%
MAM
2119
Marotta Asset Management
Virginia
$770K +$760K +5,447 New
NCM
2120
Neumann Capital Management
California
$769K – – –
EDRIA
2121
Edmonds Duncan Registered Investment Advisors
Kansas
$769K +$4.88K +35 +0.7%
RIS
2122
Retirement Income Solutions
Michigan
$768K -$1.81K -13 -0.2%
GLI
2123
Guardian Life Insurance
New York
$768K +$5.03K +36 +0.7%
WCG
2124
Weaver Consulting Group
California
$768K +$14K +100 +2%
PCM
2125
Poehling Capital Management
Wisconsin
$767K -$20K -143 -3%
83 84
85
86 87