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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2151
Financial Perspectives
Minnesota
$549K +$34.1K +319 +6%
PIM
2152
Profit Investment Management
Maryland
$548K – – –
WIC
2153
Wilkins Investment Counsel
Massachusetts
$547K – – –
BWM
2154
Baystate Wealth Management
Massachusetts
$544K +$54.9K +513 +10%
CA
2155
Crumly & Associates
Illinois
$544K +$155K +1,446 +33%
AA
2156
Advisory Alpha
Michigan
$542K +$20.5K +192 +3%
EA
2157
Eclectic Associates
California
$540K -$20.5K -192 -3%
FG
2158
Foster Group
Iowa
$540K +$24.3K +227 +4%
VCM
2159
Virtue Capital Management
Tennessee
$539K +$87.8K +820 +17%
TPWA
2160
TRUE Private Wealth Advisors
Oregon
$538K -$71.9K -672 -11%
GCMG
2161
Gyroscope Capital Management Group
Florida
$538K -$10.7K -100 -2%
CFA
2162
CWS Financial Advisors
Michigan
$537K -$88.3K -825 -13%
GFS
2163
GYL Financial Synergies
Connecticut
$537K -$31.8K -297 -5%
GAA
2164
Global Assets Advisory
Florida
$536K +$538K +5,028 New
SDAM
2165
Shulman DeMeo Asset Management
New York
$534K -$34.1K -319 -5%
PL
2166
Plancorp LLC
Missouri
$534K +$29.6K +277 +5%
CRWM
2167
Castle Rock Wealth Management
California
$533K +$1.18K +11 +0.2%
AWA
2168
Acorn Wealth Advisors
Michigan
$533K +$2.25K +21 +0.4%
AIM
2169
Athena Investment Management
California
$533K +$21.9K +205 +4%
FCMT
2170
Founders Capital Management (Texas)
Texas
$531K -$150K -1,405 -20%
HCM
2171
HM Capital Management
Missouri
$531K +$26.8K +250 +5%
CWG
2172
Cornerstone Wealth Group
North Carolina
$531K +$53.2K +497 +10%
LDFR
2173
Lehman & Derafelo Financial Resources
Pennsylvania
$530K -$149K -1,390 -20%
LCM
2174
LCM Capital Management
Illinois
$529K -$2.25K -21 -0.4%
ACM
2175
Argent Capital Management
Missouri
$527K -$17.1K -160 -3%
85 86
87
88 89