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Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
2401
LeJeune Puetz Investment Counsel
Michigan
$650K – – –
CA
2402
CGN Advisors
Kansas
$650K +$515K +3,588 New
MWM
2403
Merriman Wealth Management
Washington
$649K +$75.9K +529 +17%
MIG
2404
McGuire Investment Group
Rhode Island
$648K – – –
RP
2405
Riverbridge Partners
Minnesota
$645K -$9.76K -68 -2%
NEWAS
2406
N.E.W. Advisory Services
Wisconsin
$643K +$2.58K +18 +0.5%
WIM
2407
Westside Investment Management
California
$641K -$10.6K -74 -0.4%
AFAS
2408
Acorn Financial Advisory Services
Virginia
$641K -$79.4K -553 -14%
IEFM
2409
IQ EQ Fund Management
Ireland
$641K +$27.3K +190 +6%
COCM
2410
Charter Oak Capital Management
New Hampshire
$641K +$508K +3,539 New
WAOTB
2411
Wealth Advisors of Tampa Bay
Florida
$640K – – –
GWM
2412
Greenhouse Wealth Management
Connecticut
$639K +$506K +3,528 New
NERM
2413
New England Research & Management
Illinois
$638K -$398K -2,775 -44%
HCA
2414
Hyperion Capital Advisors
New York
$637K -$100K -700 -17%
CC
2415
Callan Capital
California
$635K – – –
TWM
2416
Tradition Wealth Management
Minnesota
$634K +$503K +3,501 New
FPGK
2417
Financial Partners Group (Kansas)
Kansas
$632K -$110K -767 -17%
BOM
2418
Bank of Marin
California
$631K +$9.19K +64 +2%
ARG
2419
Advisory Resource Group
Oklahoma
$631K +$11.6K +81 +2%
CA
2420
Crumly & Associates
Illinois
$630K -$102K -712 -16%
SFI
2421
SPC Financial Inc
Maryland
$627K – – –
CAM
2422
Cozad Asset Management
Illinois
$626K -$168K -1,170 -25%
CB
2423
CNB Bank
Pennsylvania
$623K -$1K -7 -0.2%
BCM
2424
Brookmont Capital Management
Texas
$621K -$25.1K -175 -5%
HWA
2425
HHM Wealth Advisors
Tennessee
$621K +$69K +481 +16%
95 96
97
98 99