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Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2401
Keudell/Morrison Wealth Management
Oregon
$711K -$96.1K -521 -12%
ACA
2402
Affinity Capital Advisors
California
$711K +$9.4K +51 +1%
TFM
2403
TFC Financial Management
Massachusetts
$711K +$33.2K +180 +5%
WMA
2404
Wealth Management Associates
New Jersey
$711K +$15.3K +83 +2%
FNC
2405
First National Corp
Massachusetts
$709K -$31.7K -172 -4%
LFA
2406
Legacy Financial Advisors
Kentucky
$709K +$78.4K +425 +12%
PHAM
2407
Palisades Hudson Asset Management
Florida
$708K -$106K -577 -13%
WCM
2408
WealthBridge Capital Management
Ohio
$708K -$12.4K -67 -2%
AF
2409
Affiance Financial
Minnesota
$708K +$20.8K +113 +3%
VAM
2410
Verity Asset Management
North Carolina
$708K +$28.8K +156 +4%
TAIM
2411
Te Ahumairangi Investment Management
New Zealand
$707K -$369K -2,000 -34%
PGA
2412
Portland Global Advisors
Maine
$707K +$163K +885 +30%
TF
2413
Tompkins Financial
New York
$705K -$39.8K -216 -5%
AAM
2414
Aureus Asset Management
Massachusetts
$704K -$596K -3,232 -46%
PO
2415
Private Ocean
California
$704K -$247K -1,338 -26%
RMC
2416
Regis Management Company
California
$704K – – –
CC
2417
Callan Capital
California
$703K +$56.2K +305 +9%
SIG
2418
Sargent Investment Group
Maryland
$701K -$53.1K -288 -7%
PIM
2419
Profit Investment Management
Maryland
$701K +$406K +2,203 +138%
WA
2420
Winfield Associates
Ohio
$700K +$5.53K +30 +0.8%
WAAG
2421
Wealth Alliance Advisory Group
Kansas
$700K +$184K +999 +36%
RWM
2422
RBA Wealth Management
California
$698K -$33.4K -181 -5%
TI
2423
tru Independence
Oregon
$698K -$21.6K -117 -3%
MF
2424
Manchester Financial
California
$697K +$22.3K +121 +3%
HAC
2425
Harbor Advisory Corp
New Hampshire
$697K +$468K +2,539 +205%
95 96
97
98 99