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DOCU

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DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
701
ClariVest Asset Management
California
$1K – – –
GCS
702
Gordian Capital (Singapore)
Singapore
$1K – – –
BAM
703
Byrne Asset Management
New Jersey
$1K +$1.13K +19 New
ZB
704
Zions Bancorporation
Utah
$991 -$596 -10 -37%
CBT
705
Central Bank & Trust
Kentucky
$990 +$1.01K +17 New
JWM
706
Janiczek Wealth Management
Colorado
$981 +$1.07K +18 New
OLVIG
707
Oliver Lagore Vanvalin Investment Group
Michigan
$875 – – –
KHC
708
Koesten Hirschmann & Crabtree
Kansas
$875 +$895 +15 New
NSG
709
Nalls Sherbakoff Group
Tennessee
$679 +$716 +12 New
PAI
710
Pittenger & Anderson Inc
Nebraska
$642 – – –
FWM
711
Focused Wealth Management
New York
$583 – – –
MLA
712
MB, Levis & Associates
Pennsylvania
$583 – – –
JWA
713
JFS Wealth Advisors
Pennsylvania
$583 +$119 +2 +25%
2L
714
25 LLC
Missouri
$493 +$596 +10 New
KFI
715
Key Financial Inc
Pennsylvania
$408 – – –
PO
716
Private Ocean
California
$408 +$418 +7 New
SIC
717
SJS Investment Consulting
Ohio
$351 – – –
TF
718
TimeScale Financial
Massachusetts
$292 – – –
SC
719
Schubert & Co
Texas
$292 +$60 +1 +25%
HS
720
Horan Securities
United States
$250 +$60 +1 +33%
AWM
721
AllSquare Wealth Management
New York
$233 – – –
DI
722
Disciplined Investments
Oklahoma
$175 – – –
MFT
723
Moisand Fitzgerald Tamayo
Florida
$175 +$179 +3 New
EWM
724
Evermay Wealth Management
Virginia
$59 -$29.8K -500 -100%
ACH
725
ArrowMark Colorado Holdings
Colorado
– -$54.7M -987,525 Closed
27 28
29
30 31