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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
651
Crumly & Associates
Illinois
$361K +$7.75K +133 +2%
IA
652
Insight Advisors
Pennsylvania
$359K +$88.2K +1,515 +32%
CI
653
Conning Inc
Connecticut
$358K +$29.5K +507 +9%
BPM
654
Bowling Portfolio Management
Ohio
$348K -$7.46K -128 -2%
PWM
655
PRW Wealth Management
Massachusetts
$348K -$4.08K -70 -1%
FFM
656
Forum Financial Management
Illinois
$343K +$163K +2,799 +87%
ABLA
657
Alan B. Lancz & Associates
Ohio
$342K – – –
IA
658
IFG Advisory
Georgia
$341K -$8.15K -140 -2%
MA
659
MUFG Americas
New York
$341K – – –
PSUF
660
People's United Financial
Connecticut
$337K -$228K -3,917 -40%
ONB
661
Old National Bancorp
Indiana
$333K -$9.03K -155 -3%
IAN
662
Integrated Advisors Network
Texas
$332K -$434K -7,456 -56%
WOC
663
West Oak Capital
California
$332K -$13.1K -225 -4%
NHC
664
Nicholas Hoffman & Company
Georgia
$331K +$3.73K +64 +1%
PMG
665
ProVise Management Group
Florida
$330K +$61.9K +1,062 +23%
CA
666
Clearstead Advisors
Ohio
$329K +$757 +13 +0.2%
PSP
667
Principal Street Partners
Tennessee
$327K +$333K +5,710 New
LIM
668
Leavell Investment Management
Alabama
$326K – – –
S
669
Schroders
United Kingdom
$324K +$329K +5,653 New
AWM
670
Apollon Wealth Management
South Carolina
$323K +$146K +2,508 +80%
TWP
671
Tempus Wealth Planning
California
$318K -$53.2K -914 -14%
CA
672
Continuum Advisory
Idaho
$317K +$356K +6,106 New
LS
673
Livforsakringsbolaget Skandia
Sweden
$316K -$6.86M -117,800 -96%
FBB
674
Fulton Breakefield Broenniman
Maryland
$316K – – –
RCAG
675
Rehmann Capital Advisory Group
Michigan
$315K +$45K +772 +16%
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