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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
401
Independent Solutions Wealth Management
New York
$428K +$110K +19,782 +39%
LDFR
402
Lehman & Derafelo Financial Resources
Pennsylvania
$424K – – –
AP
403
Advisor Partners
California
$421K +$56.8K +10,261 +17%
MFG
404
MidWestOne Financial Group
Iowa
$420K +$382K +69,022 New
WPIC
405
White Pine Investment Company
Michigan
$414K -$19.3K -3,478 -5%
FMWA
406
Forvis Mazars Wealth Advisors
Missouri
$412K +$27.7K +4,993 +8%
ASN
407
Advisory Services Network
Georgia
$409K -$105K -18,872 -22%
ALAM
408
Asahi Life Asset Management
Japan
$408K +$372K +67,150 New
TF
409
TIAA FSB
Florida
$405K +$115K +20,853 +46%
IAIM
410
International Assets Investment Management
Florida
$400K -$73.7K -13,301 -13%
BAS
411
Brown Advisory Securities
Maryland
$400K -$12.7K -2,300 -4%
BBA
412
BLB&B Advisors
Pennsylvania
$398K -$224K -40,386 -38%
GWS
413
Glassman Wealth Services
Virginia
$397K +$3.22K +581 +0.9%
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$397K +$17.8K +3,215 +5%
VFA
415
Valeo Financial Advisors
Indiana
$395K -$110K -19,903 -23%
NFG
416
Nations Financial Group
Iowa
$392K -$4.71K -850 -1%
TCM
417
Twin Capital Management
Pennsylvania
$383K +$349K +62,950 New
CWS
418
Cypress Wealth Services
California
$382K -$17.3K -3,121 -5%
BCM
419
Brookstone Capital Management
Illinois
$382K -$15K -2,705 -4%
GF
420
Gabelli Funds
New York
$377K – – –
KA
421
Kovack Advisors
Florida
$376K -$4.93K -890 -1%
EDRIA
422
Edmonds Duncan Registered Investment Advisors
Kansas
$376K – – –
JWCA
423
J.W. Cole Advisors
Florida
$375K +$341K +61,626 New
CAM
424
Columbia Asset Management
Michigan
$372K +$59.7K +10,780 +21%
BPA
425
Beacon Pointe Advisors
California
$367K +$199K +35,949 +149%
15 16
17
18 19