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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
701
Perigon Wealth Management
California
$537K -$755 -61 -0.1%
SAG
702
SageView Advisory Group
California
$534K +$526K +42,547 New
LFA
703
Legacy Financial Advisors
Kentucky
$533K -$16.7K -1,352 -3%
OIM
704
Oder Investment Management
California
$532K – – –
PA
705
Planning Alternatives
Michigan
$531K +$22.8K +1,846 +5%
AFGAS
706
Allegiance Financial Group Advisory Services
Virginia
$530K +$1.15K +93 +0.2%
CCA
707
Childress Capital Advisors
Texas
$529K +$522K +42,207 New
QPWM
708
Quadrant Private Wealth Management
Pennsylvania
$529K -$74.2K -5,995 -12%
FFA
709
Farther Finance Advisors
California
$525K +$3.8K +307 +0.8%
DWT
710
Dorsey & Whitney Trust
South Dakota
$524K -$10.3K -832 -2%
CA
711
Calton & Associates
Florida
$524K +$20K +1,615 +4%
CD
712
Chapin Davis
Maryland
$523K +$32.9K +2,660 +7%
LIM
713
Longfellow Investment Management
Massachusetts
$520K +$3.51K +284 +0.7%
AA
714
Advisory Alpha
Michigan
$518K -$71.9K -5,810 -12%
TNBTD
715
Trustmark National Bank Trust Department
Mississippi
$517K -$168K -13,605 -25%
CI
716
Cigna Investments
Connecticut
$516K -$4.79K -387 -0.9%
CAM
717
Carret Asset Management
New York
$515K -$10.5K -846 -2%
ACA
718
Aptus Capital Advisors
Alabama
$515K +$54.2K +4,384 +12%
FRA
719
Frank Rimerman Advisors
California
$514K +$360K +29,121 +246%
FWP
720
FAS Wealth Partners
Kansas
$513K -$6.33K -512 -1%
GIA
721
Gladstone Institutional Advisory
Florida
$512K +$32.8K +2,651 +7%
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$512K +$13K +1,054 +3%
NAS
723
NWF Advisory Services
California
$511K -$115K -9,287 -19%
PCG
724
Prosperity Consulting Group
Maryland
$507K -$334K -27,037 -40%
JAFL
725
Jay A. Fishman Ltd
Michigan
$506K +$239K +19,335 +92%
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