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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
851
Continuum Advisory
Idaho
$148K -$10K -900 -6%
DT
852
Diversified Trust
Tennessee
$147K -$2.99K -268 -2%
CPA
853
Capital Planning Advisors
California
$146K – – –
VIA
854
Vident Investment Advisory
Georgia
$145K +$8.73K +782 +6%
FHA
855
First Horizon Advisors
Tennessee
$143K -$170K -15,200 -54%
BFM
856
Boothbay Fund Management
New York
$141K -$58.6K -5,246 -29%
SIM
857
SSI Investment Management
California
$140K -$1.86K -167 -1%
FWM
858
FFT Wealth Management
Pennsylvania
$140K – – –
EHWM
859
Eads & Heald Wealth Management
Georgia
$140K +$25.3K +2,270 +22%
FANJ
860
Financial Architects (New Jersey)
New Jersey
$140K +$53.8K +4,815 +63%
LIA
861
LBMC Investment Advisors
Tennessee
$137K -$133K -11,881 -49%
AW
862
Alpha Windward
Massachusetts
$137K -$20.2K -1,811 -13%
GW
863
GW & Wade
Massachusetts
$137K -$849 -76 -0.6%
MFBTD
864
MB Financial Bank - Trust Department
Illinois
$137K – – –
TAM
865
Trust Asset Management
Texas
$137K – – –
CCM
866
Coldstream Capital Management
Washington
$137K +$994 +89 +0.7%
CCC
867
Chelsea Counsel Company
California
$137K +$16.7K +1,500 +14%
NFP
868
Narus Financial Partners
Utah
$135K -$3.88K -347 -3%
RIM
869
Regent Investment Management
Kentucky
$135K – – –
RCM
870
RB Capital Management
Nevada
$135K +$135K +12,104 New
ANBT
871
American National Bank & Trust
Texas
$134K – – –
PI
872
Pettee Investors
Connecticut
$133K – – –
KWMG
873
King Wealth Management Group
Florida
$132K -$7.2K -645 -5%
TPW
874
Tiller Private Wealth
Pennsylvania
$132K +$290 +26 +0.2%
PHAM
875
Palisades Hudson Asset Management
Florida
$131K -$43.6K -3,906 -25%
33 34
35
36 37