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Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1101
Duncker Streett & Co
Missouri
$17K -$18.5K -1,500 -52%
HFP
1102
Holistic Financial Partners
Indiana
$17K +$16.4K +1,336 New
BAM
1103
Barrett Asset Management
New York
$16K +$15.4K +1,250 New
MCA
1104
Mercer Capital Advisers
New Jersey
$15K – – –
HR
1105
Howe & Rusling
New York
$15K +$5.78K +469 +64%
CA
1106
Centerpoint Advisors
Massachusetts
$14K +$14K +1,139 New
BDWM
1107
Brewin Dolphin Wealth Management
Ireland
$13.1K +$12.9K +1,048 New
HCM
1108
Horrell Capital Management
Arkansas
$13K – – –
FPFS
1109
First Personal Financial Services
North Carolina
$13K +$1.34K +109 +12%
SP
1110
SWS Partners
Ohio
$13K +$12.5K +1,012 New
PA
1111
Perennial Advisors
New York
$13K +$12.6K +1,025 New
II
1112
Inspire Investing
Idaho
$13K +$13K +1,056 New
APSP
1113
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K -$12.3K -1,000 -50%
CIM
1114
Contravisory Investment Management
Massachusetts
$12K -$3.69K -300 -23%
WAM
1115
Watermark Asset Management
California
$12K – – –
WC
1116
Whitnell & Co
Illinois
$12K – – –
CMO
1117
Covenant Multifamily Offices
Texas
$12K +$12.3K +1,000 New
CT
1118
CPF Texas
Texas
$12K +$12.3K +1,000 New
FRA
1119
Front Row Advisors
California
$12K +$12.3K +1,000 New
MPPLM
1120
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$12K +$12.3K +1,000 New
FWC
1121
First Washington Corp
Washington
$11K – – –
SIM
1122
Sonora Investment Management
Arizona
$10.9K +$6.22K +505 +136%
RBC
1123
Roble Belko & Company
Pennsylvania
$10K +$99 +8 +1%
SWP
1124
Strategic Wealth Partners
Ohio
$10K +$9.85K +800 New
PK
1125
Pflug Koory
Nebraska
$9K – – –
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