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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1001
NorthRock Partners
Minnesota
$617K -$42.4K -152 -7%
WMG
1002
WESCAP Management Group
California
$617K +$140K +500 +30%
WA
1003
WP Advisors
California
$616K +$3.07K +11 +0.5%
AWM
1004
AE Wealth Management
Kansas
$611K +$4.47K +16 +0.7%
IAS
1005
Insigneo Advisory Services
Florida
$610K +$6.7K +24 +1%
HBT
1006
Hills Bank & Trust
Iowa
$608K +$213K +763 +55%
SWP
1007
Sagespring Wealth Partners
Tennessee
$606K +$602K +2,156 New
WJWM
1008
Williams Jones Wealth Management
New York
$605K -$33.5K -120 -5%
NRS
1009
Neville Rodie & Shaw
New York
$603K – – –
SI
1010
Severin Investments
Missouri
$600K +$596K +2,134 New
FCA
1011
FLC Capital Advisors
California
$597K – – –
TIM
1012
Tevis Investment Management
Texas
$597K +$92.1K +330 +19%
WAP
1013
Wealthcare Advisory Partners
Pennsylvania
$596K -$130K -465 -18%
DIM
1014
Delta Investment Management
California
$593K +$1.4K +5 +0.2%
WHCI
1015
W.H. Cornerstone Investments
Massachusetts
$592K -$340K -1,218 -37%
PWM
1016
Partnership Wealth Management
Maryland
$591K – – –
TWA
1017
TCI Wealth Advisors
Arizona
$589K +$6.14K +22 +1%
FLI
1018
Family Legacy Inc
South Carolina
$588K +$89.6K +321 +18%
VCP
1019
Verus Capital Partners
Arizona
$586K +$22.6K +81 +4%
CTA
1020
Chesley Taft & Associates
Illinois
$580K – – –
LFA
1021
Laraway Financial Advisors
Minnesota
$580K -$4.19K -15 -0.7%
LSA
1022
Lion Street Advisors
Texas
$579K +$39.6K +142 +7%
JWA
1023
JFS Wealth Advisors
Pennsylvania
$579K +$3.07K +11 +0.5%
MA
1024
MKT Advisors
California
$579K – – –
ABLA
1025
Alan B. Lancz & Associates
Ohio
$577K -$41.9K -150 -7%
39 40
41
42 43