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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1026
Foster & Motley
Ohio
$452K -$25.7K -99 -5%
PI
1027
Pettee Investors
Connecticut
$452K -$25.9K -100 -5%
TC
1028
Truvestments Capital
Florida
$452K -$36.6K -141 -7%
RCG
1029
Regatta Capital Group
California
$449K – – –
IIC
1030
Integrated Investment Consultants
Michigan
$449K -$4.15K -16 -0.9%
FCAS
1031
First Command Advisory Services
Texas
$448K +$39.1K +151 +9%
CCA
1032
Checchi Capital Advisers
California
$447K -$17.9K -69 -4%
JWM
1033
JGP Wealth Management
Oregon
$447K +$4.67K +18 +1%
PPW
1034
Pasadena Private Wealth
California
$446K – – –
1SB
1035
1ST Source Bank
Indiana
$443K -$7.26K -28 -2%
IFG
1036
Independent Financial Group
California
$442K +$33.7K +130 +8%
AWA
1037
Arete Wealth Advisors
Illinois
$441K -$39.9K -154 -8%
PTC
1038
Private Trust Company
Ohio
$441K -$189K -729 -29%
GI
1039
Gradient Investments
Minnesota
$440K -$16.3K -63 -3%
UPS
1040
UHLMANN PRICE SECURITIES
Illinois
$439K -$259 -1 -0.1%
NC
1041
Napatree Capital
Rhode Island
$439K -$43K -166 -8%
SOAMC
1042
Spirit of America Management Corp
New York
$439K – – –
CFM
1043
Catalyst Funds Management
Australia
$439K +$467K +1,800 New
WI
1044
Westbourne Investments
Virginia
$439K +$467K +1,800 New
NHT
1045
New Hampshire Trust
New Hampshire
$437K -$104K -400 -18%
WWM
1046
Western Wealth Management
Colorado
$433K -$473K -1,825 -51%
MA
1047
MKT Advisors
California
$432K – – –
GC
1048
Garde Capital
Washington
$431K +$6.48K +25 +1%
MAWA
1049
Moss Adams Wealth Advisors
Washington
$430K +$48.5K +187 +12%
PMWMG
1050
Parr McKnight Wealth Management Group
Minnesota
$430K – – –
40 41
42
43 44