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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
1226
Hefty Wealth Partners
Indiana
$157K – – –
TF
1227
Tompkins Financial
New York
$154K – – –
ARMT
1228
Amica Retiree Medical Trust
Rhode Island
$153K – – –
BCP
1229
Blackhawk Capital Partners
Wisconsin
$151K +$138K +605 New
CFG
1230
CKW Financial Group
Hawaii
$150K – – –
HCM
1231
Highlander Capital Management
New Jersey
$150K – – –
PK
1232
Pflug Koory
Nebraska
$149K -$4.57K -20 -3%
MOS
1233
MGO One Seven
Ohio
$148K +$136K +594 New
PWPS
1234
Pinnacle Wealth Planning Services
Ohio
$144K +$131K +575 New
KPCM
1235
Kings Point Capital Management
New York
$142K – – –
SQA
1236
Simon Quick Advisors
New Jersey
$139K -$17.4K -76 -13%
AF
1237
Advisornet Financial
Minnesota
$138K +$127K +554 New
TSW
1238
Thompson Siegel & Walmsley
Virginia
$137K +$45.7K +200 +57%
GRP
1239
Global Retirement Partners
California
$137K +$47.1K +206 +60%
SLF
1240
Sun Life Financial
Ontario, Canada
$136K -$291K -1,271 -70%
VCM
1241
Versant Capital Management
Arizona
$133K +$18.3K +80 +18%
RFS
1242
Rockefeller Financial Services
New York
$128K -$194K -850 -62%
IUHSA
1243
Itau Unibanco Holding S.A.
Brazil
$128K -$93.5K -409 -44%
KF
1244
Krilogy Financial
Missouri
$128K +$229 +1 +0.2%
AI
1245
ArchPoint Investors
Florida
$125K – – –
C
1246
Cerebellum
California
$125K +$115K +502 New
MWM
1247
Mascoma Wealth Management
New Hampshire
$116K – – –
SIC
1248
Salem Investment Counselors
North Carolina
$108K – – –
CHC
1249
City Holding Co
West Virginia
$105K – – –
RFM
1250
Royal Fund Management
Florida
$103K +$3.43K +15 +4%
48 49
50
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