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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1001
Rowlandmiller & Partners
Georgia
$515K -$6.56K -73 -1%
BBA
1002
BLB&B Advisors
Pennsylvania
$514K +$12.7K +141 +2%
AR
1003
Advisory Research
Illinois
$513K +$87.8K +977 +20%
AWM
1004
Axxcess Wealth Management
California
$512K +$28K +312 +6%
CFP
1005
Catalyst Financial Partners
Massachusetts
$511K +$26.3K +293 +5%
CS
1006
Cannell & Spears
New York
$509K – – –
HTC
1007
Haverford Trust Company
Pennsylvania
$509K +$29.7K +331 +6%
MIA
1008
MMBG Investment Advisors
Florida
$509K – – –
CCWM
1009
Cassaday & Co Wealth Management
Virginia
$508K +$76.6K +852 +17%
OBWG
1010
Onyx Bridge Wealth Group
New York
$507K +$80.9K +900 +19%
CT
1011
Caldwell Trust
Florida
$502K -$6.74K -75 -1%
TWA
1012
TCI Wealth Advisors
Arizona
$501K -$1.98K -22 -0.4%
AFG
1013
Allegheny Financial Group
Pennsylvania
$500K -$5.3K -59 -1%
NCM
1014
Northside Capital Management
Oregon
$500K – – –
BOCM
1015
Bontempo Ohly Capital Management
Maryland
$497K -$328K -3,653 -39%
CAM
1016
Carret Asset Management
New York
$497K +$90 +1 +0%
AFA
1017
American Financial Advisors
Georgia
$495K -$1.17K -13 -0.2%
HVIA
1018
Hudson Valley Investment Advisors
New York
$495K -$12K -134 -2%
FA
1019
Fagan Associates
New York
$494K -$629 -7 -0.1%
FAM
1020
Frontier Asset Management
Wyoming
$494K +$503K +5,602 New
OCBCO
1021
Oversea-Chinese Banking Corp (OCBC)
Singapore
$492K +$502K +5,581 New
WF
1022
WoodTrust Financial
Wisconsin
$491K +$113K +1,254 +29%
MA
1023
Montag & Associates
Georgia
$490K – – –
QPBE
1024
Quintet Private Bank (Europe)
Luxembourg
$489K -$228K -2,540 -31%
HA
1025
HFG Advisors
Ohio
$489K -$209K -2,324 -30%
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