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Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1026
Buckingham Strategic Wealth
Missouri
$2.92M -$536K -3,913 -15%
BJL
1027
Brighton Jones LLC
Washington
$2.92M +$241K +1,757 +8%
NERM
1028
New England Research & Management
Illinois
$2.91M -$37.8K -276 -1%
RIM
1029
Regent Investment Management
Kentucky
$2.9M -$59.9K -437 -2%
RA
1030
Rational Advisors
New York
$2.9M +$1.45M +10,552 +89%
AMM
1031
American Money Management
California
$2.88M -$109K -794 -3%
CPA
1032
Capital Planning Advisors
California
$2.88M -$1.25M -9,090 -29%
FAT
1033
First American Trust
California
$2.88M -$2.57M -18,764 -46%
BPM
1034
Bowling Portfolio Management
Ohio
$2.88M -$483K -3,526 -14%
RC
1035
Roundview Capital
New Jersey
$2.87M +$977K +7,128 +47%
JFGIW
1036
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.87M -$2.9M -21,173 -49%
RWA
1037
River Wealth Advisors
Pennsylvania
$2.87M -$64.7K -472 -2%
IH
1038
IFC Holdings
Florida
$2.85M -$279K -2,032 -8%
TWM
1039
Torch Wealth Management
Ohio
$2.85M -$130K -951 -4%
SIAP
1040
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.84M +$21K +153 +0.7%
AWM
1041
AE Wealth Management
Kansas
$2.84M +$520K +3,797 +21%
AIMCA
1042
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.84M +$1.14M +8,347 +62%
FHA
1043
Flagship Harbor Advisors
Massachusetts
$2.83M +$50.3K +367 +2%
WPC
1044
White Pine Capital
Minnesota
$2.83M -$111K -812 -4%
CAMG
1045
CWA Asset Management Group
Florida
$2.81M -$882K -6,434 -23%
P
1046
Pitcairn
Pennsylvania
$2.81M -$96.6K -705 -3%
WA
1047
Waverly Advisors
Alabama
$2.81M +$194K +1,418 +7%
GCP
1048
GSA Capital Partners
United Kingdom
$2.8M +$2.58M +18,838 +673%
CCA
1049
Checchi Capital Advisers
California
$2.79M -$181K -1,317 -6%
PFS
1050
Prospera Financial Services
Texas
$2.79M -$309K -2,253 -9%
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