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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1301
World Investment Advisors
California
$218K +$218K +3,388 New
BFC
1302
Bedel Financial Consulting
Indiana
$217K -$2.7K -42 -1%
SFG
1303
Sovereign Financial Group
Connecticut
$216K -$93.9K -1,460 -30%
DS
1304
DRW Securities
Illinois
$216K +$216K +3,363 New
DPI
1305
Diversified Portfolios Inc
Michigan
$215K +$450 +7 +0.2%
BFG
1306
Barber Financial Group
Kansas
$215K +$10.9K +170 +5%
MCM
1307
Maple Capital Management
Vermont
$215K +$186K +2,897 +647%
CCM
1308
Coldstream Capital Management
Washington
$215K +$2.98M +46,420 +513%
ZCM
1309
Ziegler Capital Management
Illinois
$214K -$14.7K -229 -6%
CCG
1310
Cypress Capital Group
Florida
$214K -$4.57K -71 -2%
RCA
1311
Resonant Capital Advisors
Wisconsin
$214K +$215K +3,340 New
BWM
1312
BerganKDV Wealth Management
Minnesota
$213K -$282K -4,379 -57%
PIA
1313
Perennial Investment Advisors
California
$213K -$129 -2 -0.1%
TCM
1314
Tradewinds Capital Management
Washington
$213K +$1.8K +28 +0.9%
WA
1315
Wealth Architects
California
$212K -$33.9K -528 -14%
KMWM
1316
Keudell/Morrison Wealth Management
Oregon
$212K +$26.4K +411 +14%
BDWM
1317
Brewin Dolphin Wealth Management
Ireland
$212K -$5.27K -82 -2%
RIA
1318
Realta Investment Advisors
Delaware
$211K -$3.79K -59 -2%
EBA
1319
Eagle Bay Advisors
New York
$211K +$7.84K +122 +4%
ARG
1320
Advisory Resource Group
Oklahoma
$210K -$9.19K -143 -4%
HFM
1321
Hartford Financial Management
Connecticut
$210K -$257 -4 -0.1%
TF
1322
Trek Financial
Arizona
$210K -$257 -4 -0.1%
AWS
1323
AJ Wealth Strategies
New York
$210K – – –
GWA
1324
GGM Wealth Advisors
Maryland
$210K +$4.44K +69 +2%
CCM
1325
Carlson Capital Management
Minnesota
$210K +$5.01K +78 +2%
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