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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1501
Boston Family Office
Massachusetts
$200K +$204K +2,270 New
VSQM
1502
V-Square Quantitative Management
Illinois
$197K +$201K +2,238 New
AAG
1503
Armstrong Advisory Group
Massachusetts
$197K -$27K -300 -12%
AA
1504
Addison Advisors
Vermont
$196K +$18.9K +210 +10%
AA
1505
Ancora Advisors
Ohio
$196K +$10.3K +115 +5%
DMBA
1506
Deseret Mutual Benefit Administrators
Utah
$196K -$122K -1,352 -38%
PCFFS
1507
Pacific Center for Financial Services
California
$196K +$90 +1 +0%
PVH
1508
Psagot Value Holdings
Israel
$195K -$6.47K -72 -3%
CHA
1509
Carmichael Hill & Associates
Maryland
$194K -$2.07K -23 -1%
RIA
1510
Realta Investment Advisors
Delaware
$194K – – –
PH
1511
Pinnacle Holdings
Oklahoma
$194K +$198K +2,198 New
DSC
1512
Duncker Streett & Co
Missouri
$193K – – –
AAM
1513
Advisors Asset Management
Colorado
$192K +$195K +2,174 New
LFA
1514
Level Financial Advisors
New York
$192K -$20K -223 -9%
EIP
1515
Easterly Investment Partners
Massachusetts
$181K – – –
AGWCA
1516
Annis Gardner Whiting Capital Advisors
Florida
$181K +$184K +2,047 New
GI
1517
Gradient Investments
Minnesota
$176K +$22.5K +250 +14%
BWP
1518
Baldwin Wealth Partners
Massachusetts
$173K -$10.8K -120 -6%
WA
1519
Wambolt & Associates
Colorado
$172K +$35.1K +391 +0.4%
EWM
1520
Evermay Wealth Management
Virginia
$169K – – –
GFPC
1521
Global Financial Private Client
Florida
$166K +$28.4K +316 +20%
AWM
1522
Avondale Wealth Management
Texas
$166K – – –
KLWA
1523
Kelly Lawrence W & Associates
California
$165K – – –
CIA
1524
Cape Investment Advisory
Georgia
$162K -$22.4K -249 -12%
PMFA
1525
Plante Moran Financial Advisors
Michigan
$162K +$17.5K +195 +12%
59 60
61
62 63