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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1601
Peak Financial Management
Massachusetts
$390K +$169 +1 +0%
HBW
1602
Hazlett, Burt & Watson
West Virginia
$390K +$42.2K +249 +14%
CWP
1603
Core Wealth Partners
California
$390K +$4.24K +25 +1%
HAS
1604
HBW Advisory Services
California
$389K -$16.9K -100 -5%
CPA
1605
Capital Performance Advisors
California
$389K +$349K +2,061 New
IWP
1606
Invenio Wealth Partners
Florida
$387K +$8.81K +52 +3%
PCP
1607
Proficio Capital Partners
Massachusetts
$387K -$178K -1,048 -34%
WB
1608
Webster Bank
Connecticut
$386K -$122K -722 -26%
HJGA
1609
Hardman Johnston Global Advisors
Connecticut
$386K – – –
WW
1610
Waterfront Wealth
Kansas
$386K +$61.7K +364 +20%
BC
1611
Barrett & Company
Rhode Island
$385K -$5.08K -30 -1%
BA
1612
Ballast Advisors
Minnesota
$385K -$7.12K -42 -2%
KFG
1613
Kingdom Financial Group
Arizona
$384K +$508 +3 +0.1%
SWA
1614
SFMG Wealth Advisors
Texas
$384K +$508 +3 +0.1%
WCWM
1615
Willow Creek Wealth Management
California
$384K +$5.93K +35 +2%
RFM
1616
Royal Fund Management
Florida
$384K +$345K +2,036 New
CAM
1617
Cidel Asset Management
Ontario, Canada
$384K -$58.8K -347 -15%
FNT
1618
First Nebraska Trust
Nebraska
$382K – – –
AWAG
1619
ARS Wealth Advisors Group
Florida
$381K -$3.73K -22 -1%
CAAS
1620
Capital Asset Advisory Services
Michigan
$381K +$4.24K +25 +1%
SFG
1621
SNS Financial Group
Minnesota
$380K +$1.35K +8 +0.4%
ACI
1622
Alpha Cubed Investments
California
$380K +$54.9K +324 +19%
MCM
1623
Maple Capital Management
Vermont
$379K -$30.8K -182 -8%
PFSC
1624
Peoples Financial Services Corp
Pennsylvania
$378K -$136K -800 -29%
GSB
1625
Greenfield Savings Bank
Massachusetts
$377K – – –
63 64
65
66 67