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Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
1451
Shayne & Jacobs LLC
Tennessee
$485K +$468K +3,300 New
CCA
1452
Cobblestone Capital Advisors
New York
$484K -$107K -751 -19%
BB
1453
Bell Bank
North Dakota
$484K -$5.96K -42 -1%
PHS
1454
Pekin Hardy Strauss
Illinois
$480K – – –
JWM
1455
Jacobus Wealth Management
Wisconsin
$477K – – –
FMTCOCP
1456
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$476K -$5.67K -40 -1%
KLI
1457
Kelman-Lazarov Inc
Tennessee
$472K – – –
HWM
1458
Holloway Wealth Management
Florida
$471K – – –
PCM
1459
Palisade Capital Management
New Jersey
$471K +$70.9K +500 +18%
SWM
1460
SVA Wealth Management
Wisconsin
$469K -$26.1K -184 -5%
FPCP
1461
Fort Point Capital Partners
California
$467K +$451K +3,181 New
CHAM
1462
Clear Harbor Asset Management
Connecticut
$463K +$14K +99 +3%
AA
1463
Apriem Advisors
California
$462K +$7.38K +52 +2%
AZA
1464
Arthur Zaske & Associates
Michigan
$454K -$214K -1,512 -33%
MAS
1465
Managed Account Services
Florida
$453K +$11.8K +83 +3%
B
1466
Bridgeworth
Alabama
$447K -$8.65K -61 -2%
BWM
1467
BerganKDV Wealth Management
Minnesota
$444K -$3.83K -27 -0.9%
MWM
1468
Modera Wealth Management
New Jersey
$442K +$427K +3,011 New
FPFS
1469
First Personal Financial Services
North Carolina
$441K -$419K -2,956 -50%
BWM
1470
Baystate Wealth Management
Massachusetts
$441K +$260K +1,831 +156%
SS
1471
Sunbelt Securities
Texas
$440K +$2.55K +18 +0.6%
CAMG
1472
CWA Asset Management Group
Florida
$438K +$124K +874 +41%
SWA
1473
SFMG Wealth Advisors
Texas
$437K -$18.2K -128 -4%
KM
1474
Kalos Management
Georgia
$436K +$159K +1,121 +61%
PG
1475
Patten Group
Tennessee
$435K +$142 +1 +0%
57 58
59
60 61