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Name Holding Trade Value Shares
Change 		Change in
Stake
FIG
1451
FundX Investment Group
California
$489K – – –
GEM
1452
Global Endowment Management
North Carolina
$489K – – –
ECAM
1453
East Coast Asset Management
Massachusetts
$488K – – –
AIP
1454
ARS Investment Partners
New York
$487K +$42.8K +302 +10%
MIM
1455
Miller Investment Management
Pennsylvania
$486K – – –
ACM
1456
Argent Capital Management
Missouri
$485K – – –
SJL
1457
Shayne & Jacobs LLC
Tennessee
$485K +$468K +3,300 New
CCA
1458
Cobblestone Capital Advisors
New York
$484K -$107K -751 -19%
BB
1459
Bell Bank
North Dakota
$484K -$5.96K -42 -1%
PHS
1460
Pekin Hardy Strauss
Illinois
$480K – – –
JWM
1461
Jacobus Wealth Management
Wisconsin
$477K – – –
FMTCOCP
1462
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$476K -$5.67K -40 -1%
KLI
1463
Kelman-Lazarov Inc
Tennessee
$472K – – –
HWM
1464
Holloway Wealth Management
Florida
$471K – – –
PCM
1465
Palisade Capital Management
New Jersey
$471K +$70.9K +500 +18%
SWM
1466
SVA Wealth Management
Wisconsin
$469K -$26.1K -184 -5%
FPCP
1467
Fort Point Capital Partners
California
$467K +$451K +3,181 New
CHAM
1468
Clear Harbor Asset Management
Connecticut
$463K +$14K +99 +3%
AA
1469
Apriem Advisors
California
$462K +$7.38K +52 +2%
AZA
1470
Arthur Zaske & Associates
Michigan
$454K -$214K -1,512 -33%
MAS
1471
Managed Account Services
Florida
$453K +$11.8K +83 +3%
B
1472
Bridgeworth
Alabama
$447K -$8.65K -61 -2%
BWM
1473
BerganKDV Wealth Management
Minnesota
$444K -$3.83K -27 -0.9%
MWM
1474
Modera Wealth Management
New Jersey
$442K +$427K +3,011 New
FPFS
1475
First Personal Financial Services
North Carolina
$441K -$419K -2,956 -50%
57 58
59
60 61