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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1501
Ausdal Financial Partners
Iowa
$877K +$23.4K +116 +3%
CFA
1502
Camarda Financial Advisors
Florida
$874K +$7.05K +35 +0.8%
RIA
1503
Regal Investment Advisors
Michigan
$873K +$468K +2,323 +123%
FM
1504
Forward Management
California
$872K -$318K -1,582 -27%
NJBEST
1505
New Jersey Better Educational Savings Trust
New Jersey
$870K -$40.3K -200 -5%
SWA
1506
SFMG Wealth Advisors
Texas
$866K -$147K -729 -13%
AL
1507
Aspiriant LLC
California
$864K -$87K -432 -9%
SGK
1508
Steigerwald Gordon & Koch
Virginia
$861K -$40.7K -202 -5%
AAM
1509
Azzad Asset Management
Virginia
$860K -$9.06K -45 -1%
SBWM
1510
Sunflower Bank Wealth Management
Arizona
$860K – – –
WP
1511
WealthPLAN Partners
Nebraska
$860K +$56.4K +280 +6%
BMCM
1512
Bryn Mawr Capital Management
Pennsylvania
$859K -$31.8K -158 -4%
AFM
1513
Abbot Financial Management
Massachusetts
$859K – – –
ACM
1514
Argent Capital Management
Missouri
$858K -$2.01K -10 -0.2%
LCP
1515
Legacy Capital Partners
Wisconsin
$856K -$29.2K -145 -3%
RC
1516
Roundview Capital
New Jersey
$853K +$201 +1 +0%
NEPWA
1517
New England Private Wealth Advisors
Massachusetts
$851K -$46.7K -232 -5%
LIA
1518
LBMC Investment Advisors
Tennessee
$851K -$12.9K -64 -2%
AIS
1519
American Investment Services
Massachusetts
$849K -$9.46K -47 -1%
BCM
1520
Bourgeon Capital Management
Connecticut
$849K – – –
SAM
1521
Strategy Asset Managers
California
$849K – – –
LWM
1522
Lenox Wealth Management
Ohio
$847K +$71.9K +357 +10%
WWM
1523
Windsor Wealth Management
Indiana
$844K +$33.4K +166 +4%
AF
1524
Advisornet Financial
Minnesota
$842K -$29.8K -148 -4%
CPO
1525
Cerity Partners OCIO
New York
$842K +$80.9K +402 +11%
59 60
61
62 63