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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1926
Professional Advisory Services
Florida
$309K – – –
VFPI
1927
Vantage Financial Partners (Illinois)
Illinois
$309K – – –
BOPW
1928
Brandywine Oak Private Wealth
Pennsylvania
$306K +$319K +1,781 New
W
1929
Wealthquest
Ohio
$306K +$320K +1,782 New
SHJ
1930
Sharkey, Howes & Javer
Colorado
$305K -$37.1K -207 -10%
PWS
1931
Paragon Wealth Strategies
Florida
$305K +$1.44K +8 +0.4%
CWM
1932
CCG Wealth Management
California
$305K +$318K +1,776 New
CAN
1933
Claraphi Advisory Network
United States
$303K -$196K -1,095 -38%
GIA
1934
Gladstone Institutional Advisory
Florida
$303K +$317K +1,765 New
FPCM
1935
Financial Partners Capital Management
New York
$302K +$5.74K +32 +2%
DCM
1936
Driehaus Capital Management
Illinois
$302K +$39.3K +219 +14%
EA
1937
Emerald Advisers
Pennsylvania
$301K – – –
SQA
1938
Simon Quick Advisors
New Jersey
$301K +$85.9K +479 +38%
HFA
1939
Huber Financial Advisors
Illinois
$300K – – –
CA
1940
Cornerstone Advisory
Maryland
$300K +$4.12K +23 +1%
EIP
1941
Ellis Investment Partners
Pennsylvania
$299K +$312K +1,741 New
CAM
1942
Cidel Asset Management
Ontario, Canada
$298K +$538 +3 +0.2%
GIM
1943
Groesbeck Investment Management
New Jersey
$297K -$84.6K -472 -21%
PD
1944
Planning Directions
Pennsylvania
$294K +$46.4K +259 +18%
CSPIA
1945
Cary Street Partners Investment Advisory
Virginia
$293K +$306K +1,707 New
MWM
1946
Mascoma Wealth Management
New Hampshire
$291K +$54K +301 +22%
SCP
1947
Seizert Capital Partners
Michigan
$289K -$16.3K -91 -5%
ACM
1948
Armbruster Capital Management
New York
$289K – – –
BC
1949
Barnett & Company
Tennessee
$289K – – –
HCM
1950
HMS Capital Management
Tennessee
$288K – – –
76 77
78
79 80