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Name Holding Trade Value Shares
Change 		Change in
Stake
UH
1926
Unigestion Holding
Switzerland
$552K +$650K +2,959 New
SP
1927
SWS Partners
Ohio
$551K +$647K +2,949 New
TSW
1928
Thompson Siegel & Walmsley
Virginia
$548K -$5.07M -23,088 -89%
KFA
1929
Kays Financial Advisory
Georgia
$548K -$117K -531 -15%
PHAM
1930
Palisades Hudson Asset Management
Florida
$548K – – –
RPG
1931
Resource Planning Group
Georgia
$547K +$1.76K +8 +0.3%
BB
1932
Bell Bank
North Dakota
$544K -$29.2K -133 -4%
TFO
1933
Tarbox Family Office
California
$539K -$21.7K -99 -3%
WA
1934
Wambolt & Associates
Colorado
$539K +$93.5K +426 +17%
FNBOH
1935
First National Bank of Hutchinson
Kansas
$537K +$121K +549 +24%
FWM
1936
Fairhaven Wealth Management
Illinois
$536K +$19.8K +90 +3%
JFA
1937
JNBA Financial Advisors
Minnesota
$535K -$104K -474 -14%
LF
1938
LifeSteps Financial
California
$535K +$5.49K +25 +0.9%
PHS
1939
Pekin Hardy Strauss
Illinois
$535K +$54.9K +250 +10%
TIA
1940
Traphagen Investment Advisors
New Jersey
$532K +$46.1K +210 +8%
HR
1941
Howe & Rusling
New York
$531K -$62.3K -284 -9%
WI
1942
WrapManager Inc
California
$531K +$52.7K +240 +9%
OFG
1943
Oxford Financial Group
Indiana
$531K +$624K +2,843 New
MWM
1944
MorganRosel Wealth Management
Colorado
$529K -$5.93K -27 -0.9%
AC
1945
Apella Capital
Connecticut
$529K +$622K +2,835 New
CFA
1946
Camarda Financial Advisors
Florida
$526K -$233K -1,063 -27%
NFG
1947
Nadler Financial Group
Illinois
$526K +$6.8K +31 +1%
AWM
1948
Altus Wealth Management
Kentucky
$525K +$132K +600 +27%
AIS
1949
Accurate Investment Solutions
Pennsylvania
$524K +$260K +1,183 +73%
ABTD
1950
Arvest Bank Trust Division
Oklahoma
$523K -$40K -182 -6%
76 77
78
79 80