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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1201
Windsor Creek Advisors
Vermont
$742K +$8.97K +69 +1%
WP
1202
WMS Partners
Maryland
$741K -$32.2K -248 -4%
CCMG
1203
Clark Capital Management Group
Pennsylvania
$740K -$14.8K -114 -2%
FANJ
1204
Financial Architects (New Jersey)
New Jersey
$739K +$6.89K +53 +0.9%
BEC
1205
Blue Edge Capital
Virginia
$737K – – –
EGA
1206
E&G Advisors
Texas
$737K – – –
SWM
1207
Stockman Wealth Management
Montana
$736K -$22.7K -175 -3%
ITIM
1208
Indiana Trust & Investment Management
Indiana
$735K -$95.9K -738 -11%
ATFA
1209
All Terrain Financial Advisors
Minnesota
$735K +$390 +3 +0.1%
PFM
1210
Parsec Financial Management
North Carolina
$735K +$55K +423 +8%
TSW
1211
Thompson Siegel & Walmsley
Virginia
$734K – – –
IC
1212
Inverness Counsel
New York
$734K +$6.89K +53 +0.9%
HIA
1213
Harbor Investment Advisory
Maryland
$734K +$744K +5,728 New
CFS
1214
CRA Financial Services
New Jersey
$729K +$20.5K +158 +3%
IAN
1215
Integrated Advisors Network
Texas
$728K +$739K +5,684 New
FFN
1216
Focus Financial Network
Minnesota
$727K +$108K +831 +17%
TAIM
1217
TD Ameritrade Investment Management
Nebraska
$723K +$677K +5,207 +1,205%
QCG
1218
Quadrant Capital Group
Ohio
$722K -$190K -1,461 -20%
PMFA
1219
Plante Moran Financial Advisors
Michigan
$720K +$7.41K +57 +1%
FFA
1220
First Foundation Advisors
California
$719K +$66K +508 +10%
CAAS
1221
Capital Asset Advisory Services
Michigan
$718K +$336K +2,586 +115%
HWA
1222
HCR Wealth Advisors
California
$718K +$406K +3,127 +126%
FWM
1223
Frontier Wealth Management
Missouri
$713K -$373K -2,873 -34%
SLF
1224
Sun Life Financial
Ontario, Canada
$709K -$398K -3,061 -36%
WCAMG
1225
Woodard & Company Asset Management Group
North Carolina
$709K -$110K -849 -13%
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