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Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1726
Wealth Alliance Advisory Group
Kansas
$244K – – –
AFA
1727
Arlington Financial Advisors
California
$242K – – –
BWA
1728
BlueSky Wealth Advisors
North Carolina
$241K -$13.8K -105 -5%
WPP
1729
Whalerock Point Partners
Rhode Island
$241K – – –
LP
1730
LGL Partners
Pennsylvania
$241K +$4.73K +36 +2%
CIS
1731
Connors Investor Services
Pennsylvania
$240K – – –
MYIA
1732
Mount Yale Investment Advisors
Colorado
$240K +$1.31K +10 +0.6%
MCG
1733
McCollum Christoferson Group
New York
$239K – – –
HPIA
1734
Hamilton Point Investment Advisors
North Carolina
$238K – – –
SCM
1735
Stordahl Capital Management
Colorado
$238K – – –
PO
1736
Private Ocean
California
$236K +$79.9K +608 +51%
BCM
1737
BlueCrest Capital Management
Jersey
$235K -$1.58M -12,010 -87%
AAM
1738
Aureus Asset Management
Massachusetts
$235K -$151K -1,151 -39%
FNBOSM
1739
First National Bank of South Miami
Florida
$234K -$8.41K -64 -4%
PM
1740
Penbrook Management
New York
$234K – – –
SIA
1741
Starfire Investment Advisers
Michigan
$234K – – –
QCIG
1742
Quad-Cities Investment Group
Iowa
$233K -$17.2K -131 -7%
EIA
1743
Eldridge Investment Advisors
New Hampshire
$233K – – –
FRM
1744
Foundation Resource Management
Arkansas
$233K +$10.4K +79 +5%
SCI
1745
Stableford Capital II
Arizona
$233K +$232K +1,768 New
SXL
1746
Summit X LLC
Missouri
$231K – – –
WCF
1747
West Coast Financial
California
$231K +$13.8K +105 +6%
M
1748
MOTCO
Texas
$230K +$31K +236 +16%
TIM
1749
Total Investment Management
Arizona
$229K +$525 +4 +0.2%
JFA
1750
JNBA Financial Advisors
Minnesota
$229K +$1.31K +10 +0.6%
68 69
70
71 72