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Name Holding Trade Value Shares
Change 		Change in
Stake
ISFAN
1151
Investor's Fiduciary Advisor Network
Washington
$420K +$389K +18,790 New
SLI
1152
Sumitomo Life Insurance
Japan
$418K -$11.7K -564 -3%
SJIM
1153
St. Johns Investment Management
Florida
$417K -$21.9K -1,056 -5%
CCB
1154
Country Club Bank
Missouri
$417K -$290K -13,984 -43%
WKWM
1155
Walter & Keenan Wealth Management
Indiana
$414K -$123K -5,931 -24%
BA
1156
Bridgewater Advisors
New York
$414K +$3.58K +173 +0.9%
FA
1157
Fagan Associates
New York
$413K +$104 +5 +0%
LJAC
1158
L.J. Altfest & Co
New York
$411K -$601K -29,017 -61%
CSI
1159
Clark & Stuart Inc
Maine
$411K -$16.8K -810 -4%
CAG
1160
Crestwood Advisors Group
Massachusetts
$409K -$104K -5,031 -22%
FWM
1161
Finer Wealth Management
Massachusetts
$408K -$1.56M -75,425 -81%
APG
1162
Abacus Planning Group
South Carolina
$406K -$8.02K -387 -2%
ARG
1163
Advisory Resource Group
Oklahoma
$404K -$3.65K -176 -1%
BWM
1164
Buckley Wealth Management
Nevada
$403K -$370K -17,850 -50%
SIA
1165
Sit Investment Associates
Minnesota
$403K – – –
AF
1166
Advisornet Financial
Minnesota
$402K -$159K -7,658 -30%
AP
1167
Appleton Partners
Massachusetts
$402K -$19.1K -921 -5%
AAS
1168
Ameritas Advisory Services
Nebraska
$401K -$86.8K -4,189 -19%
LAM
1169
L2 Asset Management
Massachusetts
$399K +$57.3K +2,767 +18%
HWMC
1170
Heritage Wealth Management (California)
California
$398K -$12.2K -588 -3%
PSP
1171
Pacific Sage Partners
Washington
$398K -$7.46K -360 -2%
HFS
1172
Howard Financial Services
Texas
$397K +$12.8K +616 +4%
WDG
1173
Wealth Dimensions Group
Ohio
$397K +$17.8K +857 +5%
FPGT
1174
Financial Partners Group (Tennessee)
Tennessee
$397K -$201K -9,681 -35%
OIA
1175
Optimum Investment Advisors
Illinois
$395K -$77.4K -3,734 -17%
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