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Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
1301
Gifford Fong Associates
California
$1.83M – – –
PWW
1302
Pettyjohn Wood & White
Virginia
$1.83M -$594K -10,125 -24%
MCWS
1303
McKinley Carter Wealth Services
West Virginia
$1.83M -$25.8K -439 -1%
CIP
1304
Convergence Investment Partners
Florida
$1.83M -$359K -6,112 -16%
CCIA
1305
Cherry Creek Investment Advisors
Colorado
$1.83M +$1.91M +32,545 New
ICM
1306
IMS Capital Management
Oregon
$1.83M -$130K -2,214 -6%
WA
1307
Wealth Architects
California
$1.82M -$14.1K -241 -0.7%
EL
1308
EMFO LLC
Florida
$1.82M +$1.91M +32,477 New
SBF
1309
Sara-Bay Financial
Florida
$1.81M +$37.7K +642 +2%
ISWM
1310
Independent Solutions Wealth Management
New York
$1.81M +$186K +3,169 +11%
CCM
1311
Chiron Capital Management
Florida
$1.8M -$117K -2,000 -6%
MCM
1312
Murphy Capital Management
New Jersey
$1.8M -$55.3K -942 -3%
4WM
1313
44 Wealth Management
Oregon
$1.8M +$36.4K +620 +2%
CA
1314
Cambridge Advisors
Nebraska
$1.79M -$17.4K -296 -0.9%
WSC
1315
Wellington Shields & Co
New York
$1.79M -$1.76K -30 -0.1%
SCM
1316
Soros Capital Management
New York
$1.79M -$150K -2,562 -7%
FNC
1317
First National Corp
Massachusetts
$1.78M +$230K +3,913 +15%
SACTSONJ
1318
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.78M – – –
LWAC
1319
Laurel Wealth Advisors (California)
California
$1.78M +$735K +12,516 +65%
AA
1320
Auxano Advisors
Washington
$1.77M +$47K +800 +3%
FPB
1321
First PREMIER Bank
South Dakota
$1.77M +$50.7K +864 +3%
SEEDPG
1322
S.E.E.D. Planning Group
New York
$1.77M +$375K +6,395 +25%
BSA
1323
Bull Street Advisors
Georgia
$1.77M -$2.94K -50 -0.2%
ETC
1324
Exchange Traded Concepts
Oklahoma
$1.77M -$4.48M -76,273 -71%
AAM
1325
Ascension Asset Management
New York
$1.77M -$14.7K -250 -0.8%
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