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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1751
Successful Portfolios
Florida
$639K -$3.03K -70 -0.4%
GAM
1752
Gemmer Asset Management
California
$639K +$173 +4 +0%
TPWA
1753
TRUE Private Wealth Advisors
Oregon
$638K +$2.16K +50 +0.3%
BCAM
1754
Boston Common Asset Management
Massachusetts
$637K +$54.4K +1,257 +8%
DTC
1755
Davidson Trust Company
Washington
$636K -$47.2K -1,092 -6%
IFWM
1756
Institute for Wealth Management
Colorado
$634K -$110K -2,532 -13%
FNBT
1757
FineMark National Bank & Trust
Florida
$634K -$66K -1,525 -8%
FFS
1758
Founders Financial Securities
Maryland
$633K -$36.2K -837 -5%
ACA
1759
Aptus Capital Advisors
Alabama
$632K -$87K -2,012 -11%
UAML
1760
US Asset Management LLC
Pennsylvania
$631K – – –
LMKC
1761
L.M. Kohn & Company
Ohio
$631K +$19.6K +452 +3%
DCM
1762
Donaldson Capital Management
Indiana
$629K -$270K -6,238 -27%
KFS
1763
Kaizen Financial Strategies
California
$629K +$121K +2,797 +20%
ANB
1764
Amarillo National Bank
Texas
$627K +$10.3K +239 +1%
CBT
1765
Central Bank & Trust
Kentucky
$626K -$206K -4,768 -22%
CAMG
1766
CWA Asset Management Group
Florida
$625K +$121K +2,792 +20%
AC
1767
Addison Capital
Pennsylvania
$624K -$36K -832 -5%
BMC
1768
Benin Management Corp
Connecticut
$624K +$17.3K +400 +2%
DA
1769
Detalus Advisors
Missouri
$624K +$223K +5,150 +45%
TWP
1770
Tempus Wealth Planning
California
$623K +$260 +6 +0%
SGK
1771
Steigerwald Gordon & Koch
Virginia
$623K +$190K +4,384 +36%
GF
1772
Gries Financial
Ohio
$620K – – –
GP
1773
Girard Partners
Pennsylvania
$618K -$474K -10,947 -40%
AWM
1774
Angeles Wealth Management
California
$618K -$32.5K -752 -4%
CWM
1775
Castle Wealth Management
Florida
$618K +$715K +16,533 New
69 70
71
72 73