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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2101
Columbia Trust
Oregon
$443K -$13.6K -250 -3%
AFG
2102
Allegheny Financial Group
Pennsylvania
$442K +$13.5K +249 +3%
CCM
2103
Canal Capital Management
Virginia
$441K -$18.3K -337 -4%
WMP
2104
Wealth Management Partners
Arizona
$441K – – –
SC
2105
Searle & Co
Connecticut
$440K +$5.42K +100 +1%
FPIS
2106
Financial Planning & Information Services
Wisconsin
$439K -$9.87K -182 -2%
M
2107
MOTCO
Texas
$439K +$162K +2,981 +57%
HCA
2108
Horan Capital Advisors
Ohio
$438K – – –
CWM
2109
Concentrum Wealth Management
California
$438K +$759 +14 +0.2%
OCPWS
2110
One Charles Private Wealth Services
Massachusetts
$438K +$94.9K +1,751 +27%
PL
2111
Plancorp LLC
Missouri
$437K +$19.8K +365 +5%
MA
2112
MBA Advisors
Pennsylvania
$436K -$515K -9,499 -54%
LHC
2113
Little House Capital
Massachusetts
$436K -$324K -5,985 -42%
TP
2114
Tranquility Partners
Tennessee
$436K +$443K +8,174 New
TAM
2115
Todd Asset Management
Kentucky
$435K -$19.1M -352,141 -98%
CAN
2116
Claraphi Advisory Network
United States
$432K -$86.5K -1,596 -16%
LCC
2117
Lincoln Capital Corp
Rhode Island
$432K +$222K +4,100 +103%
SL
2118
Stevard LLC
Illinois
$430K +$3.9K +72 +0.9%
FBT
2119
First Bankers Trust
Kentucky
$429K -$4.07K -75 -0.9%
KLWA
2120
Kelly Lawrence W & Associates
California
$429K – – –
CIP
2121
Cornerstone Investment Partners
Georgia
$428K -$2.06M -37,920 -83%
CG
2122
Clarus Group
Texas
$428K +$17.7K +326 +4%
C
2123
Certuity
Florida
$428K +$96.9K +1,787 +29%
CWP
2124
Concord Wealth Partners
Virginia
$427K -$295K -5,438 -40%
AFA
2125
American Financial Advisors
Georgia
$426K -$32K -590 -7%
83 84
85
86 87