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Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
2151
Galvin Gaustad & Stein
Arizona
$339K -$35.7K -826 -8%
SL
2152
Salomon & Ludwin
Virginia
$339K +$115K +2,654 +41%
ABLA
2153
Alan B. Lancz & Associates
Ohio
$338K -$76.2K -1,761 -16%
SFG
2154
SNS Financial Group
Minnesota
$338K -$18.3K -423 -4%
SFG
2155
Sovereign Financial Group
Connecticut
$338K +$40.4K +934 +12%
CAM
2156
Congress Asset Management
Massachusetts
$337K -$54.6K -1,263 -12%
AFG
2157
Allegheny Financial Group
Pennsylvania
$337K -$14.4K -333 -4%
NIM
2158
Nexus Investment Management
Ontario, Canada
$337K – – –
DWM
2159
Dorchester Wealth Management
Quebec, Canada
$336K +$56.2K +1,300 +17%
SIM
2160
SSI Investment Management
California
$335K -$87 -2 -0%
WFS
2161
Walker Financial Services
Kentucky
$335K +$387K +8,946 New
WH
2162
Willner & Heller
California
$334K -$108K -2,491 -22%
MF
2163
Manchester Financial
California
$334K -$90.2K -2,085 -19%
PCG
2164
Private Capital Group
Connecticut
$332K -$179K -4,126 -32%
CDIA
2165
Capital Directions Investment Advisors
Georgia
$331K -$6.45K -149 -2%
IF
2166
Ironwood Financial
Arizona
$331K – – –
AA
2167
Aufman Associates
Pennsylvania
$330K +$995 +23 +0.3%
AA
2168
Argent Advisors
Louisiana
$330K +$4.33K +100 +1%
HC
2169
Hendley & Co
Ohio
$330K +$13K +300 +4%
LWP
2170
Legacy Wealth Planning
Nevada
$329K -$10.8K -249 -3%
TWM
2171
TriaGen Wealth Management
California
$329K – – –
WTFG
2172
Wells Trecaso Financial Group
Ohio
$329K +$7.57K +175 +2%
MC
2173
Merlin Capital
Rhode Island
$328K – – –
SWM
2174
Segment Wealth Management
Texas
$326K -$2.6K -60 -0.7%
VIM
2175
Vista Investment Management
Pennsylvania
$325K +$2.08K +48 +0.6%
85 86
87
88 89