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Name Holding Trade Value Shares
Change 		Change in
Stake
D
2601
Dentgroup
Louisiana
$225K +$213K +3,534 New
KCFA
2602
Key Client Fiduciary Advisors
New Jersey
$224K +$213K +3,527 New
PP
2603
PFS Partners
New Jersey
$224K – – –
IIC
2604
Integrated Investment Consultants
Michigan
$224K +$212K +3,516 New
GAM
2605
Gemmer Asset Management
California
$223K +$212K +3,511 New
ST
2606
Sageworth Trust
Pennsylvania
$223K +$3.98K +66 +2%
CCC
2607
Chelsea Counsel Company
California
$223K +$211K +3,500 New
TPW
2608
Tiller Private Wealth
Pennsylvania
$222K +$211K +3,494 New
RHP
2609
Royal Harbor Partners
Texas
$222K +$211K +3,491 New
GWM
2610
Greenwich Wealth Management
Connecticut
$222K +$211K +3,491 New
SWM
2611
Shakespeare Wealth Management
Wisconsin
$222K +$210K +3,483 New
MWM
2612
Merriman Wealth Management
Washington
$221K -$5.86K -97 -3%
LRWA
2613
Long Run Wealth Advisors
New York
$221K -$18.8K -312 -8%
WPC
2614
White Pine Capital
Minnesota
$221K +$209K +3,470 New
LAM
2615
Lifestyle Asset Management
Texas
$220K +$209K +3,459 New
RIM
2616
Redwood Investment Management
Arizona
$219K +$208K +3,440 New
ZAM
2617
Zevin Asset Management
Massachusetts
$219K +$208K +3,440 New
BMWM
2618
Brown Miller Wealth Management
Virginia
$219K +$208K +3,439 New
PFG
2619
Peterson Financial Group
Iowa
$218K +$207K +3,431 New
IWN
2620
Independent Wealth Network
Iowa
$218K +$207K +3,429 New
TCWA
2621
Ten Capital Wealth Advisors
Washington
$218K -$21.3K -352 -9%
GCA
2622
Genesee Capital Advisors
New York
$217K +$206K +3,412 New
WCG
2623
Weaver Consulting Group
California
$217K +$206K +3,411 New
AWM
2624
Act Wealth Management
Texas
$217K +$206K +3,409 New
BEAM
2625
Baker Ellis Asset Management
Washington
$216K +$205K +3,400 New
103 104
105
106 107