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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1501
FormulaFolio Investments
Michigan
$318K +$36.5K +877 +13%
VFP
1502
Verus Financial Partners
Virginia
$317K -$5.08K -122 -2%
PBO
1503
Peoples Bank (Ohio)
Ohio
$317K – – –
WA
1504
WealthTrust Axiom
Pennsylvania
$316K +$318K +7,632 New
EAM
1505
Evanson Asset Management
California
$315K -$95.5K -2,294 -23%
CCMG
1506
Clark Capital Management Group
Pennsylvania
$315K – – –
LYV
1507
Live Your Vision
Pennsylvania
$315K – – –
MWM
1508
Modera Wealth Management
New Jersey
$315K – – –
AEPG
1509
American Economic Planning Group
New Jersey
$315K +$624 +15 +0.2%
AW
1510
Alpha Windward
Massachusetts
$315K +$5.74K +138 +2%
MWM
1511
Mascoma Wealth Management
New Hampshire
$314K +$315K +7,566 New
NIC
1512
Northwest Investment Counselors
Oregon
$312K +$4.99K +120 +2%
SSP
1513
Sapphire Star Partners
Washington
$311K -$23.2K -558 -7%
CPA
1514
Cowen Prime Advisors
New York
$311K -$916 -22 -0.3%
MCM
1515
McRae Capital Management
New Jersey
$310K – – –
CFMC
1516
Curbstone Financial Management Corp
New Hampshire
$309K -$291K -7,000 -48%
HL
1517
HeadInvest LLC
Maine
$309K – – –
WHG
1518
Westwood Holdings Group
Texas
$308K -$39.2K -943 -11%
VCAM
1519
Van Cleef Asset Management
Ohio
$308K – – –
BCM
1520
BTC Capital Management
Iowa
$307K -$125K -3,000 -29%
MC
1521
Mathes Company
New York
$307K +$49.9K +1,200 +19%
CS
1522
Cannell & Spears
New York
$306K +$22.3K +536 +8%
RPA
1523
Rock Point Advisors
Vermont
$305K +$12.7K +305 +4%
PCFFS
1524
Pacific Center for Financial Services
California
$304K +$305K +7,322 New
PVWM
1525
Point View Wealth Management
New Jersey
$303K – – –
59 60
61
62 63