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Name Holding Trade Value Shares
Change 		Change in
Stake
JG
1651
Jefferies Group
New York
$212K -$153K -3,662 -42%
CWM
1652
Cabot Wealth Management
Massachusetts
$212K – – –
CHA
1653
Cedar Hill Associates
Illinois
$212K – – –
EWM
1654
Evermay Wealth Management
Virginia
$212K – – –
KJHP
1655
K.J. Harrison & Partners
Ontario, Canada
$212K +$209K +5,000 New
WPP
1656
Whalerock Point Partners
Rhode Island
$210K -$45.9K -1,100 -18%
SCA
1657
Stillwater Capital Advisors
Pennsylvania
$210K -$21.3K -510 -9%
IC
1658
Intersect Capital
California
$207K -$77.3K -1,854 -28%
RIG
1659
Renaissance Investment Group
Massachusetts
$207K -$13.9K -334 -6%
ACP
1660
Aveo Capital Partners
Colorado
$206K -$513K -12,294 -72%
CWM
1661
Confluence Wealth Management
Oregon
$206K – – –
WDL
1662
Well Done LLC
Michigan
$206K – – –
AWA
1663
Arete Wealth Advisors
Illinois
$205K -$1.67K -40 -0.8%
FTI
1664
Fiduciary Trust International
Massachusetts
$205K – – –
SA
1665
SRH Advisors
Kansas
$204K -$2.59K -62 -1%
CWP
1666
Capital Wealth Planning
Florida
$204K +$200K +4,800 New
AAS
1667
Annex Advisory Services
Wisconsin
$203K -$7.47K -179 -4%
CPA
1668
Clear Perspective Advisors
Illinois
$202K – – –
EI
1669
EDMP Inc
Florida
$202K +$198K +4,752 New
MAS
1670
Managed Account Services
Florida
$201K +$198K +4,742 New
CG
1671
CFO4Life Group
Texas
$201K +$198K +4,744 New
HI
1672
Hendershot Investments
Virginia
$200K – – –
PCP
1673
Proficio Capital Partners
Massachusetts
$197K +$99.5K +2,385 +120%
BWM
1674
Baystate Wealth Management
Massachusetts
$195K +$6.01K +144 +3%
MWM
1675
MinichMacGregor Wealth Management
New York
$191K -$14.6K -350 -7%
65 66
67
68 69