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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1651
Intersect Capital
California
$207K -$77.3K -1,854 -28%
RIG
1652
Renaissance Investment Group
Massachusetts
$207K -$13.9K -334 -6%
ACP
1653
Aveo Capital Partners
Colorado
$206K -$513K -12,294 -72%
CWM
1654
Confluence Wealth Management
Oregon
$206K – – –
WDL
1655
Well Done LLC
Michigan
$206K – – –
AWA
1656
Arete Wealth Advisors
Illinois
$205K -$1.67K -40 -0.8%
FTI
1657
Fiduciary Trust International
Massachusetts
$205K – – –
SA
1658
SRH Advisors
Kansas
$204K -$2.59K -62 -1%
CWP
1659
Capital Wealth Planning
Florida
$204K +$200K +4,800 New
AAS
1660
Annex Advisory Services
Wisconsin
$203K -$7.47K -179 -4%
CPA
1661
Clear Perspective Advisors
Illinois
$202K – – –
EI
1662
EDMP Inc
Florida
$202K +$198K +4,752 New
MAS
1663
Managed Account Services
Florida
$201K +$198K +4,742 New
CG
1664
CFO4Life Group
Texas
$201K +$198K +4,744 New
HI
1665
Hendershot Investments
Virginia
$200K – – –
PCP
1666
Proficio Capital Partners
Massachusetts
$197K +$99.5K +2,385 +120%
BWM
1667
Baystate Wealth Management
Massachusetts
$195K +$6.01K +144 +3%
MWM
1668
MinichMacGregor Wealth Management
New York
$191K -$14.6K -350 -7%
PK
1669
Pflug Koory
Nebraska
$189K – – –
ACM
1670
Americafirst Capital Management
California
$182K +$179K +4,298 New
ED
1671
Exane Derivatives
France
$182K -$568K -13,617 -76%
GRP
1672
Global Retirement Partners
California
$179K +$49.8K +1,195 +40%
WIM
1673
Westside Investment Management
California
$173K +$56.7K +1,360 +50%
CCM
1674
Cribstone Capital Management
Maine
$171K +$51.8K +1,241 +45%
LIM
1675
Lagoda Investment Management
New York
$168K -$39.6K -950 -19%
65 66
67
68 69