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Name Holding Trade Value Shares
Change 		Change in
Stake
IAP
1651
Indie Asset Partners
Indiana
$480K +$13.5K +250 +2%
CA
1652
Cambridge Advisors
Nebraska
$480K +$26K +481 +5%
BDF
1653
Balasa Dinverno & Foltz
$479K -$15.9K -295 -3%
HFM
1654
Hartford Financial Management
Connecticut
$478K – – –
MWM
1655
Modera Wealth Management
New Jersey
$478K +$76.2K +1,411 +15%
PMFA
1656
Plante Moran Financial Advisors
Michigan
$476K -$85.2K -1,578 -13%
AIM
1657
Aspen Investment Management
Michigan
$476K – – –
EWM
1658
Evermay Wealth Management
Virginia
$474K -$27.5K -510 -5%
BT
1659
Brandywine Trust
Delaware
$473K – – –
IC
1660
Intersect Capital
California
$473K +$71.1K +1,316 +14%
MIC
1661
Means Investment Company
Maine
$472K -$15.3K -283 -3%
JWCA
1662
J.W. Coons Advisors
Ohio
$471K +$575K +10,642 New
GEA
1663
Glen Eagle Advisors
New Jersey
$470K -$45.9K -850 -7%
MFG
1664
MidWestOne Financial Group
Iowa
$470K -$5.4K -100 -0.9%
MWM
1665
Meridian Wealth Management
Kentucky
$470K +$182K +3,373 +46%
NCM
1666
Noesis Capital Mangement
Florida
$469K -$2.16K -40 -0.4%
AFC
1667
AFT Forsyth & Company
Florida
$467K -$86.4K -1,600 -13%
FIB
1668
First Interstate Bank
Montana
$467K -$540K -9,993 -49%
HIA
1669
Harbor Investment Advisory
Maryland
$467K -$30.2K -559 -5%
APC
1670
Aspire Private Capital
North Carolina
$466K +$30.3K +561 +6%
GAG
1671
GM Advisory Group
New York
$466K +$137K +2,532 +32%
DA
1672
Detalus Advisors
Missouri
$465K -$26.8K -496 -5%
SIA
1673
Strategic Investment Advisors
Michigan
$465K +$38K +703 +7%
RAM
1674
Redmond Asset Management
Virginia
$460K -$183K -3,386 -25%
BHTS
1675
Bar Harbor Trust Services
Maine
$460K -$27.1K -502 -5%
65 66
67
68 69