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Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1676
Indiana Trust & Investment Management
Indiana
$397K +$14.9K +304 +4%
SIM
1677
Sonora Investment Management
Arizona
$397K +$29K +591 +8%
LC
1678
Lindbrook Capital
California
$397K +$44.5K +909 +13%
MC
1679
Montag & Caldwell
Georgia
$396K -$221K -4,500 -37%
WPSG
1680
Wealth & Pension Services Group
Georgia
$396K -$2.7K -55 -0.7%
CCB
1681
Cutter & Co Brokerage
Missouri
$396K +$10.1K +207 +3%
CG
1682
Cynosure Group
Utah
$396K +$381K +7,776 New
PI
1683
PFS Investments
Georgia
$394K +$370K +7,557 New
MIM
1684
Miller Investment Management
Pennsylvania
$393K – – –
HFP
1685
Holistic Financial Partners
Indiana
$393K +$3.68K +75 +1%
RBFC
1686
Roman Butler Fullerton & Co
Missouri
$392K +$392 +8 +0.1%
BAAM
1687
Baker Avenue Asset Management
California
$391K -$14.7K -300 -4%
CHA
1688
Cooper/Haims Advisors
New York
$391K +$3.28K +67 +0.9%
AEPG
1689
American Economic Planning Group
New Jersey
$388K +$6.32K +129 +2%
CG
1690
Cutler Group
California
$386K -$797K -16,270 -68%
CL
1691
CPWM LLC
Washington
$386K -$330K -6,731 -47%
FHC
1692
First Heartland Consultants
Missouri
$385K -$11.9K -242 -3%
BHWM
1693
Bay Harbor Wealth Management
Maryland
$385K +$32.9K +671 +10%
PS
1694
Portfolio Solutions
Michigan
$385K +$371K +7,564 New
NIC
1695
Northwest Investment Counselors
Oregon
$384K -$5K -102 -1%
IGGA
1696
Iron Gate Global Advisors
Utah
$383K +$368K +7,518 New
HPIA
1697
Hamilton Point Investment Advisors
North Carolina
$382K – – –
KB
1698
Kimelman & Baird
New York
$382K – – –
SFG
1699
SevenBridge Financial Group
Pennsylvania
$382K – – –
LWM
1700
Lyell Wealth Management
California
$380K -$24.5K -500 -6%
66 67
68
69 70