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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2076
Clear Creek Financial Management
Washington
$508K -$122K -2,029 -20%
PCI
2077
Planning Center Inc
Illinois
$506K +$49.2K +815 +11%
IMOV
2078
Investment Management of Virginia
Virginia
$505K – – –
FZCM
2079
Flynn Zito Capital Management
New York
$504K -$90.7K -1,503 -16%
WTB
2080
Washington Trust Bank
Washington
$504K – – –
ACP
2081
Aveo Capital Partners
Colorado
$503K +$7.18K +119 +2%
AWAG
2082
ARS Wealth Advisors Group
Florida
$503K -$723K -11,971 -60%
IAS
2083
IMA Advisory Services
Colorado
$503K – – –
SOAMC
2084
Spirit of America Management Corp
New York
$503K +$30.2K +500 +7%
D
2085
Diversified
Delaware
$502K +$64.6K +1,070 +16%
WA
2086
Wambolt & Associates
Colorado
$502K -$32K -530 -6%
WDG
2087
Wealth Dimensions Group
Ohio
$500K +$88.8K +1,471 +23%
MFC
2088
Morris Financial Concepts
South Carolina
$499K -$95.1K -1,575 -17%
FNC
2089
First National Corp
Massachusetts
$499K +$46.8K +775 +11%
AC
2090
Apella Capital
Connecticut
$498K -$83.6K -1,384 -15%
QC
2091
Quent Capital
New York
$498K +$95.6K +1,583 +25%
CAMG
2092
CWA Asset Management Group
Florida
$497K +$84.3K +1,397 +22%
AWM
2093
Avitas Wealth Management
California
$496K -$2.44M -40,454 -84%
TDC
2094
Thompson Davis & Co
Virginia
$495K -$69.4K -1,150 -13%
GTAM
2095
Global Trust Asset Management
Florida
$494K -$79K -1,308 -14%
GAM
2096
Gould Asset Management
California
$492K -$4.53K -75 -1%
VC
2097
Vestor Capital
Illinois
$492K +$2.9K +48 +0.6%
JF
2098
Joule Financial
Kentucky
$491K -$604 -10 -0.1%
IA
2099
Integrity Advisory
Kansas
$490K +$21.7K +359 +5%
SPP
2100
Single Point Partners
Massachusetts
$490K +$26.9K +446 +6%
82 83
84
85 86