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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
901
Portfolio Strategies
New York
$372K – – –
PCS
902
Personal CFO Solutions
New Jersey
$371K -$23.6K -91 -6%
EAM
903
Evanson Asset Management
California
$371K +$6.49K +25 +2%
KFGK
904
Keystone Financial Group (Kentucky)
Kentucky
$368K -$2.08K -8 -0.6%
GDP
905
Great Diamond Partners
Maine
$368K +$61.2K +236 +22%
HC
906
Henshaw Capital
Massachusetts
$367K – – –
RM
907
Resource Management
Louisiana
$364K +$77.8K +300 +30%
MCM
908
Manchester Capital Management
Vermont
$358K +$4.15K +16 +1%
MC
909
Maverick Capital
Texas
$358K +$332K +1,279 New
PP
910
Patron Partners
Texas
$357K -$28.5K -110 -8%
SIA
911
SkyView Investment Advisors
New Jersey
$354K +$18.9K +73 +6%
WWM
912
Windsor Wealth Management
Indiana
$354K +$67.2K +259 +26%
DA
913
DSC Advisors
Illinois
$354K +$328K +1,263 New
GWSG
914
GPS Wealth Strategies Group
Colorado
$349K +$32.4K +125 +11%
MNBTD
915
Moody National Bank Trust Division
Texas
$348K -$25.9K -100 -7%
CAAS
916
Capital Asset Advisory Services
Michigan
$348K +$24.6K +95 +8%
NICM
917
Neo Ivy Capital Management
New York
$348K +$301K +1,162 +1,453%
EHC
918
Everett Harris & Co
California
$346K -$9.34K -36 -3%
RCAG
919
Rehmann Capital Advisory Group
Michigan
$344K +$37.9K +146 +13%
KP
920
Keel Point
Alabama
$344K +$59.9K +231 +23%
SEEDPG
921
S.E.E.D. Planning Group
New York
$339K +$15K +58 +5%
BDF
922
Balasa Dinverno & Foltz
$338K +$42.3K +163 +16%
APW
923
Aurora Private Wealth
New Jersey
$337K -$10.6K -41 -3%
WAAG
924
Wealth Alliance Advisory Group
Kansas
$337K +$24.4K +94 +8%
AWA
925
Aaron Wealth Advisors
Illinois
$337K +$313K +1,205 New
35 36
37
38 39