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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1001
Bay Colony Advisors
Massachusetts
$285K – – –
IFWM
1002
Institute for Wealth Management
Colorado
$285K – – –
MIA
1003
MainStreet Investment Advisors
Illinois
$285K +$2.74K +9 +0.9%
NFG
1004
Next Financial Group
Texas
$285K +$49.8K +164 +20%
NB
1005
Nicolet Bankshares
Wisconsin
$284K +$11.2K +37 +4%
DCM
1006
Donaldson Capital Management
Indiana
$283K – – –
KM
1007
Kalos Management
Georgia
$283K +$255K +840 New
SLWA
1008
San Luis Wealth Advisors
California
$283K +$293K +965 New
DLA
1009
Douglas Lane & Associates
New York
$282K -$66.9K -220 -19%
SAM
1010
Strategy Asset Managers
California
$282K +$16.1K +53 +6%
MRCM
1011
M&R Capital Management
New Jersey
$280K +$22.8K +75 +9%
TAM
1012
Taurus Asset Management
New York
$279K -$68.4K -225 -19%
GP
1013
Girard Partners
Pennsylvania
$279K -$5.17K -17 -2%
RMCM
1014
Reynders McVeigh Capital Management
Massachusetts
$278K +$19.1K +63 +7%
FG
1015
Fiduciary Group
Georgia
$277K – – –
WI
1016
WrapManager Inc
California
$277K +$287K +944 New
MSS
1017
Mitchell Sinkler & Starr
Pennsylvania
$276K – – –
AFS
1018
Axiom Financial Strategies
Indiana
$274K -$5.47K -18 -2%
AIC
1019
Ameritas Investment Company
Nebraska
$274K +$72.9K +240 +35%
BAM
1020
Berkshire Asset Management
Pennsylvania
$273K +$9.42K +31 +3%
LC
1021
Landaas & Company
Wisconsin
$272K – – –
PCH
1022
PGIM Custom Harvest
New Jersey
$271K +$25.8K +85 +7%
MFG
1023
Menard Financial Group
Texas
$270K -$2.13K -7 -0.8%
RPWA
1024
Regent Peak Wealth Advisors
Georgia
$270K +$4.56K +15 +2%
GT
1025
Glenview Trust
Kentucky
$269K -$21.9K -72 -7%
39 40
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