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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1026
BerganKDV Wealth Management
Minnesota
$12K +$11.5K +57 New
FIB
1027
First Interstate Bank
Montana
$11K – – –
SIS
1028
Sound Income Strategies
Florida
$10K – – –
TL
1029
TrueWealth LLC
Georgia
$9K – – –
VNA
1030
Valley National Advisers
Pennsylvania
$9K – – –
WCM
1031
Wealthcare Capital Management
Virginia
$9K +$8.26K +41 New
LFG
1032
Larson Financial Group
Missouri
$7K – – –
LFG
1033
LifePlan Financial Group
Ohio
$7K – – –
OAJ
1034
Ogorek Anthony Joseph
New York
$7K – – –
TCM
1035
TD Capital Management
Tennessee
$7K – – –
CFFP
1036
Center for Financial Planning
Michigan
$7K +$7.05K +35 New
AA
1037
Advisory Alpha
Michigan
$6.35K -$3.02K -15 -33%
FMTCOCP
1038
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K -$10.1K -50 -65%
AA
1039
AlphaMark Advisors
Kentucky
$6K – – –
CA
1040
Centerpoint Advisors
Massachusetts
$6K – – –
FPFS
1041
First Personal Financial Services
North Carolina
$6K – – –
LWM
1042
Lenox Wealth Management
Ohio
$6K – – –
PCTC
1043
Perkins Coie Trust Company
Washington
$6K – – –
AAP
1044
Arax Advisory Partners
Colorado
$6K +$202 +1 +3%
KFS
1045
Kelly Financial Services
Massachusetts
$5.32K – – –
AWA
1046
Arkadios Wealth Advisors
Georgia
$5.09K +$4.63K +23 New
NIM
1047
NuWave Investment Management
New Jersey
$5K -$995K -4,939 -100%
RA
1048
Rational Advisors
New York
$5K -$112K -558 -96%
GRP
1049
Global Retirement Partners
California
$5K -$2.82K -14 -37%
LGWM
1050
Litman Gregory Wealth Management
California
$5K +$4.63K +23 New
40 41
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43 44