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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1101
Waldron Private Wealth
Pennsylvania
$203K -$16K -55 -7%
SCM
1102
Schnieders Capital Management
California
$203K +$205K +703 New
CF
1103
Corrigan Financial
Rhode Island
$203K +$205K +702 New
IF
1104
Ironwood Financial
Arizona
$202K – – –
FIM
1105
Fernwood Investment Management
Massachusetts
$202K +$204K +700 New
FAB
1106
First American Bank
Illinois
$202K +$204K +700 New
AFM
1107
Andesa Financial Management
Pennsylvania
$201K +$202K +693 New
GSEP
1108
Golden State Equity Partners
California
$200K +$202K +692 New
HHGA
1109
Halbert Hargrove Global Advisors
California
$200K +$202K +693 New
EAM
1110
Eukles Asset Management
Ohio
$198K +$200K +685 New
MCA
1111
Mercer Capital Advisers
New Jersey
$193K -$25.9K -89 -12%
PK
1112
Pflug Koory
Nebraska
$186K – – –
MPWT
1113
MassMutual Private Wealth & Trust
Connecticut
$182K +$15.7K +54 +9%
AF
1114
Allworth Financial
California
$178K +$1.46K +5 +0.8%
CWC
1115
Carolinas Wealth Consulting
North Carolina
$175K +$24.2K +83 +16%
ACA
1116
Atlas Capital Advisors
Wyoming
$173K +$5.25K +18 +3%
JWM
1117
Janiczek Wealth Management
Colorado
$169K +$11.7K +40 +7%
FWM
1118
FFT Wealth Management
Pennsylvania
$164K +$165K +566 New
VRM
1119
Vectors Research Management
New York
$156K – – –
WP
1120
WealthShield Partners
North Carolina
$147K -$1.75K -6 -1%
BCM
1121
Blume Capital Management
California
$145K -$40.2K -138 -22%
IA
1122
IFP Advisors
Florida
$142K -$48.1K -165 -26%
GCM
1123
Gables Capital Management
Florida
$142K – – –
TI
1124
tru Independence
Oregon
$139K +$140K +480 New
SWA
1125
SOA Wealth Advisors
New York
$137K -$583 -2 -0.4%
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