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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
1601
Laurel Wealth Advisors (California)
California
$1.01M -$31.3K -86 -3%
TF
1602
Trek Financial
Arizona
$1M +$171K +470 +19%
CPO
1603
Cerity Partners OCIO
New York
$1M +$167K +460 +19%
CCG
1604
Ceeto Capital Group
Florida
$996K – – –
CCM
1605
Cribstone Capital Management
Maine
$995K +$143K +392 +16%
MWM
1606
Minot Wealth Management
Massachusetts
$993K +$8.36K +23 +0.8%
OFS
1607
Orrstown Financial Services
Pennsylvania
$991K -$16.4K -45 -2%
JWCA
1608
J.W. Cole Advisors
Florida
$991K +$61.1K +168 +6%
TCOT
1609
Trust Company of Toledo
Ohio
$990K -$2.91K -8 -0.3%
EAM
1610
Evanson Asset Management
California
$988K -$21.5K -59 -2%
MWM
1611
Modera Wealth Management
New Jersey
$988K +$25.8K +71 +3%
C
1612
Certuity
Florida
$985K +$10.5K +29 +1%
MCM
1613
Manchester Capital Management
Vermont
$983K +$13.5K +37 +1%
DA
1614
DSC Advisors
Illinois
$977K +$177K +488 +21%
KTC
1615
Kistler-Tiffany Companies
Pennsylvania
$975K -$206K -566 -17%
BCM
1616
Breiter Capital Management
Florida
$974K +$364 +1 +0%
B
1617
Bailard
California
$974K +$21.1K +58 +2%
AT
1618
Arden Trust
Delaware
$974K +$61.5K +169 +6%
CT
1619
Clearstead Trust
Maine
$972K -$59.6K -164 -6%
BJL
1620
Brighton Jones LLC
Washington
$969K -$141K -388 -12%
RB
1621
Renasant Bank
Mississippi
$964K -$66.9K -184 -6%
SDWMA
1622
Schneider Downs Wealth Management Advisors
Pennsylvania
$963K +$5.45K +15 +0.5%
SWM
1623
SeaCrest Wealth Management
New York
$963K +$16K +44 +2%
PCP
1624
Proficio Capital Partners
Massachusetts
$962K -$31.3K -86 -3%
BFO
1625
Biltmore Family Office
North Carolina
$958K – – –
63 64
65
66 67