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