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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1751
Paradigm Asset Management
New York
$778K -$69.8K -200 -8%
FC
1752
Financial Consulate
Maryland
$775K +$63.5K +182 +9%
PWA
1753
Physician Wealth Advisors
Utah
$773K +$7.68K +22 +1%
MHS
1754
M Holdings Securities
Oregon
$773K +$758K +2,172 New
BFS
1755
Baskin Financial Services
Ontario, Canada
$769K -$24.1K -69 -3%
DPI
1756
Diversified Portfolios Inc
Michigan
$766K – – –
TA
1757
TFG Advisers
Michigan
$764K -$113K -324 -13%
HH
1758
HWG Holdings
Texas
$757K -$145K -415 -16%
CPA
1759
Court Place Advisors
Maryland
$757K – – –
WW
1760
Waterfront Wealth
Kansas
$757K – – –
SI
1761
Scharf Investments
California
$756K +$311K +891 +72%
FANJ
1762
Financial Architects (New Jersey)
New Jersey
$755K -$100K -288 -12%
AWAP
1763
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$754K +$284K +813 +62%
CIA
1764
Capital Investment Advisors
Georgia
$753K -$12.2K -35 -2%
MSAM
1765
Moloney Securities Asset Management
Missouri
$752K +$6.98K +20 +1%
AIS
1766
American Investment Services
Massachusetts
$751K +$698 +2 +0.1%
CA
1767
Calton & Associates
Florida
$750K -$131K -375 -15%
DJYG
1768
David J. Yvars Group
Florida
$747K +$349 +1 +0%
LFA
1769
Legacy Financial Advisors
Kentucky
$745K +$117K +335 +19%
CBFP
1770
Cedar Brook Financial Partners
Ohio
$741K -$253K -726 -26%
CCMG
1771
Clark Capital Management Group
Pennsylvania
$741K +$55.8K +160 +8%
VWM
1772
Venturi Wealth Management
Texas
$739K -$22.3K -64 -3%
VA
1773
Valmark Advisers
Ohio
$736K +$192K +550 +36%
PCMC
1774
Private Capital Management (Colorado)
Colorado
$734K +$10.1K +29 +1%
DJSG
1775
D.J. St. Germain
Massachusetts
$733K -$12.6K -36 -2%
69 70
71
72 73