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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1751
Financial Consulate
Maryland
$775K +$63.5K +182 +9%
PWA
1752
Physician Wealth Advisors
Utah
$773K +$7.68K +22 +1%
MHS
1753
M Holdings Securities
Oregon
$773K +$758K +2,172 New
BFS
1754
Baskin Financial Services
Ontario, Canada
$769K -$24.1K -69 -3%
DPI
1755
Diversified Portfolios Inc
Michigan
$766K – – –
TA
1756
TFG Advisers
Michigan
$764K -$113K -324 -13%
HH
1757
HWG Holdings
Texas
$757K -$145K -415 -16%
CPA
1758
Court Place Advisors
Maryland
$757K – – –
WW
1759
Waterfront Wealth
Kansas
$757K – – –
SI
1760
Scharf Investments
California
$756K +$311K +891 +72%
FANJ
1761
Financial Architects (New Jersey)
New Jersey
$755K -$100K -288 -12%
AWAP
1762
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$754K +$284K +813 +62%
CIA
1763
Capital Investment Advisors
Georgia
$753K -$12.2K -35 -2%
MSAM
1764
Moloney Securities Asset Management
Missouri
$752K +$6.98K +20 +1%
AIS
1765
American Investment Services
Massachusetts
$751K +$698 +2 +0.1%
CA
1766
Calton & Associates
Florida
$750K -$131K -375 -15%
DJYG
1767
David J. Yvars Group
Florida
$747K +$349 +1 +0%
LFA
1768
Legacy Financial Advisors
Kentucky
$745K +$117K +335 +19%
CBFP
1769
Cedar Brook Financial Partners
Ohio
$741K -$253K -726 -26%
CCMG
1770
Clark Capital Management Group
Pennsylvania
$741K +$55.8K +160 +8%
VWM
1771
Venturi Wealth Management
Texas
$739K -$22.3K -64 -3%
VA
1772
Valmark Advisers
Ohio
$736K +$192K +550 +36%
PCMC
1773
Private Capital Management (Colorado)
Colorado
$734K +$10.1K +29 +1%
DJSG
1774
D.J. St. Germain
Massachusetts
$733K -$12.6K -36 -2%
PCG
1775
Private Capital Group
Connecticut
$729K -$521K -1,492 -42%
69 70
71
72 73