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Name Holding Trade Value Shares
Change 		Change in
Stake
APS
3226
American Planning Services
Florida
$530K +$31.2K +70 +7%
CF
3227
Clarity Financial
Texas
$530K -$29.4K -66 -6%
GAA
3228
Guardian Asset Advisors
Pennsylvania
$527K +$79.8K +179 +20%
EW
3229
Enzi Wealth
Texas
$524K -$50.4K -113 -10%
JDR
3230
Jay D. Rosenbaum
$524K -$62.5K -140 -11%
A
3231
AlphaQuest
New York
$522K +$440K +986 +1,096%
FA
3232
FSA Advisors
Michigan
$522K +$41.9K +94 +10%
WA
3233
WealthTrust Axiom
Pennsylvania
$521K -$178K -400 -27%
SFG
3234
Summit Financial Group
West Virginia
$519K – – –
BEI
3235
Benjamin Edwards Inc
Missouri
$519K +$258K +579 +118%
SC
3236
Searle & Co
Connecticut
$519K – – –
TAM
3237
Tucker Asset Management
Colorado
$518K -$236K -528 -33%
OFS
3238
Orrstown Financial Services
Pennsylvania
$518K +$68.2K +153 +17%
WJA
3239
Willis Johnson & Associates
Texas
$517K -$197K -442 -29%
WGAM
3240
Wilkinson Global Asset Management
New York
$517K -$301K -675 -39%
BHIA
3241
Birch Hill Investment Advisors
Massachusetts
$517K – – –
PHAM
3242
Palisades Hudson Asset Management
Florida
$517K +$2.68K +6 +0.6%
CWP
3243
Core Wealth Partners
California
$516K +$64.7K +145 +16%
AWA
3244
Archvest Wealth Advisors
California
$515K -$91.4K -205 -16%
S
3245
SimplyRich
California
$515K – – –
DAM
3246
Doheny Asset Management
California
$515K +$473K +1,061 New
SFG
3247
Sterling Financial Group
California
$515K -$1.78K -4 -0.4%
DA
3248
DSC Advisors
Illinois
$514K -$73.6K -165 -13%
PA
3249
Probity Advisors
Texas
$514K -$7.14K -16 -1%
NFC
3250
Northeast Financial Consultants
Connecticut
$513K +$90.6K +203 +24%
128 129
130
131 132