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Name Holding Trade Value Shares
Change 		Change in
Stake
I
1401
IberiaBank
Louisiana
$1.57M +$337K +1,859 +24%
CWM
1402
Confluence Wealth Management
Oregon
$1.57M -$62.6K -346 -3%
TVWM
1403
Tower View Wealth Management
Wisconsin
$1.57M +$12.7K +70 +0.7%
PAS
1404
Partnervest Advisory Services
California
$1.57M -$146K -804 -8%
AC
1405
Arjuna Capital
North Carolina
$1.56M -$20.8K -115 -1%
AT
1406
Arden Trust
Delaware
$1.56M +$331K +1,831 +24%
BS
1407
Boenning & Scattergood
Pennsylvania
$1.55M -$1.27K -7 -0.1%
AFNAS
1408
American Financial Network Advisory Services
California
$1.55M +$1.67M +9,219 +4,432%
BA
1409
Bridgewater Associates
Connecticut
$1.55M -$7.03M -38,814 -80%
WPP
1410
Whalerock Point Partners
Rhode Island
$1.54M +$26.2K +145 +2%
NF
1411
Nikulski Financial
Iowa
$1.52M +$74.2K +410 +4%
BL
1412
BFSG LLC
California
$1.51M -$617K -3,409 -27%
CWS
1413
Cypress Wealth Services
California
$1.5M +$49.8K +275 +3%
BTW
1414
Boston Trust Walden
Massachusetts
$1.5M -$114K -632 -6%
EGA
1415
E&G Advisors
Texas
$1.49M +$158K +873 +11%
BWA
1416
BDO Wealth Advisors
Florida
$1.49M +$1.19M +6,560 +262%
IEFM
1417
IQ EQ Fund Management
Ireland
$1.49M -$12.7K -70 -0.8%
HCM
1418
Harvey Capital Management
Florida
$1.48M – – –
GIA
1419
GHP Investment Advisors
Colorado
$1.48M +$800K +4,419 +96%
BCM
1420
Boltwood Capital Management
California
$1.46M +$224K +1,240 +16%
ADL
1421
Asset Dedication LLC
California
$1.46M +$20.3K +112 +1%
UH
1422
Unigestion Holding
Switzerland
$1.46M -$824K -4,554 -34%
MHC
1423
Meyer Handelman Company
New York
$1.45M – – –
LC
1424
Lincoln Capital
Nebraska
$1.45M +$995K +5,496 +165%
PC
1425
Palo Capital
California
$1.45M -$74K -409 -4%
55 56
57
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