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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2201
Americana Partners
Texas
$677K -$3.1K -12 -0.5%
FHC
2202
First Heartland Consultants
Missouri
$677K +$64.5K +250 +11%
CFA
2203
Camarda Financial Advisors
Florida
$675K -$9.03K -35 -1%
LPIC
2204
LeJeune Puetz Investment Counsel
Michigan
$673K – – –
AFA
2205
American Financial Advisors
Georgia
$663K -$24.2K -94 -4%
HTHT
2206
Hemenway Trust Hemenway Trust
New Hampshire
$659K +$239K +926 +58%
IIC
2207
Integrated Investment Consultants
Michigan
$658K -$7.74K -30 -1%
CHA
2208
Carmichael Hill & Associates
Maryland
$653K +$3.61K +14 +0.6%
PP
2209
PDS Planning
Ohio
$653K +$52.9K +205 +9%
AIM
2210
Alhambra Investment Management
Florida
$652K -$28.6K -111 -4%
IA
2211
IFG Advisors
Missouri
$650K – – –
SG
2212
Somerset Group
Minnesota
$649K -$199K -773 -24%
HWM
2213
Howard Wealth Management
Connecticut
$647K -$25K -97 -4%
RIG
2214
Ramiah Investment Group
Wisconsin
$646K +$258 +1 +0%
SRC
2215
Shufro Rose & Co
New York
$643K – – –
WIC
2216
Woodmont Investment Counsel
Tennessee
$642K -$4.38K -17 -0.7%
AIA
2217
Alera Investment Advisors
Illinois
$640K +$309K +1,200 +97%
BONST
2218
Bank of Nova Scotia Trust
Ontario, Canada
$636K +$35.1K +136 +6%
OWA
2219
One Wealth Advisors
California
$636K +$102K +394 +19%
KA
2220
KLCM Advisors
Wisconsin
$635K -$19.3K -75 -3%
RW
2221
REDW Wealth
New Mexico
$635K – – –
ARMC
2222
American Research & Management Company
Massachusetts
$634K -$27.3K -106 -4%
TAM
2223
Trillium Asset Management
Massachusetts
$633K -$14M -54,237 -96%
ZIC
2224
ZWJ Investment Counsel
Georgia
$631K +$16.5K +64 +3%
RDWM
2225
Red Door Wealth Management
Tennessee
$630K – – –
87 88
89
90 91