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Name Holding Trade Value Shares
Change 		Change in
Stake
JE
3001
JMAC Enterprises
Pennsylvania
$4.6M -$272K -822 -5%
ACM
3002
Aljian Capital Management
Nevada
$4.6M +$584K +1,768 +14%
FBFS
3003
First Business Financial Services
Wisconsin
$4.6M +$54.5K +165 +1%
BCFS
3004
Butensky & Cohen Financial Security
Florida
$4.6M +$148K +448 +3%
NED
3005
Nancy E. Dempze
$4.59M -$8.92K -27 -0.2%
CYG
3006
Clean Yield Group
Vermont
$4.58M +$70.1K +212 +2%
ESBC
3007
E.S. Barr & Co
Kentucky
$4.57M +$44.6K +135 +0.9%
PWMG
3008
Pinnacle Wealth Management Group
Michigan
$4.56M -$212K -641 -4%
PWA
3009
Physician Wealth Advisors
Utah
$4.56M -$4.3K -13 -0.1%
LRIA
3010
Leonard Rickey Investment Advisors
Washington
$4.56M +$75.7K +229 +2%
SIC
3011
Sterling Investment Counsel
New York
$4.56M +$19.5K +59 +0.4%
NC
3012
NewSquare Capital
Pennsylvania
$4.55M +$280K +846 +6%
KWA
3013
KCS Wealth Advisory
California
$4.55M -$1.82M -5,513 -28%
NERM
3014
New England Research & Management
Illinois
$4.55M +$99.1K +300 +2%
ASI
3015
Advisory Services & Investments
Oregon
$4.55M +$35K +106 +0.7%
MSWM
3016
McGlone Suttner Wealth Management
Wisconsin
$4.54M +$137K +415 +3%
IWS
3017
Insight Wealth Strategies
California
$4.54M +$173K +524 +4%
SHFA
3018
SC&H Financial Advisors
Maryland
$4.53M -$41K -124 -0.9%
FNBOH
3019
First National Bank of Hutchinson
Kansas
$4.52M -$109K -330 -2%
JWM
3020
Jeppson Wealth Management
California
$4.51M -$143K -433 -3%
MAS
3021
Madden Advisory Services
Florida
$4.51M +$83.3K +252 +2%
LRWA
3022
Long Run Wealth Advisors
New York
$4.51M +$94.2K +285 +2%
AA
3023
Altman Advisors
Illinois
$4.5M +$4.71M +14,263 New
VIA
3024
Vickerman Investment Advisors
Washington
$4.5M -$91.9K -278 -2%
SWA
3025
Sutton Wealth Advisors
Florida
$4.5M +$167K +504 +4%
119 120
121
122 123