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Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
3226
Tilia Fiduciary Partners
North Carolina
$3.77M +$86.2K +275 +3%
CSC
3227
Caldwell Sutter Capital
California
$3.76M +$1.04M +3,309 +43%
CFA
3228
Cahill Financial Advisors
Minnesota
$3.76M +$13.2K +42 +0.4%
AFS
3229
Access Financial Services
Minnesota
$3.75M -$257K -819 -7%
SIM
3230
Sterling Investment Management
Arizona
$3.75M -$42K -134 -1%
AWM
3231
Ameliora Wealth Management
Switzerland
$3.75M -$599K -1,911 -14%
CRCM
3232
Crystal Rock Capital Management
Illinois
$3.74M +$235K +750 +7%
TA
3233
TFB Advisors
Kansas
$3.72M +$529K +1,689 +18%
KA
3234
Keene & Associates
Texas
$3.72M -$943K -3,009 -22%
AGAM
3235
Audent Global Asset Management
California
$3.72M -$3M -9,580 -47%
WWM
3236
WJ Wealth Management
Arizona
$3.72M +$2.7M +8,613 +375%
NF
3237
Nvest Financial
New Hampshire
$3.71M +$110K +350 +3%
NG
3238
Northstar Group
New York
$3.71M +$24.8K +79 +0.7%
WAM
3239
Walker Asset Management
Missouri
$3.71M +$24.8K +79 +0.7%
IAG
3240
Investment Advisory Group
Massachusetts
$3.7M +$344K +1,097 +11%
WCM
3241
WealthBridge Capital Management
Ohio
$3.7M -$522K -1,667 -13%
PWM
3242
PBMares Wealth Management
Virginia
$3.7M +$19.7K +63 +0.6%
VCM
3243
Venator Capital Management
Ontario, Canada
$3.7M -$516K -1,645 -13%
HWM
3244
Horizon Wealth Management
Illinois
$3.69M +$125K +398 +4%
BHIC
3245
Bassett Hargrove Investment Counsel
Delaware
$3.69M -$15.4K -49 -0.3%
DFG
3246
Delphi Financial Group
Delaware
$3.68M – – –
WAM
3247
Weiss Asset Management
Massachusetts
$3.67M +$2.9M +9,262 +607%
CFG
3248
Carr Financial Group
Massachusetts
$3.66M +$131K +417 +4%
AA
3249
Alesco Advisors
New York
$3.66M -$14.1K -45 -0.4%
FOA
3250
Five Oceans Advisors
California
$3.66M +$11K +35 +0.3%
128 129
130
131 132