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Name Holding Trade Value Shares
Change 		Change in
Stake
KCPG
1751
Kavar Capital Partners Group
Kansas
$643K – – –
FI
1752
FormulaFolio Investments
Michigan
$643K +$664K +14,562 New
HA
1753
Halsey Associates
Connecticut
$641K -$25.1K -550 -4%
SCA
1754
Stonebridge Capital Advisors
Minnesota
$634K +$13.6K +298 +2%
WA
1755
Wealth Architects
California
$632K -$19.5K -427 -3%
BWM
1756
Biltmore Wealth Management
Arizona
$632K -$16K -351 -2%
GAG
1757
GM Advisory Group
New York
$631K -$420K -9,209 -39%
OAM
1758
Occidental Asset Management
California
$629K -$4.11K -90 -0.6%
RVPG
1759
Relative Value Partners Group
$619K +$640K +14,025 New
BOS
1760
Bingham Osborn & Scarborough
California
$614K +$45.4K +996 +8%
MPIA
1761
Mountain Pacific Investment Advisers
Idaho
$612K – – –
AAM
1762
AR Asset Management
California
$609K – – –
SAM
1763
SignalPoint Asset Management
Missouri
$607K – – –
CHP
1764
Cable Hill Partners
Oregon
$604K +$20.9K +457 +3%
QSS
1765
Quantitative Systematic Strategies
Florida
$604K +$175K +3,841 +39%
CWM
1766
Confluence Wealth Management
Oregon
$603K +$3.38K +74 +0.5%
NCM
1767
Novare Capital Management
North Carolina
$603K +$28.5K +624 +5%
BB
1768
Bell Bank
North Dakota
$603K +$297K +6,507 +91%
EWA
1769
EP Wealth Advisors
California
$601K +$52.9K +1,160 +9%
AA
1770
ALPS Advisors
Colorado
$600K +$5.2K +114 +0.8%
PL
1771
Plancorp LLC
Missouri
$599K -$42.2K -925 -6%
FHC
1772
First Houston Capital
Texas
$598K – – –
PAS
1773
Partnervest Advisory Services
California
$594K -$18.7K -410 -3%
PI
1774
Pettee Investors
Connecticut
$594K – – –
SIC
1775
Shoker Investment Counsel
Ohio
$593K -$38.2K -838 -6%
69 70
71
72 73