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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2101
Birinyi Associates
Connecticut
$13.5M +$683K +1,687 +5%
PCS
2102
Personal CFO Solutions
New Jersey
$13.5M +$678K +1,676 +5%
WKWM
2103
Walter & Keenan Wealth Management
Indiana
$13.5M +$11.3K +28 +0.1%
ACM
2104
Accent Capital Management
Ohio
$13.5M -$3M -7,408 -17%
PL
2105
Plancorp LLC
Missouri
$13.5M +$268K +662 +2%
SAM
2106
Stansberry Asset Management
Texas
$13.5M -$150K -370 -1%
TIP
2107
Torray Investment Partners
Maryland
$13.5M -$16.8M -41,572 -53%
RFN
2108
RDA Financial Network
Iowa
$13.5M +$1.65M +4,078 +13%
IAS
2109
Investment Advisory Services
Texas
$13.5M -$204K -503 -1%
JWM
2110
Jessup Wealth Management
Ohio
$13.5M +$2.44M +6,037 +20%
SWK
2111
Stephen W. Kidder
$13.4M +$411K +1,015 +3%
LSWM
2112
Lorne Steinberg Wealth Management
Canada
$13.4M +$458K +1,132 +3%
LA
2113
LVW Advisors
New York
$13.4M -$361K -893 -2%
AF
2114
Arrow Financial
New York
$13.4M +$82.9K +205 +0.6%
ST
2115
Somerset Trust
Pennsylvania
$13.4M +$692K +1,710 +5%
NAM
2116
Nutshell Asset Management
United Kingdom
$13.4M -$1.21M -2,988 -8%
HCA
2117
Heck Capital Advisors
Wisconsin
$13.4M +$8.99M +22,229 +164%
HWMO
2118
Heritage Wealth Management (Ohio)
Ohio
$13.3M +$14.5M +35,768 New
WFA
2119
Wellspring Financial Advisors
Ohio
$13.3M -$12M -29,712 -6%
DFA
2120
Delta Financial Advisors
Louisiana
$13.3M -$196K -484 -1%
MW
2121
Marble Wealth
Alabama
$13.3M -$586K -1,448 -4%
SWM
2122
Sendero Wealth Management
Texas
$13.3M -$8.05M -19,885 -36%
SAA
2123
Southeast Asset Advisors
Georgia
$13.3M +$344K +851 +2%
PGA
2124
Portland Global Advisors
Maine
$13.3M +$883K +2,182 +7%
CICC
2125
Capital Investment Counsel (Colorado)
Colorado
$13.3M +$97.1K +240 +0.7%
83 84
85
86 87