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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1401
SkyOak Wealth
Michigan
$229K +$216K +9,710 New
FANJ
1402
Financial Architects (New Jersey)
New Jersey
$228K +$215K +9,670 New
BWM
1403
Birchcreek Wealth Management
Ohio
$228K +$215K +9,690 New
EHC
1404
Everett Harris & Co
California
$227K +$214K +9,630 New
EA
1405
Emerald Advisers
Pennsylvania
$227K +$214K +9,640 New
PWS
1406
Precision Wealth Strategies
Missouri
$226K -$116K -5,210 -39%
BFA
1407
Beaumont Financial Advisors
Massachusetts
$226K +$213K +9,590 New
SA
1408
SFI Advisors
New Jersey
$225K +$213K +9,580 New
PP
1409
Paloma Partners
Connecticut
$224K +$211K +9,510 New
DWM
1410
Destination Wealth Management
California
$223K +$210K +9,470 New
SWA
1411
Sax Wealth Advisors
New Jersey
$222K +$210K +9,450 New
PVH
1412
Psagot Value Holdings
Israel
$221K +$30.4K +1,370 +17%
OIM
1413
Oder Investment Management
California
$221K +$209K +9,400 New
AWA
1414
Aaron Wealth Advisors
Illinois
$220K +$207K +9,340 New
VWM
1415
Vigilare Wealth Management
Arizona
$219K +$207K +9,300 New
PHIC
1416
Pine Haven Investment Counsel
Massachusetts
$219K +$207K +9,320 New
DP
1417
Dearborn Partners
Illinois
$218K +$205K +9,240 New
KPWG
1418
KFA Private Wealth Group
Virginia
$218K +$205K +9,250 New
SIG
1419
Stonegate Investment Group
Alabama
$218K +$205K +9,250 New
SFG
1420
StrategIQ Financial Group
Indiana
$217K +$204K +9,200 New
SCA
1421
Sandy Cove Advisors
Massachusetts
$217K +$205K +9,210 New
SA
1422
SWM Advisors
Florida
$216K +$204K +9,180 New
CSIC
1423
Clifford Swan Investment Counsel
California
$215K +$203K +9,150 New
OAM
1424
Oak Asset Management
California
$214K +$202K +9,100 New
BBL
1425
Beck Bode LLC
Massachusetts
$213K +$201K +9,030 New
55 56
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