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Name Holding Trade Value Shares
Change 		Change in
Stake
FPC
1501
Falcon Point Capital
California
$203K +$202K +4,050 New
WHG
1502
Westwood Holdings Group
Texas
$203K +$202K +4,060 New
GBBWRPM
1503
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$202K +$201K +4,040 New
PWMAG
1504
Pinnacle Wealth Management Advisory Group
New Jersey
$201K -$56.7K -1,140 -22%
IFG
1505
Investors Financial Group
Minnesota
$201K -$19.9K -400 -9%
BAS
1506
Brown Advisory Securities
Maryland
$201K – – –
BMCM
1507
Bryn Mawr Capital Management
Pennsylvania
$201K +$200K +4,010 New
CCM
1508
Crabel Capital Management
California
$201K +$200K +4,020 New
NWM
1509
Northwest Wealth Management
Iowa
$200K -$49.8K -1,000 -20%
DBG
1510
De Burlo Group
Massachusetts
$200K +$199K +4,000 New
PWM
1511
PBMares Wealth Management
Virginia
$200K +$199K +4,000 New
NNP
1512
Nachman Norwood & Parrott
South Carolina
$198K +$197K +3,950 New
CFD
1513
Creative Financial Designs
Indiana
$194K +$111K +2,240 +137%
FEG
1514
Financial Enhancement Group
Indiana
$190K – – –
BDWM
1515
Brewin Dolphin Wealth Management
Ireland
$183K – – –
BAM
1516
Barrett Asset Management
New York
$180K – – –
MA
1517
MCF Advisors
Kentucky
$177K +$44.8K +900 +34%
AA
1518
Advisory Alpha
Michigan
$176K +$164K +3,290 New
LFG
1519
Larson Financial Group
Missouri
$175K -$5.47K -110 -3%
BCM
1520
Birch Capital Management
Texas
$175K – – –
HI
1521
Human Investing
Oregon
$173K -$12.4K -250 -7%
AIM
1522
Acropolis Investment Management
Missouri
$170K – – –
CCM
1523
Covington Capital Management
California
$168K +$14.9K +300 +10%
JAM
1524
JCIC Asset Management
Ontario, Canada
$166K +$12.9K +260 +8%
WCG
1525
Weaver Consulting Group
California
$164K +$42.8K +860 +36%
59 60
61
62 63