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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1526
Plancorp LLC
Missouri
$287K -$14.8K -290 -5%
CAS
1527
Cascadia Advisory Services
Oregon
$287K -$10.7K -210 -4%
IF
1528
Intrua Financial
Texas
$286K -$2.56K -50 -0.9%
TA
1529
TFG Advisers
Michigan
$285K – – –
PWM
1530
PRW Wealth Management
Massachusetts
$283K -$590K -11,540 -68%
BMWM
1531
Brown Miller Wealth Management
Virginia
$283K – – –
IGGA
1532
Iron Gate Global Advisors
Utah
$283K +$10.7K +210 +4%
PG
1533
Patten Group
Tennessee
$283K +$28.1K +550 +11%
CPWA
1534
Cerro Pacific Wealth Advisors
California
$283K +$273K +5,350 New
RIA
1535
Regal Investment Advisors
Michigan
$283K +$274K +5,360 New
PWM
1536
Prentice Wealth Management
New York
$282K +$16.9K +330 +7%
RDWM
1537
Red Door Wealth Management
Tennessee
$282K +$273K +5,350 New
PA
1538
PSI Advisors
Florida
$281K – – –
SFG
1539
Sovereign Financial Group
Connecticut
$281K – – –
3F
1540
360 Financial
Minnesota
$280K – – –
MPW
1541
MA Private Wealth
California
$280K – – –
RIM
1542
Rockbridge Investment Management
New York
$279K +$203K +3,980 +304%
FCB
1543
First Command Bank
Texas
$277K – – –
FCFS
1544
First Command Financial Services
Texas
$277K – – –
TPA
1545
Trivium Point Advisory
Connecticut
$275K -$23.5K -460 -8%
MWA
1546
Meridian Wealth Advisors
Texas
$275K +$19.9K +390 +8%
ZAM
1547
Zevin Asset Management
Massachusetts
$275K +$266K +5,200 New
TF
1548
Trek Financial
Arizona
$273K +$65.9K +1,290 +33%
HA
1549
HC Advisors
Georgia
$272K – – –
KM
1550
Kalos Management
Georgia
$271K -$9.2K -180 -3%
60 61
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63 64