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Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1026
D.J. St. Germain
Massachusetts
$1.3M +$168K +1,780 +16%
SAIG
1027
Semper Augustus Investments Group
Colorado
$1.3M – – –
GRP
1028
Global Retirement Partners
California
$1.3M +$18.8K +199 +2%
BSAM
1029
Blue Square Asset Management
New York
$1.3M +$2.17K +23 +0.2%
GC
1030
Grimes & Company
Massachusetts
$1.3M +$53.6K +569 +5%
FFC
1031
First Financial Corp
Indiana
$1.29M -$41.8K -443 -3%
RA
1032
Rational Advisors
New York
$1.29M -$5.28K -56 -0.4%
SMFS
1033
Squar Milner Financial Services
California
$1.29M -$96K -1,018 -7%
MWA
1034
Moser Wealth Advisors
Washington
$1.28M +$1.19M +12,658 New
BSW
1035
Buckingham Strategic Wealth
Missouri
$1.27M +$76K +806 +7%
GVAG
1036
Great Valley Advisor Group
Delaware
$1.27M +$557K +5,908 +89%
EWM
1037
Elmwood Wealth Management
California
$1.27M -$5K -53 -0.4%
PCS
1038
Personal CFO Solutions
New Jersey
$1.27M -$2.07K -22 -0.2%
OAM
1039
Optimal Asset Management
California
$1.27M +$1.18M +12,538 New
TSWM
1040
Triangle Securities Wealth Management
North Carolina
$1.27M -$16.5K -175 -1%
CA
1041
Cambridge Advisors
Nebraska
$1.27M +$2.83K +30 +0.2%
CHJWM
1042
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.26M +$7.07K +75 +0.6%
PCTC
1043
Perkins Coie Trust Company
Washington
$1.26M -$212K -2,250 -15%
CPA
1044
Court Place Advisors
Maryland
$1.26M – – –
PF
1045
Phoenix Financial
Israel
$1.26M +$1.18M +12,494 New
AIM
1046
Acropolis Investment Management
Missouri
$1.25M -$6.6K -70 -0.6%
WAP
1047
Wealthcare Advisory Partners
Pennsylvania
$1.25M +$727K +7,707 +165%
DAS
1048
Dynamic Advisor Solutions
Arizona
$1.25M -$31K -329 -3%
MCM
1049
Mengis Capital Management
Oregon
$1.25M -$1.7K -18 -0.1%
ACM
1050
Argent Capital Management
Missouri
$1.25M – – –
40 41
42
43 44