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Name Holding Trade Value Shares
Change 		Change in
Stake
BCMO
1501
Buckingham Capital Management (Ohio)
Ohio
$620K -$326K -28,000 -38%
BW
1502
Bison Wealth
Georgia
$619K -$1.86K -160 -0.3%
OWA
1503
Outlook Wealth Advisors
Texas
$616K +$1.86K +160 +0.4%
CPA
1504
Capital Planning Advisors
California
$615K +$72.6K +6,240 +16%
ARMT
1505
Amica Retiree Medical Trust
Rhode Island
$612K – – –
MIA
1506
MainStreet Investment Advisors
Illinois
$610K -$2.57M -221,000 -83%
CHC
1507
City Holding Co
West Virginia
$609K – – –
NB
1508
NBT Bank
New York
$609K +$46.5K +4,000 +10%
LSC
1509
Lyon Street Capital
California
$609K +$524K +45,000 New
FNBTCON
1510
First National Bank & Trust Co of Newtown
Pennsylvania
$606K – – –
MPCG
1511
Matrix Private Capital Group
New York
$606K – – –
MLFP
1512
MPS Loria Financial Planners
Illinois
$603K – – –
ECG
1513
Edge Capital Group
Georgia
$601K +$21.4K +1,840 +4%
SIAS
1514
Shine Investment Advisory Services
Colorado
$600K -$81.5K -7,000 -14%
RI
1515
Ridgewood Investments
New Jersey
$600K – – –
FVWA
1516
Foster Victor Wealth Advisors
South Carolina
$599K +$3.26K +280 +0.6%
AIM
1517
Acropolis Investment Management
Missouri
$598K +$101K +8,640 +24%
GS
1518
Gagnon Securities
New York
$596K -$85.2K -7,320 -14%
HHGA
1519
Halbert Hargrove Global Advisors
California
$596K -$12.6K -1,080 -2%
HCM
1520
Highlander Capital Management
New Jersey
$595K +$46.5K +4,000 +10%
VWA
1521
Visionary Wealth Advisors
Illinois
$592K +$29.8K +2,560 +6%
AFAS
1522
Acorn Financial Advisory Services
Virginia
$591K +$97.7K +8,400 +24%
WA
1523
Wambolt & Associates
Colorado
$585K -$2.33K -200 -0.5%
PRWA
1524
Platte River Wealth Advisors
Colorado
$585K – – –
WI
1525
WrapManager Inc
California
$583K +$39.6K +3,400 +9%
59 60
61
62 63