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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
951
FineMark National Bank & Trust
Florida
$367K +$359K +4,499 New
NAG
952
Northstar Advisory Group
New Jersey
$366K – – –
PSP
953
Principal Street Partners
Tennessee
$365K +$1.04K +13 +0.3%
RIA
954
Regal Investment Advisors
Michigan
$363K +$1.28K +16 +0.4%
AFG
955
Albion Financial Group
Utah
$362K – – –
EWM
956
Empirical Wealth Management
Washington
$360K +$149K +1,870 +73%
CIA
957
Choate Investment Advisors
Massachusetts
$360K -$82.6K -1,034 -19%
GIM
958
Greenwich Investment Management
Connecticut
$360K – – –
TIM
959
Thompson Investment Management
Wisconsin
$359K – – –
BP
960
Ballentine Partners
Massachusetts
$358K +$13K +163 +4%
CAM
961
Covenant Asset Management
New Jersey
$356K +$3.99K +50 +1%
BFC
962
Bedel Financial Consulting
Indiana
$355K +$479 +6 +0.1%
CAAS
963
Capital Asset Advisory Services
Michigan
$352K +$1.12K +14 +0.3%
BAM
964
BOS Asset Management
Illinois
$350K -$2.32K -29 -0.7%
HSA
965
HBK Sorce Advisory
Pennsylvania
$348K -$80.3K -1,005 -19%
IGAM
966
iA Global Asset Management
Quebec, Canada
$348K +$4.71K +59 +1%
DWM
967
Diversify Wealth Management
Utah
$347K +$353K +4,415 New
AIP
968
Almanack Investment Partners
Pennsylvania
$345K – – –
MW
969
Melia Wealth
Oklahoma
$344K +$32K +400 +10%
FMII
970
Farmers & Merchants Investments Inc
Nebraska
$343K +$79.9K +1,000 +31%
FG
971
Fiduciary Group
Georgia
$343K +$7.99K +100 +2%
PA
972
Pinnacle Associates
New York
$342K +$399 +5 +0.1%
JCM
973
Jacobi Capital Management
Pennsylvania
$342K -$220K -2,748 -40%
HCA
974
Heck Capital Advisors
Wisconsin
$340K -$959 -12 -0.3%
IPWA
975
International Private Wealth Advisors
California
$339K -$50.1K -627 -13%
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