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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
951
Nelson Capital Management
California
$29K – – –
QAM
952
QCI Asset Management
New York
$29K – – –
FPFS
953
First Personal Financial Services
North Carolina
$29K +$30.7K +804 New
ACS
954
Archford Capital Strategies
Illinois
$25K +$25.8K +675 New
BCM
955
Blume Capital Management
California
$24K – – –
DSC
956
Duncker Streett & Co
Missouri
$22K – – –
KLI
957
Kelman-Lazarov Inc
Tennessee
$21.8K -$3.82K -100 -14%
GAM
958
Gemmer Asset Management
California
$21K -$1.91K -50 -8%
NC
959
NewSquare Capital
Pennsylvania
$21K -$1.19K -31 -5%
FWM
960
Focused Wealth Management
New York
$21K – – –
TWA
961
TCI Wealth Advisors
Arizona
$21K +$1.07K +28 +5%
PFBT
962
Parkside Financial Bank & Trust
Missouri
$20K -$382 -10 -2%
EFSCE
963
Enterprise Financial Services Corp (EFSC)
Missouri
$20K – – –
WAS
964
Winch Advisory Services
Wisconsin
$20K – – –
SBL
965
Sargent Bickham Lagudis
Colorado
$19K -$17K -445 -46%
KF
966
Krilogy Financial
Missouri
$19K +$3.82K +100 +23%
PWM
967
Perigon Wealth Management
California
$18K +$18.4K +481 New
RBC
968
Roble Belko & Company
Pennsylvania
$18K +$19.1K +500 New
TDC
969
Thompson Davis & Co
Virginia
$17K -$28.7K -750 -61%
PMFA
970
Plante Moran Financial Advisors
Michigan
$17K +$3.02K +79 +21%
PFSC
971
Peoples Financial Services Corp
Pennsylvania
$16K – – –
TFO
972
Tarbox Family Office
California
$16K – – –
KT
973
Kanaly Trust
Texas
$16K +$1.07K +28 +7%
DPA
974
Delphi Private Advisors
California
$15K – – –
DSN
975
D. Scott Neal
Kentucky
$15K – – –
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