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Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1501
Jaffetilchin Investment Partners
Florida
$214K -$435K -3,929 -68%
BCI
1502
Brinker Capital Investments
Pennsylvania
$214K -$5.1K -46 -2%
VCA
1503
Verdence Capital Advisors
Maryland
$214K +$207K +1,871 New
SIA
1504
Starfire Investment Advisers
Michigan
$214K +$208K +1,878 New
ECAM
1505
East Coast Asset Management
Massachusetts
$213K +$206K +1,857 New
WA
1506
Wealth Architects
California
$213K +$206K +1,861 New
WA
1507
Winfield Associates
Ohio
$212K +$205K +1,850 New
LA
1508
LexAurum Advisors
Kansas
$212K +$205K +1,853 New
FMW
1509
Farr Miller & Washington
District of Columbia
$211K +$205K +1,846 New
CYG
1510
Clean Yield Group
Vermont
$210K – – –
BST
1511
Bath Savings Trust
Maine
$210K +$203K +1,835 New
FMBTD
1512
First Midwest Bank Trust Division
Illinois
$210K +$204K +1,837 New
OMC
1513
Old Mission Capital
Illinois
$209K +$202K +1,823 New
PWP
1514
Principle Wealth Partners
Connecticut
$208K +$201K +1,813 New
SG
1515
Somerset Group
Minnesota
$208K +$201K +1,817 New
PFBT
1516
Parkside Financial Bank & Trust
Missouri
$207K +$2.99K +27 +2%
FCB
1517
First Command Bank
Texas
$207K +$33.3K +300 +20%
FCFS
1518
First Command Financial Services
Texas
$207K +$33.3K +300 +20%
RCS
1519
Retirement Capital Strategies
California
$207K +$199K +1,800 New
LDB
1520
Lee, Danner & Bass
Tennessee
$207K +$200K +1,807 New
APG
1521
Abacus Planning Group
South Carolina
$206K +$199K +1,799 New
ATFA
1522
All Terrain Financial Advisors
Minnesota
$205K -$55.4K -500 -22%
KCM
1523
Karp Capital Management
California
$205K -$35.5K -320 -15%
OC
1524
Oakworth Capital
Alabama
$205K -$1.77K -16 -0.9%
ITIM
1525
Indiana Trust & Investment Management
Indiana
$204K +$197K +1,780 New
59 60
61
62 63