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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1101
Plante Moran Financial Advisors
Michigan
$117K +$1.22K +24 +1%
CFG
1102
CKW Financial Group
Hawaii
$112K – – –
BMM
1103
Buffington Mohr McNeal
Idaho
$112K +$107K +2,100 New
AF
1104
Allworth Financial
California
$111K +$254 +5 +0.2%
VNA
1105
Valley National Advisers
Pennsylvania
$109K -$18.9K -372 -15%
MUS
1106
Mitsubishi UFJ Securities
Japan
$109K +$9.64K +190 +10%
DBT
1107
Dubuque Bank & Trust
Iowa
$108K -$25.4K -500 -20%
AP
1108
Atwood & Palmer
Missouri
$108K +$30.9K +610 +44%
WP
1109
WealthPLAN Partners
Nebraska
$100K -$16K -316 -14%
AWM
1110
AllSquare Wealth Management
New York
$100K -$1.98K -39 -2%
AIM
1111
Advantage Investment Management
Iowa
$97K – – –
EWM
1112
Endurance Wealth Management
Rhode Island
$97K +$91.3K +1,800 New
ACM
1113
Aviance Capital Management
Florida
$97K +$91.6K +1,806 New
JFA
1114
JNBA Financial Advisors
Minnesota
$88K -$40.6K -800 -33%
SSG
1115
Summit Securities Group
New York
$86K -$6.77M -133,400 -99%
CS
1116
Credential Securities
$84.5K +$80K +1,576 New
CAW
1117
Cornerstone Advisors (Washington)
Washington
$84K +$38.6K +760 +93%
MAS
1118
Madden Advisory Services
Florida
$81K +$77.2K +1,521 New
PSI
1119
Pinnacle Summer Investments
Virginia
$75K -$55.9K -1,102 -44%
SHJ
1120
Sharkey, Howes & Javer
Colorado
$72K – – –
LWA
1121
Lowe Wealth Advisors
Maryland
$60K – – –
TCM
1122
TD Capital Management
Tennessee
$60K +$152 +3 +0.3%
NCM
1123
Nelson Capital Management
California
$59K -$32.5K -640 -37%
SIG
1124
Stanford Investment Group
California
$59K -$5.83K -115 -9%
SJIM
1125
St. Johns Investment Management
Florida
$59K – – –
43 44
45
46 47