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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
1501
Polaris Wealth Advisory Group
California
$647K -$39.7K -339 -6%
BFC
1502
Bedel Financial Consulting
Indiana
$646K -$5.85K -50 -0.8%
F
1503
F3Logic
Minnesota
$645K -$13.6K -116 -2%
DTC
1504
Davidson Trust Company
Washington
$645K +$37.4K +319 +6%
KP
1505
Keel Point
Alabama
$642K +$32.1K +274 +5%
BCA
1506
Bay Colony Advisors
Massachusetts
$642K +$44K +376 +7%
NB
1507
Nicolet Bankshares
Wisconsin
$639K -$120K -1,028 -15%
MFG
1508
Menard Financial Group
Texas
$638K -$140K -1,195 -17%
SIC
1509
Salem Investment Counselors
North Carolina
$638K +$12.1K +103 +2%
GWS
1510
Glassman Wealth Services
Virginia
$637K +$33.7K +288 +5%
TSWM
1511
Triangle Securities Wealth Management
North Carolina
$636K -$2.69K -23 -0.4%
SCM
1512
Stordahl Capital Management
Colorado
$634K – – –
DJSG
1513
D.J. St. Germain
Massachusetts
$632K – – –
EM
1514
Excalibur Management
Massachusetts
$632K – – –
CCFM
1515
Clear Creek Financial Management
Washington
$632K +$457K +3,900 +214%
IWS
1516
Insight Wealth Strategies
California
$630K +$27.2K +232 +4%
TIA
1517
Tiemann Investment Advisors
California
$628K – – –
TSS
1518
Two Sigma Securities
New York
$628K +$320K +2,732 +92%
SDAM
1519
Shulman DeMeo Asset Management
New York
$625K +$664K +5,669 New
AIM
1520
Acropolis Investment Management
Missouri
$623K -$38.6K -330 -5%
SFA
1521
Source Financial Advisors
New York
$623K -$8.78K -75 -1%
TF
1522
Threadgill Financial
Texas
$618K +$648K +5,537 New
SAM
1523
SignalPoint Asset Management
Missouri
$617K -$7.84K -67 -1%
PWMG
1524
Pinnacle Wealth Management Group
Michigan
$616K -$87.8K -750 -12%
VAM
1525
Verity Asset Management
North Carolina
$614K -$51.6K -441 -7%
59 60
61
62 63