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Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
326
Arax Advisory Partners
Colorado
$71K -$6.62K -470 -8%
GWM
327
Geneos Wealth Management
Colorado
$69K +$5.63K +400 +8%
FCB
328
First Command Bank
Texas
$68K – – –
FCFS
329
First Command Financial Services
Texas
$68K – – –
CFG
330
CKW Financial Group
Hawaii
$64K +$32K +2,270 +98%
GSC
331
G&S Capital
Colorado
$62K – – –
CI
332
CX Institutional
Indiana
$62K +$14.1K +1,000 +29%
CCM
333
Covington Capital Management
California
$56K – – –
EWA
334
Evolution Wealth Advisors
Florida
$56K +$56.4K +4,010 New
JA
335
JOYN Advisors
Georgia
$55K – – –
WWM
336
Willingdon Wealth Management
North Carolina
$55K +$56.3K +4,000 New
CLM
337
ClearBridge LLC (Maryland)
Maryland
$54K – – –
ME
338
McIlrath & Eck
Washington
$54K +$25.1K +1,780 +83%
SWP
339
Strategic Wealth Partners
Ohio
$47K +$32.4K +2,300 +307%
CFGS
340
Concourse Financial Group Securities
Alabama
$44K +$11.8K +840 +35%
BBHC
341
Brown Brothers Harriman & Co
New York
$43K +$22K +1,560 +101%
TL
342
TrueWealth LLC
Georgia
$42K – – –
RFC
343
Regions Financial Corp
Alabama
$39K -$49.3K -3,500 -55%
CLOS
344
Compagnie Lombard Odier SCmA
Switzerland
$37K -$70.4K -5,000 -65%
RFA
345
Reilly Financial Advisors
California
$36K +$14.1K +1,000 +64%
BTNA
346
Bremer Trust National Association
Minnesota
$36K +$36.9K +2,620 New
NSIM
347
North Star Investment Management
Illinois
$29K +$14.1K +1,000 +91%
PCG
348
Private Capital Group
Connecticut
$28K – – –
MWC
349
MKD Wealth Coaches
Michigan
$28K +$28.2K +2,000 New
OIA
350
Optimum Investment Advisors
Illinois
$28K +$28.2K +2,000 New
12 13
14
15 16