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Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
676
Seven Post Investment Office
California
$566K – – –
RCM
677
Requisite Capital Management
Texas
$566K +$210K +2,000 +67%
SBH
678
Segall Bryant & Hamill
Illinois
$563K +$2.1K +20 +0.4%
PWPS
679
Pinnacle Wealth Planning Services
Ohio
$563K +$113K +1,080 +28%
WWA
680
WC Walker & Associates
California
$561K +$410K +3,910 New
AWA
681
Arete Wealth Advisors
Illinois
$560K -$51.4K -490 -9%
QI
682
QS Investors
New York
$558K – – –
FCB
683
First Command Bank
Texas
$557K – – –
FCFS
684
First Command Financial Services
Texas
$557K – – –
VC
685
Veracity Capital
Georgia
$556K +$81.9K +780 +19%
JWBC
686
J.W. Burns & Co
New York
$555K +$26.2K +250 +5%
LWCFA
687
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$555K +$514K +4,900 New
HI
688
Harrington Investments
California
$554K +$9.45K +90 +2%
WC
689
Woodstock Corp
Massachusetts
$550K – – –
P
690
Paradiem
Louisiana
$550K +$529K +5,040 New
VHAM
691
Van Hulzen Asset Management
California
$549K -$94.5K -900 -16%
TC
692
Tacita Capital
Ontario, Canada
$548K +$510K +4,860 New
WMP
693
Wealth Management Partners
Arizona
$546K +$494K +4,710 New
MIM
694
Montgomery Investment Management
Maryland
$543K – – –
FI
695
FormulaFolio Investments
Michigan
$540K +$289K +2,750 +136%
SRAM
696
Spouting Rock Asset Management
Pennsylvania
$540K +$501K +4,770 New
VFM
697
Vivid Financial Management
California
$538K +$499K +4,750 New
SAS
698
Sanford Advisory Services
Michigan
$537K +$498K +4,740 New
FNBT
699
FineMark National Bank & Trust
Florida
$534K +$11.5K +110 +2%
BSW
700
Buckingham Strategic Wealth
Missouri
$531K -$63K -600 -11%
26 27
28
29 30