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Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
926
Southland Equity Partners
Missouri
$326K – – –
WWM
927
Western Wealth Management
Colorado
$325K -$221K -1,790 -44%
DFA
928
Delta Financial Advisors
Louisiana
$323K +$49.3K +400 +22%
RC
929
RegentAtlantic Capital
New Jersey
$321K +$1.23K +10 +0.5%
WA
930
Wealth Architects
California
$320K +$4.93K +40 +2%
NDSI
931
Newman Dignan & Sheerar Inc
Rhode Island
$317K +$2.46K +20 +0.9%
PWM
932
Perigon Wealth Management
California
$316K -$20.9K -170 -7%
CAM
933
Carret Asset Management
New York
$316K +$266K +2,160 New
CPC
934
Congress Park Capital
New York
$316K +$266K +2,160 New
MTC
935
McDaniel Terry & Co
Texas
$314K -$6.16K -50 -2%
VWM
936
Valley Wealth Managers
New Jersey
$314K – – –
LFA
937
Landmark Financial Advisors
Kentucky
$314K +$265K +2,150 New
EWM
938
Executive Wealth Management
Michigan
$312K -$112K -910 -30%
CB
939
CNB Bank
Pennsylvania
$312K +$27.1K +220 +12%
PA
940
Pinnacle Associates
New York
$311K -$142K -1,150 -35%
BCM
941
Bourgeon Capital Management
Connecticut
$311K – – –
CFA
942
Capstone Financial Advisors
Illinois
$311K – – –
LWIC
943
Leith Wheeler Investment Counsel
British Columbia, Canada
$310K – – –
CPO
944
Cerity Partners OCIO
New York
$308K -$17.3K -140 -6%
HIP
945
HUB Investment Partners
Texas
$307K +$34.5K +280 +15%
PA
946
PSI Advisors
Florida
$306K +$259K +2,100 New
CAM
947
Cypress Asset Management
Texas
$305K – – –
SFS
948
Summit Financial Strategies
Ohio
$301K – – –
HWA
949
HHM Wealth Advisors
Tennessee
$301K +$160K +1,300 +171%
MCM
950
Maple Capital Management
Vermont
$300K – – –
36 37
38
39 40