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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1001
Mark Sheptoff Financial Planning
Connecticut
$248K – – –
ZIC
1002
ZWJ Investment Counsel
Georgia
$248K +$209K +1,700 New
BFC
1003
Bedel Financial Consulting
Indiana
$244K – – –
OIA
1004
Optimum Investment Advisors
Illinois
$243K +$30.8K +250 +18%
APW
1005
Austin Private Wealth
Texas
$243K +$205K +1,660 New
CI
1006
CX Institutional
Indiana
$240K – – –
AIM
1007
Acropolis Investment Management
Missouri
$240K +$6.16K +50 +3%
SWM
1008
Salvus Wealth Management
New Jersey
$239K +$202K +1,640 New
AI
1009
Accredited Investors
Minnesota
$238K +$201K +1,630 New
PO
1010
Private Ocean
California
$234K -$6.16K -50 -3%
FCH
1011
Freestone Capital Holdings
Washington
$234K +$197K +1,600 New
FIA
1012
Foundations Investment Advisors
Arizona
$229K +$189K +1,530 New
WP
1013
WMS Partners
Maryland
$229K +$193K +1,570 New
AIP
1014
Almanack Investment Partners
Pennsylvania
$228K -$44.4K -360 -19%
SP
1015
Successful Portfolios
Florida
$225K +$190K +1,540 New
KCM
1016
Kathmere Capital Management
Pennsylvania
$224K -$49.3K -400 -21%
SCA
1017
Spearhead Capital Advisors
Florida
$224K +$189K +1,530 New
CAS
1018
Cascadia Advisory Services
Oregon
$223K +$189K +1,530 New
PI
1019
Pachira Investments
California
$222K +$187K +1,520 New
CCM
1020
Cribstone Capital Management
Maine
$221K – – –
CG
1021
Corundum Group
Colorado
$221K +$186K +1,510 New
WC
1022
Whitney & Co
New York
$221K +$186K +1,510 New
SCA
1023
Sassicaia Capital Advisers
New York
$219K -$604K -4,900 -77%
BONH
1024
Bank of New Hampshire
New Hampshire
$219K +$185K +1,500 New
GWM
1025
Gray Wealth Management
Maine
$219K +$185K +1,500 New
39 40
41
42 43