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Name Holding Trade Value Shares
Change 		Change in
Stake
ZCM
426
Zebra Capital Management
Connecticut
$98K +$92.3K +1,369 New
SW
427
SkyOak Wealth
Michigan
$97K +$91K +1,350 New
RC
428
RegentAtlantic Capital
New Jersey
$96K -$8.36K -124 -8%
IAA
429
Independent Advisor Alliance
North Carolina
$96K -$1.89K -28 -2%
NB
430
Norinchukin Bank
Japan
$96K +$4.51K +67 +5%
CAN
431
Claraphi Advisory Network
United States
$94K – – –
BC
432
Burney Company
Virginia
$94K +$88.1K +1,308 New
TFS
433
TrustCore Financial Services
Tennessee
$93K – – –
MWP
434
Meridian Wealth Partners
Pennsylvania
$93K +$87.6K +1,300 New
VWA
435
V Wealth Advisors
Kansas
$90K – – –
PMFA
436
Plante Moran Financial Advisors
Michigan
$90K +$15.8K +234 +23%
MW
437
Marcum Wealth
Ohio
$90K +$84.8K +1,258 New
PP
438
Parplus Partners
New York
$89K +$83.6K +1,240 New
LS
439
Livforsakringsbolaget Skandia
Sweden
$88K -$10.8K -160 -11%
AIA
440
Alera Investment Advisors
Illinois
$88K +$83.1K +1,233 New
DC
441
Davenport & Co
Virginia
$87K -$16.8K -250 -17%
FLPIM
442
F.L. Putnam Investment Management
Massachusetts
$86K -$9.7K -144 -11%
CB
443
Cadence Bank
Mississippi
$86K – – –
HC
444
Hamilton Capital
Ohio
$86K – – –
GWS
445
Glassman Wealth Services
Virginia
$85K +$606 +9 +0.8%
WAS
446
Wealth Advisory Solutions
Indiana
$85K +$80.5K +1,194 New
BB
447
Busey Bank
Illinois
$84K – – –
BCM
448
BTR Capital Management
California
$82K – – –
RMDI
449
R.M. Davis Inc
Maine
$82K – – –
GG
450
Gofen & Glossberg
Illinois
$82K +$77.1K +1,144 New
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