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TEL

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
551
Reilly Financial Advisors
California
$26K – – –
PK
552
Pflug Koory
Nebraska
$24K – – –
PFBT
553
Parkside Financial Bank & Trust
Missouri
$23K -$25.8K -343 -54%
CFA
554
Carroll Financial Associates
North Carolina
$23K -$904 -12 -4%
CDIA
555
Capital Directions Investment Advisors
Georgia
$23K – – –
CTC
556
Central Trust Company
Missouri
$22K – – –
ZB
557
Zions Bancorporation
Utah
$21K -$7.68K -102 -28%
SSB
558
Sandy Spring Bank
Maryland
$21K -$2.41K -32 -11%
BWA
559
BDO Wealth Advisors
Florida
$21K – – –
TCM
560
TD Capital Management
Tennessee
$20K – – –
RCA
561
Ranch Capital Advisors
Florida
$19K – – –
CI
562
CX Institutional
Indiana
$19K +$6.48K +86 +61%
TL
563
TrueWealth LLC
Georgia
$17K -$1.21K -16 -7%
BWA
564
Burt Wealth Advisors
Maryland
$17K – – –
DAM
565
Delta Asset Management
Tennessee
$17K – – –
DI
566
Disciplined Investments
Oklahoma
$16K – – –
KTC
567
Kistler-Tiffany Companies
Pennsylvania
$16K +$2.94K +39 +24%
BAM
568
Barrett Asset Management
New York
$16K +$15.1K +200 New
FANJ
569
Financial Architects (New Jersey)
New Jersey
$15K -$3.54K -47 -20%
BAMG
570
Brand Asset Management Group
Missouri
$15K – – –
TI
571
tru Independence
Oregon
$15K – – –
KPW
572
Kore Private Wealth
New York
$15K +$828 +11 +6%
OC
573
Oakworth Capital
Alabama
$15K +$6.33K +84 +84%
CFFP
574
Center for Financial Planning
Michigan
$14K – – –
TF
575
TimeScale Financial
Massachusetts
$14K +$75 +1 +0.6%
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