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Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
826
Financial Architects (New Jersey)
New Jersey
$251K +$232K +1,952 New
VBCG
827
Valley Brook Capital Group
Pennsylvania
$250K -$61.3K -515 -21%
DAS
828
Dynamic Advisor Solutions
Arizona
$245K -$824K -6,919 -78%
PWM
829
Perigon Wealth Management
California
$245K +$9.53K +80 +4%
SOW
830
State of Wyoming
Wyoming
$244K +$85.6K +719 +61%
NP
831
NorthRock Partners
Minnesota
$241K +$223K +1,874 New
PCP
832
Proficio Capital Partners
Massachusetts
$240K -$96.5K -810 -30%
CIP
833
Convergence Investment Partners
Florida
$240K -$29.3K -246 -12%
EWM
834
EPG Wealth Management
Georgia
$236K -$12.7K -107 -5%
TFA
835
Toth Financial Advisory
Virginia
$236K -$6.43K -54 -3%
PTP
836
Platform Technology Partners
New York
$234K +$218K +1,827 New
MYLI
837
Meiji Yasuda Life Insurance
Japan
$233K -$87.9K -738 -29%
TC
838
Telemus Capital
Michigan
$229K +$213K +1,788 New
APA
839
American Portfolios Advisors
New York
$229K -$2.14K -18 -1%
RIA
840
Regal Investment Advisors
Michigan
$228K -$3.33K -28 -2%
RG
841
Renaissance Group
Kentucky
$226K – – –
NB
842
Northwest Bancshares
Pennsylvania
$225K -$4.88K -41 -2%
HI
843
Humankind Investments
New York
$223K -$6.08K -51 -3%
MG
844
Mather Group
Illinois
$223K +$207K +1,735 New
IGWM
845
ICA Group Wealth Management
Colorado
$222K +$193K +1,621 New
FIM
846
Freedom Investment Management
Connecticut
$220K -$89.3K -750 -30%
BFG
847
Barber Financial Group
Kansas
$220K +$204K +1,715 New
WCA
848
Westover Capital Advisors
Delaware
$219K +$203K +1,707 New
MHR
849
Matthew Hamilton Rosenberg
$218K – – –
RFA
850
Resurgent Financial Advisors
Georgia
$218K +$202K +1,698 New
32 33
34
35 36