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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
751
Cynosure Group
Utah
$445K +$11.3K +210 +3%
WMA
752
West Michigan Advisors
Michigan
$445K -$125K -2,330 -23%
WR
753
WD Rutherford
Oregon
$441K -$29.3K -545 -7%
BCWM
754
Bartlett & Co Wealth Management
Ohio
$439K – – –
KLI
755
Kelman-Lazarov Inc
Tennessee
$438K – – –
KFS
756
Kurt F. Somerville
$436K – – –
PA
757
Parallel Advisors
California
$435K +$18.8K +350 +5%
BCM
758
Brookstone Capital Management
Illinois
$434K -$87.9K -1,635 -18%
GVAG
759
Great Valley Advisor Group
Delaware
$430K -$79K -1,470 -17%
KFS
760
Keynote Financial Services
Connecticut
$427K – – –
YMRC
761
Yorktown Management & Research Company
Virginia
$422K – – –
HIP
762
HUB Investment Partners
Texas
$419K +$26.9K +500 +7%
PS
763
Principal Securities
Iowa
$418K +$109K +2,020 +39%
TI
764
TrueMark Investments
Illinois
$417K +$1.61K +30 +0.4%
VFA
765
Valeo Financial Advisors
Indiana
$415K +$40K +745 +12%
WH
766
Willner & Heller
California
$414K +$1.34K +25 +0.4%
BW
767
Bison Wealth
Georgia
$410K -$355K -6,595 -48%
PAS
768
Park Avenue Securities
New York
$410K -$3.76K -70 -1%
SI
769
Symmetry Investments
Jersey
$408K +$377K +7,020 New
SRL
770
Scientech Research LLC
New Jersey
$406K -$1.41M -26,320 -79%
WI
771
WrapManager Inc
California
$406K +$6.45K +120 +2%
BFW
772
Brady Family Wealth
Missouri
$404K -$6.18K -115 -2%
SMH
773
Sanders Morris Harris
Texas
$400K – – –
NP
774
NorthRock Partners
Minnesota
$392K -$5.11K -95 -1%
RI
775
Ridgewood Investments
New Jersey
$391K -$593K -11,025 -62%
29 30
31
32 33