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Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
601
Pittenger & Anderson Inc
Nebraska
$106K +$13.1K +600 +13%
GWS
602
Glassman Wealth Services
Virginia
$104K +$979 +45 +0.9%
PWM
603
Perigon Wealth Management
California
$103K -$840K -38,640 -89%
WA
604
Winfield Associates
Ohio
$102K – – –
TL
605
TrueWealth LLC
Georgia
$102K +$106K +4,890 New
PS
606
Portfolio Solutions
Michigan
$98K +$103K +4,740 New
MCM
607
McKinley Capital Management
Alaska
$97K – – –
CA
608
Calton & Associates
Florida
$96K +$89.7K +4,125 New
WAP
609
Wealthcare Advisory Partners
Pennsylvania
$94K +$3.26K +150 +3%
CT
610
CPF Texas
Texas
$93K +$97.9K +4,500 New
SBL
611
Sargent Bickham Lagudis
Colorado
$92K – – –
PCG
612
Private Capital Group
Connecticut
$89K +$51.5K +2,370 New
FANJ
613
Financial Architects (New Jersey)
New Jersey
$86K -$59.4K -2,730 -40%
VNA
614
Valley National Advisers
Pennsylvania
$83K – – –
AWM
615
Aevitas Wealth Management
Massachusetts
$82K +$86.1K +3,960 New
CLM
616
ClearBridge LLC (Maryland)
Maryland
$81K – – –
PFO
617
Pathstone Family Office
New Jersey
$78K -$65.3K -3,000 -44%
QCG
618
Quadrant Capital Group
Ohio
$78K -$10.4K -480 -10%
PAM
619
Paradigm Asset Management
New York
$77.8K -$97.9K -4,500 -55%
PA
620
Perennial Advisors
New York
$77K +$37.5K +1,725 +86%
FMP
621
Financial Management Professionals
Texas
$76K -$111K -5,100 -58%
WA
622
WealthTrust-Arizona
Arizona
$73K -$4.57K -210 -6%
GRP
623
Global Retirement Partners
California
$73K – – –
FAM
624
Formidable Asset Management
Ohio
$72K -$379K -17,415 -99%
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$72K -$32.6K -1,500 -30%
23 24
25
26 27