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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1126
Prospera Financial Services
Texas
$459K -$2.9M -24,522 -88%
KFA
1127
Kelleher Financial Advisors
New York
$459K -$44.3K -375 -10%
MAG
1128
Mayfair Advisory Group
Alabama
$457K +$26.6K +225 +8%
PMFA
1129
Plante Moran Financial Advisors
Michigan
$456K -$43.6K -369 -10%
AF
1130
Aldebaran Financial
$456K -$36.5K -309 -9%
QCMC
1131
Quantum Capital Management (California)
California
$456K – – –
PPSG
1132
Princeton Portfolio Strategies Group
New Jersey
$455K -$67.3K -570 -15%
GEA
1133
Glen Eagle Advisors
New Jersey
$453K +$16.6K +141 +5%
FWM
1134
Foresight Wealth Management
Utah
$452K +$373K +3,159 New
ERIM
1135
Eagle Ridge Investment Management
Connecticut
$450K +$17.7K +150 +5%
MVA
1136
Mount Vernon Associates
Maryland
$450K +$17.7K +150 +5%
SWK
1137
Stephen W. Kidder
$450K +$372K +3,150 New
RWA
1138
Redhawk Wealth Advisors
Minnesota
$449K +$371K +3,138 New
RIM
1139
Rockbridge Investment Management
New York
$447K -$6.73K -57 -2%
VCM
1140
Versant Capital Management
Arizona
$445K -$23.4K -198 -6%
SCM
1141
Sitrin Capital Management
California
$444K – – –
TCOT
1142
Trust Company of Toledo
Ohio
$442K -$514K -4,350 -58%
BC
1143
Brio Consultants
California
$442K -$23K -195 -6%
NAMP
1144
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$440K +$363K +3,075 New
JWM
1145
Jeppson Wealth Management
California
$439K +$363K +3,072 New
KFP
1146
KMG Fiduciary Partners
Ohio
$438K -$338K -2,862 -48%
BWA
1147
BDO Wealth Advisors
Florida
$438K -$30.1K -255 -8%
XWM
1148
Xcel Wealth Management
Florida
$437K +$361K +3,060 New
BUB
1149
BBVA USA Bancshares
Texas
$436K -$269K -2,277 -43%
HFS
1150
Howard Financial Services
Texas
$435K +$360K +3,045 New
44 45
46
47 48