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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1501
Total Investment Management
Arizona
$875K +$398K +2,283 +118%
AA
1502
Ancora Advisors
Ohio
$875K +$26.2K +150 +4%
EWM
1503
Executive Wealth Management
Michigan
$875K +$212K +1,214 +40%
FSCM
1504
Front Street Capital Management
Montana
$874K – – –
OWA
1505
Opal Wealth Advisors
New York
$872K +$17.4K +100 +2%
WA
1506
Wambolt & Associates
Colorado
$871K +$86.9K +498 +13%
NSEDCP
1507
NJ State Employees Deferred Compensation Plan
New Jersey
$871K – – –
ARG
1508
Advisory Resource Group
Oklahoma
$871K +$2.79K +16 +0.4%
GDP
1509
Great Diamond Partners
Maine
$867K +$294K +1,684 +67%
CAC
1510
Certified Advisory Corp
Florida
$866K +$728K +4,173 New
FMP
1511
Financial Management Professionals
Texas
$865K +$91.9K +527 +14%
BRG
1512
Bay Rivers Group
Virginia
$864K – – –
CWC
1513
Carolinas Wealth Consulting
North Carolina
$860K +$48.5K +278 +7%
IAG
1514
Investmark Advisory Group
Connecticut
$858K +$14.1K +81 +2%
JE
1515
JMAC Enterprises
Pennsylvania
$857K +$1.05K +6 +0.1%
FCP
1516
Fidelis Capital Partners
Florida
$856K -$163K -937 -16%
SIAG
1517
Safeguard Investment Advisory Group
California
$853K +$124K +708 +21%
CFP
1518
Catalyst Financial Partners
Massachusetts
$852K +$217K +1,246 +44%
LS
1519
Leelyn Smith
Illinois
$852K +$34.7K +199 +5%
CCP
1520
Carmel Capital Partners
California
$850K +$7.5K +43 +1%
UAM
1521
Unison Asset Management
Florida
$850K – – –
XF
1522
XML Financial
Maryland
$849K -$107K -615 -13%
SFP
1523
Shepherd Financial Partners
Massachusetts
$848K -$8.72K -50 -1%
KFA
1524
Kelleher Financial Advisors
New York
$846K +$65.2K +374 +10%
ATC
1525
Adirondack Trust Company
New York
$845K -$2.27K -13 -0.3%
59 60
61
62 63