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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1726
Wambolt & Associates
Colorado
$585K +$139K +510 +24%
DCM
1727
Dimension Capital Management
Florida
$583K +$30.3K +111 +4%
VCM
1728
Virtue Capital Management
Tennessee
$583K +$77K +282 +12%
GT
1729
Glenview Trust
Kentucky
$582K +$138K +507 +24%
AB
1730
Atlas Brown
Kentucky
$581K +$53.2K +195 +8%
AHIA
1731
Andrew Hill Investment Advisors
Florida
$580K -$1.81M -6,627 -72%
FA
1732
Fermata Advisors
California
$580K +$27.8K +102 +4%
AC
1733
Apella Capital
Connecticut
$580K +$115K +423 +20%
GSAM
1734
Grant Street Asset Management
Pennsylvania
$580K +$706K +2,586 New
BDWM
1735
Brewin Dolphin Wealth Management
Ireland
$578K – – –
MKA
1736
M. Kulyk & Associates
Georgia
$576K +$45.9K +168 +7%
MWA
1737
MFA Wealth Advisors
Pennsylvania
$576K +$180K +660 +35%
AIA
1738
Alera Investment Advisors
Illinois
$574K +$9.83K +36 +1%
TAM
1739
Trillium Asset Management
Massachusetts
$572K -$94.2K -345 -12%
CC
1740
Cadinha & Co
Hawaii
$572K – – –
QFA
1741
Quantum Financial Advisors
California
$571K +$529K +1,938 New
NAG
1742
Northstar Advisory Group
New Jersey
$570K +$138K +504 +25%
ODFS
1743
O'Donnell Financial Services
California
$570K +$331K +1,212 +91%
PP
1744
Patron Partners
Texas
$568K -$2.46K -9 -0.4%
ET
1745
Equitable Trust
Tennessee
$568K +$103K +378 +18%
RDWM
1746
Red Door Wealth Management
Tennessee
$567K -$71.2K -261 -9%
GAAM
1747
Guinness Atkinson Asset Management
California
$566K – – –
NCM
1748
Novare Capital Management
North Carolina
$566K – – –
SACTSONJ
1749
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$566K – – –
LF
1750
LifeSteps Financial
California
$566K +$18K +66 +3%
68 69
70
71 72