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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1301
Telos Capital Management
California
$2.8M -$14.4K -88 -0.5%
ADL
1302
Asset Dedication LLC
California
$2.8M +$106K +647 +4%
1SB
1303
1ST Source Bank
Indiana
$2.79M +$16.4K +100 +0.6%
CCM
1304
Cox Capital Management
Massachusetts
$2.74M +$51.6K +315 +2%
BCWM
1305
Blue Chip Wealth Management
Florida
$2.73M +$18.3K +112 +0.7%
EHWM
1306
Eads & Heald Wealth Management
Georgia
$2.72M -$205K -1,250 -7%
MWM
1307
Meridian Wealth Management
Kentucky
$2.71M -$8.35K -51 -0.3%
FAM
1308
Foresters Asset Management
Ontario, Canada
$2.71M -$625K -3,820 -20%
BCFS
1309
Butensky & Cohen Financial Security
Florida
$2.7M -$102K -625 -4%
WAS
1310
Winch Advisory Services
Wisconsin
$2.7M +$91.5K +559 +4%
WCM
1311
Wunderlich Capital Managemnt
Tennessee
$2.68M -$41.1K -251 -2%
MCM
1312
Monument Capital Management
Virginia
$2.66M -$194K -1,184 -7%
WI
1313
WBI Investments
New Jersey
$2.65M +$1.39M +8,475 +125%
CH
1314
Canton Hathaway
Rhode Island
$2.65M +$41.3K +252 +2%
AS
1315
Altshuler Shaham
Israel
$2.64M +$480K +2,933 +24%
CPA
1316
Clear Perspective Advisors
Illinois
$2.64M -$84.7K -517 -3%
GIA
1317
GHP Investment Advisors
Colorado
$2.6M +$83K +507 +4%
BFA
1318
Benedict Financial Advisors
Georgia
$2.59M -$655 -4 -0%
GRP
1319
Global Retirement Partners
California
$2.59M +$500K +3,054 +26%
KJHP
1320
K.J. Harrison & Partners
Ontario, Canada
$2.59M -$43.7K -267 -2%
CCA
1321
Catalyst Capital Advisors
New York
$2.59M -$229K -1,400 -9%
WCM
1322
Weld Capital Management
New York
$2.58M +$2.43M +14,862 New
DA
1323
Doliver Advisors
Texas
$2.58M +$349K +2,134 +17%
IFWM
1324
Institute for Wealth Management
Colorado
$2.55M -$223K -1,362 -8%
MCP
1325
Mirador Capital Partners
California
$2.55M +$160K +980 +7%
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