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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1651
Ackerman Capital Advisors
Texas
$500K – – –
GLI
1652
Guardian Life Insurance
New York
$499K -$212K -1,750 -30%
IIC
1653
Integrated Investment Consultants
Michigan
$497K +$504K +4,159 New
SIAS
1654
Shine Investment Advisory Services
Colorado
$496K – – –
WP
1655
WealthSource Partners
California
$495K +$128K +1,059 +34%
CWM
1656
Circle Wealth Management
New Jersey
$494K -$364 -3 -0.1%
FAM
1657
Flaharty Asset Management
Florida
$490K +$501K +4,137 New
WCWM
1658
Willow Creek Wealth Management
California
$489K +$495K +4,084 New
WF
1659
WoodTrust Financial
Wisconsin
$486K -$36.4K -300 -7%
CAC
1660
Certified Advisory Corp
Florida
$485K -$2.54K -21 -0.5%
AL
1661
Aspiriant LLC
California
$485K +$491K +4,052 New
CANC
1662
Culbertson A N & Co
Virginia
$484K +$72.1K +595 +17%
MUS
1663
Mitsubishi UFJ Securities
Japan
$483K +$290K +2,390 +145%
BB
1664
Busey Bank
Illinois
$479K +$70.7K +583 +17%
DWM
1665
Dakota Wealth Management
Florida
$479K +$145K +1,200 +43%
PSC
1666
Prentiss Smith & Co
Vermont
$478K -$133K -1,100 -22%
BMC
1667
Beaton Management Company
Massachusetts
$478K – – –
LBG
1668
Lloyds Banking Group
United Kingdom
$478K +$348K +2,874 +101%
OIA
1669
OneDigital Investment Advisors
Kansas
$477K +$77.2K +637 +19%
WWM
1670
Windsor Wealth Management
Indiana
$474K -$3.52K -29 -0.7%
HHGA
1671
Halbert Hargrove Global Advisors
California
$474K +$61.9K +511 +15%
ST
1672
Sabal Trust
Florida
$473K +$258K +2,132 +117%
PIA
1673
Pinion Investment Advisors
Kansas
$471K +$477K +3,936 New
RGIA
1674
Rainier Group Investment Advisory
Washington
$470K -$81.4K -672 -15%
CNB
1675
Camden National Bank
Maine
$469K +$475K +3,919 New
65 66
67
68 69