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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2051
Cooper Financial Group
California
$2.06M +$117K +476 +6%
GLA
2052
Good Life Advisors
Pennsylvania
$2.06M -$1.4M -5,678 -42%
GWM
2053
Gray Wealth Management
Maine
$2.06M +$54.7K +222 +3%
HAG
2054
HF Advisory Group
Maryland
$2.06M +$315K +1,280 +19%
JSC
2055
J. Stern & Co
United Kingdom
$2.05M +$1.85M +7,510 New
UAML
2056
US Asset Management LLC
Pennsylvania
$2.05M +$1.94M +7,880 New
NAMP
2057
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.05M – – –
BA
2058
Ballast Advisors
Minnesota
$2.05M +$43.6K +177 +2%
IA
2059
Icon Advisers
Colorado
$2.04M – – –
JHCP
2060
Jackson Hole Capital Partners
Oklahoma
$2.03M -$1.39M -5,647 -42%
SDWIA
2061
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.03M -$41.4K -168 -2%
KSWA
2062
Kathleen S. Wright Associates
Pennsylvania
$2.03M – – –
TP
2063
Tranquility Partners
Tennessee
$2.02M -$87.7K -356 -4%
BCA
2064
Bay Colony Advisors
Massachusetts
$2.02M -$12.3K -50 -0.6%
CASB
2065
Cape Ann Savings Bank
Massachusetts
$2.02M +$20K +81 +1%
CC
2066
Constitution Capital
Connecticut
$2.01M +$102K +415 +6%
MMH
2067
Menora Mivtachim Holdings
Israel
$2.01M +$1.24M +5,030 +186%
SPIS
2068
Steward Partners Investment Solutions
Oregon
$2.01M +$1.9M +7,708 New
LT
2069
Lindsell Train
United Kingdom
$2.01M +$98.6K +400 +5%
HIC
2070
Harvey Investment Company
Kentucky
$2M – – –
CFP
2071
Catalyst Financial Partners
Massachusetts
$2M +$97.4K +395 +5%
PHIMC
2072
Private Harbour Investment Management & Counsel
Ohio
$1.99M -$136K -551 -7%
FPFS
2073
First Personal Financial Services
North Carolina
$1.99M -$18.2K -74 -1%
FFA
2074
Fortune Financial Advisors
Kansas
$1.98M +$80.4K +326 +4%
AF
2075
Apexium Financial
Texas
$1.98M +$959K +3,889 +104%
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