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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
551
Bedel Financial Consulting
Indiana
$6K – – –
SAM
552
Strategy Asset Managers
California
$6K +$5.7K +307 New
FPFS
553
First Personal Financial Services
North Carolina
$5K -$408 -22 -7%
IDBONY
554
Israel Discount Bank of New York
New York
$5K – – –
SWP
555
Strategic Wealth Partners
Ohio
$5K – – –
WC
556
Whitnell & Co
Illinois
$5K – – –
CWA
557
Clarus Wealth Advisors
Arizona
$5K +$612 +33 +13%
TL
558
TrueWealth LLC
Georgia
$5K +$2.97K +160 +132%
BCA
559
Berman Capital Advisors
Georgia
$5K +$3.36K +181 +181%
HGWM
560
Harvest Group Wealth Management
Massachusetts
$5K +$4.79K +258 New
MCA
561
Mercer Capital Advisers
New Jersey
$4K -$13.3K -715 -75%
PMFA
562
Plante Moran Financial Advisors
Michigan
$4K -$8.09K -436 -64%
SNT
563
Security National Trust
West Virginia
$4K -$2.91K -157 -45%
JFGIW
564
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K -$1.61K -87 -30%
LGWM
565
Litman Gregory Wealth Management
California
$4K – – –
PCTC
566
Perkins Coie Trust Company
Washington
$4K – – –
VNA
567
Valley National Advisers
Pennsylvania
$4K – – –
WAS
568
WESPAC Advisors SoCal
California
$4K – – –
LA
569
Legacy Advisors
Pennsylvania
$4K +$3.75K +202 New
CAC
570
Certified Advisory Corp
Florida
$3K -$8.27K -446 -74%
CAGAS
571
Capital Advisory Group Advisory Services
Minnesota
$3K -$3.99K -215 -52%
OC
572
Oakworth Capital
Alabama
$3K – – –
AC
573
Avestar Capital
New York
$3K +$1.58K +85 +33%
FNC
574
First National Corp
Massachusetts
$3K +$3.32K +179 New
HCA
575
Horan Capital Advisors
Ohio
$3K +$3.41K +184 New
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