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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1676
Mark Sheptoff Financial Planning
Connecticut
$1.18M +$139K +2,750 +13%
WAOI
1677
Wealth Advisors of Iowa
Iowa
$1.17M +$14.6K +289 +1%
TC
1678
Telemus Capital
Michigan
$1.17M -$66.9K -1,323 -5%
AIS
1679
AM Investment Strategies
Tennessee
$1.17M -$18K -355 -2%
BSA
1680
Bull Street Advisors
Georgia
$1.17M – – –
WI
1681
Wedgewood Investors
Pennsylvania
$1.17M – – –
CGL
1682
Clarius Group LLC
Washington
$1.17M +$3.04K +60 +0.3%
WWM
1683
WT Wealth Management
Arizona
$1.17M -$534K -10,560 -31%
SJIA
1684
St. James Investment Advisors
New York
$1.17M +$1.16M +22,982 New
FWM
1685
Focused Wealth Management
New York
$1.16M +$147K +2,905 +15%
BW
1686
Bison Wealth
Georgia
$1.16M +$3.69K +73 +0.3%
LCM
1687
Leisure Capital Management
California
$1.15M -$13.8K -273 -1%
RBFC
1688
Roman Butler Fullerton & Co
Missouri
$1.15M +$11.6K +229 +1%
CASB
1689
Cape Ann Savings Bank
Massachusetts
$1.15M +$38.6K +764 +3%
WC
1690
Weil Company
California
$1.15M +$74.8K +1,479 +7%
CAC
1691
Certified Advisory Corp
Florida
$1.15M -$36.3K -718 -3%
WW
1692
Westshore Wealth
California
$1.15M +$42K +830 +4%
JAG
1693
Journey Advisory Group
Kentucky
$1.15M +$382K +7,543 +44%
DFA
1694
Delta Financial Advisors
Louisiana
$1.14M -$37.6K -744 -3%
BOC
1695
Barbara Oil Co
Illinois
$1.14M – – –
BDF
1696
Balasa Dinverno & Foltz
$1.14M +$11.2K +221 +1%
KLCM
1697
KG&L Capital Management
Louisiana
$1.14M +$295K +5,837 +35%
EWM
1698
EPG Wealth Management
Georgia
$1.13M +$32.2K +637 +3%
JGUA
1699
John G. Ullman & Associates
New York
$1.13M -$2.98M -58,947 -73%
ORC
1700
O'Rourke & Company
Massachusetts
$1.12M -$65.9K -1,303 -6%
66 67
68
69 70