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Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
1701
Fieldpoint Private Securities
Connecticut
$984K +$137K +2,394 +15%
DFG
1702
Demars Financial Group
Washington
$982K +$217K +3,797 +26%
AIM
1703
Avity Investment Management
Connecticut
$981K -$108K -1,879 -9%
BFM
1704
Boston Financial Management
Massachusetts
$980K -$588K -10,277 -36%
BG
1705
Berry Group
Massachusetts
$978K -$922K -16,118 -47%
ACM
1706
AlphaCrest Capital Management
New York
$976K -$1.43M -25,077 -58%
SCP
1707
Sandhill Capital Partners
New York
$976K +$42.7K +747 +4%
WA
1708
Wambolt & Associates
Colorado
$976K +$83.4K +1,458 +9%
AWM
1709
Affinity Wealth Management
Delaware
$973K -$106K -1,844 -10%
AFAS
1710
Acorn Financial Advisory Services
Virginia
$973K +$47.7K +834 +5%
CFA
1711
Cahill Financial Advisors
Minnesota
$972K +$3.95K +69 +0.4%
UC
1712
Unio Capital
New Jersey
$971K -$53.3K -932 -5%
KBG
1713
Kahn Brothers Group
New York
$968K -$93.3K -1,630 -8%
BHTS
1714
Bar Harbor Trust Services
Maine
$962K -$35.3K -617 -3%
AFP
1715
Ausdal Financial Partners
Iowa
$958K -$144K -2,517 -13%
ROTUOC
1716
Regents of the University of California
California
$953K – – –
VFPI
1717
Vantage Financial Partners (Illinois)
Illinois
$951K +$33K +577 +3%
PL
1718
Plancorp LLC
Missouri
$950K +$14.2K +248 +1%
CST
1719
Charles Schwab Trust
Nevada
$950K +$171K +2,996 +20%
CWM
1720
Cornerstone Wealth Management
Missouri
$948K +$58.6K +1,025 +6%
DIP
1721
DT Investment Partners
Pennsylvania
$947K -$5.28M -92,269 -84%
MFP
1722
Meridian Financial Partners
Virginia
$945K +$22.6K +395 +3%
SWA
1723
Sutton Wealth Advisors
Florida
$943K +$68K +1,189 +7%
PWPS
1724
Pinnacle Wealth Planning Services
Ohio
$939K +$100K +1,753 +11%
LDFR
1725
Lehman & Derafelo Financial Resources
Pennsylvania
$938K +$16.6K +291 +2%
67 68
69
70 71