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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1726
Capital Advisors Ltd
Ohio
$171K -$41.4K -898 -19%
LFR
1727
Lehman Financial Resources
Pennsylvania
$170K -$23.1K -500 -11%
WA
1728
Waverly Advisors
Alabama
$169K +$4.38K +95 +3%
IC
1729
IKOS CIF
Cyprus
$168K -$27.7K -600 -14%
RS
1730
Robeco Schweiz
Switzerland
$165K +$175K +3,800 New
RIM
1731
Reliant Investment Management
Tennessee
$162K +$172K +3,726 New
TFO
1732
Tarbox Family Office
California
$160K +$120K +2,601 +240%
AIM
1733
Acropolis Investment Management
Missouri
$155K – – –
IPC
1734
Independent Portfolio Consultants
Florida
$154K -$19.3K -418 -11%
FA
1735
Financial Advantage
Maryland
$153K – – –
DIA
1736
Davidson Investment Advisors
Montana
$148K +$41.1K +891 +35%
BBPWM
1737
Blue Bell Private Wealth Management
Pennsylvania
$143K -$31.7K -686 -17%
SIG
1738
Stanford Investment Group
California
$141K +$92 +2 +0.1%
TC
1739
Trust Company
Kansas
$141K +$2.31K +50 +2%
JWM
1740
Jackson Wealth Management
Florida
$141K +$150K +3,249 New
FNBSF
1741
First National Bank Sioux Falls
South Dakota
$136K – – –
IWC
1742
Integrated Wealth Counsel
California
$133K – – –
APSP
1743
Asset Planning Services (Pennsylvania)
Pennsylvania
$128K – – –
WA
1744
Winfield Associates
Ohio
$127K +$33.5K +725 +33%
WAMC
1745
Western Asset Management Company
California
$120K +$127K +2,756 New
PAM
1746
PT Asset Management
Illinois
$117K +$125K +2,700 New
BL
1747
Balentine LLC
Georgia
$116K +$32K +694 +35%
AP
1748
Advisors Preferred
Maryland
$114K +$121K +2,622 New
BCB
1749
Brian C. Broderick
$113K – – –
SEIA
1750
Signature Estate & Investment Advisors
California
$109K +$12.3K +267 +12%
68 69
70
71 72