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Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
1801
Greatmark Investment Partners
Georgia
$220K +$18.6K +400 +9%
RHBC
1802
R.H. Bluestein & Co
Michigan
$220K +$229K +4,925 New
IAS
1803
IMA Advisory Services
Colorado
$219K – – –
PWAG
1804
Polaris Wealth Advisory Group
California
$219K +$228K +4,895 New
MTC
1805
McDaniel Terry & Co
Texas
$218K – – –
LD
1806
Lipe & Dalton
New York
$217K – – –
TFF
1807
The Family Firm
Maryland
$217K +$226K +4,861 New
FNBOH
1808
First National Bank of Hutchinson
Kansas
$216K – – –
SLA
1809
Silver Lake Advisory
Utah
$216K +$885 +19 +0.4%
NFC
1810
Northeast Financial Consultants
Connecticut
$214K – – –
SSA
1811
Schonfeld Strategic Advisors
New York
$214K +$223K +4,782 New
DIA
1812
Davidson Investment Advisors
Montana
$212K -$29.1K -625 -12%
AW
1813
Alpha Windward
Massachusetts
$212K -$15.9K -342 -7%
CIC
1814
Chase Investment Counsel
Virginia
$212K – – –
RMSCM
1815
R.M. Sincerbeaux Capital Management
New York
$212K – – –
CWA
1816
Cypress Wealth Advisors
California
$210K -$200K -4,285 -48%
LYV
1817
Live Your Vision
Pennsylvania
$210K – – –
CCM
1818
Carlson Capital Management
Minnesota
$209K +$218K +4,679 New
MC
1819
Miles Capital
Iowa
$208K +$5.92K +127 +3%
CFP
1820
Cornerstone Financial Partners
North Carolina
$207K -$97.1K -2,084 -31%
WFG
1821
Windsor Financial Group
Minnesota
$207K – – –
CC
1822
Cedar Capital
Illinois
$205K +$214K +4,593 New
APSP
1823
Asset Planning Services (Pennsylvania)
Pennsylvania
$204K -$2.33K -50 -1%
VSWA
1824
Vontobel Swiss Wealth Advisors
Switzerland
$204K – – –
RW
1825
REDW Wealth
New Mexico
$203K +$279 +6 +0.1%
71 72
73
74 75