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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2226
Pettinga Financial Advisors
Indiana
$358K -$24.5K -429 -6%
BBWA
2227
Bell & Brown Wealth Advisors
California
$358K -$10.6K -185 -3%
VSWA
2228
Vontobel Swiss Wealth Advisors
Switzerland
$358K – – –
HHGA
2229
Halbert Hargrove Global Advisors
California
$357K +$5.32K +93 +1%
VFP
2230
Verus Financial Partners
Virginia
$357K +$16.8K +293 +5%
BOM
2231
Bank of Marin
California
$356K -$18.9K -331 -5%
ECM
2232
Exchange Capital Management
Michigan
$356K – – –
FC
2233
FCA Corp
Texas
$355K +$164K +2,861 +76%
AWM
2234
Aries Wealth Management
Maine
$353K -$17.2K -300 -4%
CIAS
2235
CBIZ Investment Advisory Services
Ohio
$353K – – –
FNBSF
2236
First National Bank Sioux Falls
South Dakota
$352K -$64.3K -1,123 -15%
LIA
2237
LBMC Investment Advisors
Tennessee
$352K +$14.8K +258 +4%
VVP
2238
Venture Visionary Partners
Ohio
$351K +$111K +1,946 +42%
SCM
2239
Stellar Capital Management
Arizona
$350K +$19.2K +335 +5%
CCM
2240
Carlson Capital Management
Minnesota
$349K -$39.4K -689 -10%
PCMC
2241
Paragon Capital Management (Colorado)
Colorado
$349K -$4.06K -71 -1%
QSS
2242
Quantitative Systematic Strategies
Florida
$349K +$372K +6,496 New
PGWM
2243
Parisi Gray Wealth Management
New Jersey
$348K -$12.5K -219 -3%
AFA
2244
American Financial Advisors
Georgia
$348K -$1.37K -24 -0.4%
PO
2245
Private Ocean
California
$348K +$56.4K +986 +18%
CIA
2246
Compass Ion Advisors
Pennsylvania
$347K -$64.8K -1,132 -15%
JC
2247
Jentner Corp
Ohio
$347K -$3.38K -59 -0.9%
MCIA
2248
Mountain Capital Investment Advisors
Colorado
$346K -$48.3K -845 -12%
HFA
2249
High Falls Advisors
New York
$345K +$16.2K +284 +5%
SFP
2250
Shepherd Financial Partners
Massachusetts
$345K +$160K +2,791 +78%
88 89
90
91 92