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ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
1126
Westwood Holdings Group
Texas
$229K +$2.59K +16 +1%
BTWM
1127
Baker Tilly Wealth Management
Wisconsin
$229K +$8.59K +53 +4%
VC
1128
Vicus Capital
Pennsylvania
$229K +$225K +1,387 New
PWM
1129
PRW Wealth Management
Massachusetts
$228K +$3.4K +21 +2%
VWA
1130
V Wealth Advisors
Kansas
$228K +$23.3K +144 +12%
RCM
1131
Raleigh Capital Management
North Carolina
$227K +$222K +1,371 New
CCA
1132
Childress Capital Advisors
Texas
$227K +$222K +1,372 New
PCA
1133
Peddock Capital Advisors
Massachusetts
$226K – – –
AF
1134
Advisornet Financial
Minnesota
$225K -$99.2K -612 -31%
BJL
1135
Brighton Jones LLC
Washington
$225K +$8.75K +54 +4%
HAS
1136
HBW Advisory Services
California
$225K +$9.72K +60 +5%
CL
1137
CPWM LLC
Washington
$224K -$676K -4,170 -75%
AA
1138
ALPS Advisors
Colorado
$224K -$415K -2,559 -65%
MAM
1139
Magellan Asset Management
Australia
$224K -$15.9K -98 -7%
DCM
1140
Donaldson Capital Management
Indiana
$224K – – –
FMII
1141
Farmers & Merchants Investments Inc
Nebraska
$223K +$33.5K +207 +18%
EL
1142
EMFO LLC
Florida
$223K +$99.3K +613 +83%
MWM
1143
Minot Wealth Management
Massachusetts
$222K -$2.11K -13 -1%
TCOO
1144
Trust Company of Oklahoma
Oklahoma
$222K – – –
AL
1145
Aspiriant LLC
California
$221K -$96.1K -593 -31%
GIA
1146
Guyasuta Investment Advisors
Pennsylvania
$221K – – –
CSB
1147
City State Bank
Iowa
$219K +$16.2K +100 +8%
DS
1148
DRW Securities
Illinois
$219K +$215K +1,324 New
FCI
1149
Financial Counselors Inc
Kansas
$218K +$213K +1,317 New
CAMG
1150
CWA Asset Management Group
Florida
$217K -$162 -1 -0.1%
44 45
46
47 48