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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1726
Evermay Wealth Management
Virginia
$266K +$15.1K +75 +6%
SSWM
1727
Smith Salley Wealth Management
North Carolina
$265K -$80.3K -400 -22%
JG
1728
Jefferies Group
New York
$264K -$2.53M -12,599 -90%
MPW
1729
MA Private Wealth
California
$264K – – –
CWA
1730
Clarus Wealth Advisors
Arizona
$263K – – –
TA
1731
Trellis Advisors
Washington
$263K +$201 +1 +0.1%
FFS
1732
Founders Financial Securities
Maryland
$262K +$30.7K +153 +13%
FMB
1733
Field & Main Bank
Kentucky
$262K +$33.1K +165 +14%
SDAM
1734
Shulman DeMeo Asset Management
New York
$261K – – –
I2I
1735
Insight 2811 Inc
Illinois
$261K +$201 +1 +0.1%
STAS
1736
Strong Tower Advisory Services
Minnesota
$260K – – –
AI
1737
Accredited Investors
Minnesota
$260K +$31.9K +159 +13%
GIA
1738
GHP Investment Advisors
Colorado
$259K -$10K -50 -4%
ACS
1739
Archford Capital Strategies
Illinois
$259K +$14.3K +71 +5%
GWM
1740
Gitterman Wealth Management
New Jersey
$259K +$18.3K +91 +7%
JPLA
1741
Joseph P. Lucia & Associates
New York
$258K – – –
CPC
1742
Congress Park Capital
New York
$257K -$221K -1,100 -45%
EI
1743
Ethic Inc
New York
$257K +$269K +1,342 New
OMIC
1744
Old Mission Investment Co
Michigan
$257K -$10K -50 -4%
F
1745
F3Logic
Minnesota
$256K -$372K -1,853 -58%
MFGM
1746
Marshall Financial Group (Maryland)
Maryland
$256K -$2.21K -11 -0.8%
APG
1747
Abacus Planning Group
South Carolina
$256K – – –
ASI
1748
Advisory Services & Investments
Oregon
$256K +$1.41K +7 +0.5%
T
1749
TCWP
Ohio
$255K -$16.3K -81 -6%
SICM
1750
Sustainable Insight Capital Management
New York
$255K +$267K +1,332 New
68 69
70
71 72