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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1276
Holistic Financial Partners
Indiana
$234K -$438K -2,540 -65%
WCG
1277
Weaver Consulting Group
California
$233K – – –
WWM
1278
Windsor Wealth Management
Indiana
$232K +$229K +1,324 New
GP
1279
Girard Partners
Pennsylvania
$231K -$12.1K -70 -5%
HI
1280
Hendershot Investments
Virginia
$229K – – –
EWG
1281
Executive Wealth Group
Washington
$229K – – –
EWM
1282
Empirical Wealth Management
Washington
$228K +$232K +1,344 New
CWM
1283
Centric Wealth Management
Illinois
$228K +$233K +1,348 New
BCM
1284
Brookstone Capital Management
Illinois
$227K -$52.3K -303 -18%
WAAG
1285
Wealth Alliance Advisory Group
Kansas
$226K +$8.11K +47 +4%
TSW
1286
Thompson Siegel & Walmsley
Virginia
$226K +$8.8K +51 +4%
BDF
1287
Balasa Dinverno & Foltz
$226K +$230K +1,331 New
LF
1288
Lantz Financial
Illinois
$225K -$55.9K -324 -20%
FMBTD
1289
First Midwest Bank Trust Division
Illinois
$223K +$15.5K +90 +7%
KPW
1290
Kore Private Wealth
New York
$223K +$20K +116 +10%
IDA
1291
Intelligence Driven Advisers
California
$222K +$5K +29 +2%
ACM
1292
Azimuth Capital Management
Michigan
$220K – – –
ASA
1293
Armstrong Shaw Associates
Connecticut
$220K +$224K +1,300 New
WSC
1294
Wellington Shields & Co
New York
$220K +$224K +1,300 New
SXL
1295
Summit X LLC
Missouri
$219K -$11.6K -67 -5%
SFG
1296
SevenBridge Financial Group
Pennsylvania
$218K +$5.18K +30 +2%
RIA
1297
Regal Investment Advisors
Michigan
$217K -$31.2K -181 -12%
AF
1298
Aldebaran Financial
$216K +$220K +1,274 New
BPA
1299
Beacon Pointe Advisors
California
$215K +$217K +1,258 New
BWM
1300
BT Wealth Management
Georgia
$215K +$233K +1,350 New
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