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BIDU

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
501
Voya Financial Advisors
Connecticut
$352K -$7.87K -53 -3%
PAS
502
Park Avenue Securities
New York
$351K +$241K +1,622 New
MIC
503
Means Investment Company
Maine
$349K +$167K +1,126 New
WKWM
504
Walter & Keenan Wealth Management
Indiana
$346K +$238K +1,600 New
FA
505
FDx Advisors
Illinois
$346K +$238K +1,602 New
TC
506
TownSquare Capital
Utah
$344K +$236K +1,589 New
RI
507
Ridgewood Investments
New Jersey
$340K – – –
IAIM
508
International Assets Investment Management
Florida
$337K -$67.3K -453 -23%
OR
509
Olympiad Research
Connecticut
$336K +$231K +1,554 New
V
510
Veritable
Delaware
$336K +$231K +1,556 New
PWPS
511
Pinnacle Wealth Planning Services
Ohio
$327K -$55.3K -372 -20%
DI
512
DFPG Investments
Utah
$322K +$199K +1,339 New
KA
513
Kozak & Associates
Colorado
$318K +$175K +1,178 New
PHAM
514
Portland Hill Asset Management
United Kingdom
$316K -$1.24M -8,332 -87%
PAA
515
Peregrine Asset Advisers
Oregon
$313K +$215K +1,447 New
CG
516
Colony Group
Massachusetts
$312K +$214K +1,443 New
GAM
517
Guinness Asset Management
United Kingdom
$310K +$17.8K +120 +9%
FMWA
518
Forvis Mazars Wealth Advisors
Missouri
$309K +$212K +1,430 New
WWM
519
Western Wealth Management
Colorado
$306K +$210K +1,415 New
DC
520
Davenport & Co
Virginia
$305K -$41K -276 -16%
WDC
521
Woodward Diversified Capital
California
$305K +$209K +1,409 New
B
522
Bellecapital
Switzerland
$301K -$52.7K -355 -20%
MIS
523
Morningstar Investment Services
Illinois
$300K -$11.6M -78,417 -98%
MCM
524
Mainstay Capital Management
Michigan
$294K -$120K -810 -37%
WC
525
Weil Company
California
$294K -$82.3K -554 -29%
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