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BIDU

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
601
Walter & Keenan Wealth Management
Indiana
$247K +$33.5K +200 +15%
SWP
602
Stratos Wealth Partners
Ohio
$245K -$8.37K -50 -3%
BCP
603
Blackhawk Capital Partners
Wisconsin
$241K +$245K +1,463 New
IIA
604
IPG Investment Advisors
California
$240K +$243K +1,453 New
WIA
605
Wealthstreet Investment Advisors
Texas
$237K -$173K -1,035 -42%
IC
606
Inverness Counsel
New York
$236K -$100K -600 -30%
ET
607
Equitable Trust
Tennessee
$232K -$141K -845 -38%
PMG
608
ProVise Management Group
Florida
$232K -$25.4K -152 -10%
CSA
609
Cottage Street Advisors
Massachusetts
$231K +$234K +1,400 New
CCB
610
Cutter & Co Brokerage
Missouri
$231K +$234K +1,401 New
GPA
611
Garrison Point Advisors
California
$226K -$8.37K -50 -4%
GHCM
612
Glen Harbor Capital Management
California
$224K +$108K +646 +90%
GA
613
GFS Advisors
Texas
$223K – – –
DA
614
Doliver Advisors
Texas
$223K +$226K +1,351 New
SPIA
615
Steward Partners Investment Advisory
New York
$222K +$502 +3 +0.2%
DI
616
DFPG Investments
Utah
$221K +$207K +1,235 New
CHAM
617
Clear Harbor Asset Management
Connecticut
$219K – – –
GRP
618
Global Retirement Partners
California
$219K +$51.9K +310 +30%
QC
619
QCM Cayman
Texas
$218K +$221K +1,322 New
EP
620
Edgestream Partners
New Jersey
$217K +$220K +1,316 New
GC
621
Grimes & Company
Massachusetts
$216K – – –
F
622
F3Logic
Minnesota
$216K +$219K +1,310 New
AIS
623
AlphaOne Investment Services
Pennsylvania
$214K +$218K +1,300 New
CAN
624
Claraphi Advisory Network
United States
$214K +$218K +1,301 New
SXL
625
Summit X LLC
Missouri
$213K +$221K +1,318 New
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