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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
701
J.W. Coons Advisors
Ohio
$317K +$19.2K +100 +6%
SI
702
Stephens Inc
Arkansas
$315K -$5K -26 -1%
OIA
703
OneDigital Investment Advisors
Kansas
$315K +$79.2K +412 +30%
CGL
704
Clarius Group LLC
Washington
$315K +$3.85K +20 +1%
CIA
705
Concurrent Investment Advisors
Florida
$313K +$343K +1,782 New
EM
706
Excalibur Management
Massachusetts
$310K – – –
PTC
707
Private Trust Company
Ohio
$310K -$5.77K -30 -2%
FCI
708
Financial Counselors Inc
Kansas
$309K -$41.5K -216 -11%
TCBWMS
709
Texas Capital Bank Wealth Management Services
Texas
$308K +$337K +1,753 New
MKC
710
M. Kraus & Co
Vermont
$307K – – –
WA
711
Waverly Advisors
Alabama
$306K +$115K +598 +52%
MPM
712
MBB Public Markets
Illinois
$306K +$335K +1,742 New
FTWA
713
Fifth Third Wealth Advisors
Ohio
$306K +$12.9K +67 +4%
VF
714
Virtu Financial
New York
$305K +$334K +1,736 New
CBTWT
715
Community Bank & Trust (Waco, Texas)
Texas
$303K – – –
FPAS
716
Focus Partners Advisor Solutions
Missouri
$303K +$70.2K +365 +27%
IA
717
IFG Advisory
Georgia
$301K +$5K +26 +2%
MHIC
718
Marble Harbor Investment Counsel
Massachusetts
$300K – – –
BCM
719
Bayesian Capital Management
New York
$299K +$327K +1,700 New
PIM
720
Penobscot Investment Management
Massachusetts
$298K -$11.5K -60 -3%
NP
721
Nilsine Partners
Colorado
$295K -$65K -338 -17%
SCM
722
Stevens Capital Management
Pennsylvania
$295K +$323K +1,679 New
CCA
723
Checchi Capital Advisers
California
$294K +$1.92K +10 +0.6%
OWP
724
Obermeyer Wealth Partners
Colorado
$293K +$96.1K +500 +43%
PFS
725
Prospera Financial Services
Texas
$290K +$44.4K +231 +16%
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