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Factset

FDS

Market cap $10.2B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
676	WAS 676 Winch Advisory Services Appleton, Wisconsin	$4K	–	–	–
677	CWP 677 Concord Wealth Partners Abingdon, Virginia	$3K	-$1.69K	-4	-40%
678	BFC 678 Bedel Financial Consulting Indianapolis, Indiana	$3K	–	–	–
679	HS 679 Horan Securities Cincinnati, United States	$3K	–	–	–
680	PMFA 680 Plante Moran Financial Advisors Southfield, Michigan	$3K	–	–	–
681	SWA 681 SOA Wealth Advisors New York	$3K	–	–	–
682	VNA 682 Valley National Advisers Bethlehem, Pennsylvania	$3K	–	–	–
683	VCM 683 Vigilant Capital Management Portland, Maine	$3K	–	–	–
684	SC 684 Schubert & Co Mckinney, Texas	$3K	+$422	+1	+17%
685	ADL 685 Asset Dedication LLC San Francisco, California	$3K	+$844	+2	+40%
686	CFB 686 Cullen/Frost Bankers San Antonio, Texas	$3K	+$1.69K	+4	+133%
687	FEG 687 Financial Enhancement Group Anderson, Indiana	$3K	+$2.53K	+6	New
688	DI 688 Disciplined Investments Tulsa, Oklahoma	$3K	+$2.95K	+7	New
689	PFBT 689 Parkside Financial Bank & Trust Saint Louis, Missouri	$3K	+$2.95K	+7	New
690	SPWM 690 Spartan Planning & Wealth Management Greensboro, North Carolina	$3K	+$2.95K	+7	New
691	RWM 691 Raffa Wealth Management Washington, District of Columbia	$2.17K	–	–	–
692	STCOSD 692 Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$2K	-$11.8K	-28	-85%
693	BWM 693 BerganKDV Wealth Management Bloomington, Minnesota	$2K	–	–	–
694	PFGIA 694 Patriot Financial Group Insurance Agency Westborough, Massachusetts	$2K	–	–	–
695	ZB 695 Zions Bancorporation Salt Lake City, Utah	$2K	+$1.69K	+4	New
696	PCA 696 Providence Capital Advisors Charlotte, North Carolina	$2K	+$2.11K	+5	New
697	MPWT 697 MassMutual Private Wealth & Trust Windsor, Connecticut	$1K	–	–	–
698	PA 698 PSI Advisors Tampa, Florida	$1K	–	–	–
699	GKIM 699 GW&K Investment Management Boston, Massachusetts	$1K	+$1.27K	+3	New
700	SWA 700 Sutton Wealth Advisors Tampa, Florida	$868	+$844	+2	New

Factset FDS Market cap $10.2B

Factset

FDS

Market cap $10.2B