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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
1176
Cassaday & Co Wealth Management
Virginia
$240K +$230K +1,385 New
PK
1177
Pflug Koory
Nebraska
$239K +$19.9K +120 +10%
OWP
1178
Obermeyer Wealth Partners
Colorado
$238K +$229K +1,376 New
CPIG
1179
Chicago Partners Investment Group
Illinois
$237K +$187K +1,127 New
VST
1180
Van Strum & Towne
California
$236K – – –
WA
1181
Waverly Advisors
Alabama
$236K +$2.33K +14 +1%
CWS
1182
Confluence Wealth Services
Pennsylvania
$235K +$166 +1 +0.1%
WTB
1183
Washington Trust Bank
Washington
$233K -$2.66K -16 -1%
BFA
1184
Beaumont Financial Advisors
Massachusetts
$233K -$499 -3 -0.2%
VCA
1185
Verdence Capital Advisors
Maryland
$232K +$223K +1,340 New
FSA
1186
Fort Sheridan Advisors
Illinois
$232K +$222K +1,338 New
AWA
1187
Arete Wealth Advisors
Illinois
$231K +$222K +1,337 New
MWM
1188
Merriman Wealth Management
Washington
$231K +$221K +1,327 New
PL
1189
Plancorp LLC
Missouri
$231K +$222K +1,334 New
FCCM
1190
First City Capital Management
Georgia
$231K +$222K +1,333 New
BAM
1191
BOS Asset Management
Illinois
$230K +$221K +1,330 New
LI
1192
Lafayette Investments
Maryland
$230K +$221K +1,330 New
ST
1193
Somerset Trust
Pennsylvania
$230K +$221K +1,329 New
STA
1194
Summit Trail Advisors
New York
$229K +$218K +1,314 New
BFM
1195
Boston Financial Management
Massachusetts
$228K +$219K +1,316 New
1IA
1196
1834 Investment Advisors
Wisconsin
$226K -$5.24M -31,544 -96%
IAN
1197
Integrated Advisors Network
Texas
$225K -$694K -4,174 -76%
GITFIT
1198
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$225K +$133K +800 +160%
JAWM
1199
J. Arnold Wealth Management
Ohio
$225K +$216K +1,300 New
PIM
1200
Perpetual Investment Management
Australia
$225K +$216K +1,300 New
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48
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