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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
376
Ancora Advisors
Ohio
$1.74K – – –
CFM
377
Cornerstone Financial Management
Massachusetts
$1.74K – – –
BTI
378
Blue Trust Inc
Georgia
$1.53K -$309 -3 -17%
RWM
379
Raffa Wealth Management
District of Columbia
$1.23K – – –
PS
380
Planning Strategies
Pennsylvania
$1.23K +$1.24K +12 New
IA
381
IFG Advisory
Georgia
$1.12K +$1.13K +11 New
SGFG
382
Silver Grove Financial Group
New York
$1.02K +$1.03K +10 New
PCM
383
Penserra Capital Management
California
$1K – – –
ACA
384
American Capital Advisory
Idaho
$818 +$206 +2 +33%
LF
385
LifeSteps Financial
California
$817 +$825 +8 New
BCV
386
Banque Cantonale Vaudoise
Switzerland
$691 -$283K -2,748 -29%
BIM
387
Breakwater Investment Management
Washington
$511 – – –
TFA
388
Transamerica Financial Advisors
Florida
$510 -$309 -3 -38%
BF
389
Brooklyn FI
New York
$499 +$515 +5 New
CCMI
390
Creative Capital Management Investments
California
$409 +$412 +4 New
DF
391
Downshift Financial
Colorado
$409 +$412 +4 New
HHGA
392
Halbert Hargrove Global Advisors
California
$324 +$309 +3 New
CCWM
393
Cassaday & Co Wealth Management
Virginia
$307 +$103 +1 +50%
PMFA
394
Plante Moran Financial Advisors
Michigan
$307 +$309 +3 New
AF
395
Advisornet Financial
Minnesota
$204 -$928 -9 -82%
AT
396
Arlington Trust
Alabama
$204 +$206 +2 New
CA
397
Continuum Advisory
Idaho
$204 +$206 +2 New
DF
398
DecisionPoint Financial
Arizona
$106 +$103 +1 New
HIA
399
HFM Investment Advisors
New Jersey
$103 +$103 +1 New
QWM
400
Quaker Wealth Management
New Jersey
$103 +$103 +1 New
14 15
16
17 18