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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
326
Valeo Financial Advisors
Indiana
$592K +$7.76K +85 +1%
PFA
327
Pure Financial Advisors
California
$590K +$67.2K +736 +13%
SFC
328
SYM Financial Corp
Indiana
$583K +$50.7K +556 +10%
SI
329
Seeds Investor
New York
$583K +$27.6K +302 +5%
BJL
330
Brighton Jones LLC
Washington
$581K +$36.2K +397 +7%
BIM
331
Baldwin Investment Management
Pennsylvania
$580K +$36.2K +397 +7%
XWL
332
XXI Wealth LLC
Illinois
$577K +$80.4K +881 +17%
PSP
333
Principal Street Partners
Tennessee
$575K – – –
WA
334
Wealth Alliance
New York
$574K -$166K -1,817 -23%
BEI
335
Benjamin Edwards Inc
Missouri
$561K +$15.3K +168 +3%
VSQM
336
V-Square Quantitative Management
Illinois
$561K +$90K +986 +20%
ACC
337
Acorn Creek Capital
Colorado
$550K -$6.02K -66 -1%
SAI
338
Savvy Advisors Inc
New York
$549K +$108K +1,187 +26%
RCA
339
Resonant Capital Advisors
Wisconsin
$542K +$106K +1,164 +26%
BCM
340
Bayesian Capital Management
New York
$541K +$519K +5,686 New
CPA
341
Capital Performance Advisors
California
$534K -$168K -1,844 -25%
BWP
342
BSW Wealth Partners
Colorado
$534K -$7.21K -79 -1%
CIA
343
Choate Investment Advisors
Massachusetts
$531K – – –
FLPIM
344
F.L. Putnam Investment Management
Massachusetts
$529K -$46K -504 -8%
FPAS
345
Focus Partners Advisor Solutions
Missouri
$527K +$37.9K +415 +8%
CAG
346
Crestwood Advisors Group
Massachusetts
$523K +$101K +1,102 +25%
WPC
347
Waters Parkerson & Co
Louisiana
$523K – – –
KWM
348
Keebeck Wealth Management
Illinois
$522K +$161K +1,759 +47%
EWM
349
Empirical Wealth Management
Washington
$520K -$15.1K -166 -3%
MWM
350
Modern Wealth Management
Kansas
$511K -$10.7K -117 -2%
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