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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2201
Kelly Financial Services
Massachusetts
$128K -$11K -221 -8%
LA
2202
Legacy Advisors
Pennsylvania
$128K +$149 +3 +0.1%
IF
2203
Ironwood Financial
Arizona
$127K – – –
LFG
2204
Larson Financial Group
Missouri
$124K +$24.6K +496 +24%
SFFS
2205
Stonehage Fleming Financial Services
Jersey
$120K -$104K -2,100 -46%
PWP
2206
Personal Wealth Partners
Minnesota
$120K +$124K +2,497 New
DWA
2207
Dougherty Wealth Advisers
Minnesota
$117K +$24.8K +500 +26%
ANBT
2208
American National Bank & Trust
Texas
$115K -$92.5K -1,865 -44%
LFG
2209
LifePlan Financial Group
Ohio
$115K -$1.24K -25 -1%
TFO
2210
Tarbox Family Office
California
$115K +$9.42K +190 +9%
SIAS
2211
Shine Investment Advisory Services
Colorado
$114K -$7.44K -150 -6%
W
2212
WealthStone
Ohio
$112K +$116K +2,333 New
BRC
2213
Bell Rock Capital
Delaware
$110K -$24.5K -494 -18%
APC
2214
Aspire Private Capital
North Carolina
$110K -$3.02K -61 -3%
FMP
2215
Financial Management Professionals
Texas
$110K – – –
CA
2216
Crewe Advisors
Utah
$108K +$3.07K +62 +3%
WCM
2217
Wunderlich Capital Managemnt
Tennessee
$107K +$111K +2,244 New
CM
2218
Castleark Management
Illinois
$105K – – –
PCFFS
2219
Pacific Center for Financial Services
California
$105K – – –
CFG
2220
CKW Financial Group
Hawaii
$99K – – –
DOA
2221
D'Orazio & Associates
Virginia
$97K -$6.54K -132 -6%
AIM
2222
Arcadia Investment Management
Michigan
$96K – – –
IWA
2223
IBEX Wealth Advisors
New Jersey
$95K +$98.7K +1,990 New
QCIG
2224
Quad-Cities Investment Group
Iowa
$94K +$149 +3 +0.2%
FGAM
2225
Financial Gravity Asset Management
Texas
$93K -$12K -243 -11%
87 88
89
90 91