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ITW

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1326
Legacy Financial Advisors
Kentucky
$322K – – –
EWM
1327
Evermay Wealth Management
Virginia
$322K +$69.1K +266 +29%
SA
1328
Strategic Advisors
New York
$321K +$1.56K +6 +0.5%
IAIM
1329
International Assets Investment Management
Florida
$321K +$2.08K +8 +0.7%
WCM
1330
Wunderlich Capital Managemnt
Tennessee
$321K -$67.8K -261 -18%
SWA
1331
SFMG Wealth Advisors
Texas
$319K +$7.79K +30 +3%
LSA
1332
Leonteq Securities AG
Switzerland
$319K – – –
CJL
1333
Cyrus J. Lawrence
New York
$318K +$308K +1,188 New
BFA
1334
Bragg Financial Advisors
North Carolina
$318K +$36.4K +140 +13%
IF
1335
Intrua Financial
Texas
$317K +$15.3K +59 +5%
AL
1336
Aspiriant LLC
California
$316K -$7.53K -29 -2%
PHS
1337
Pekin Hardy Strauss
Illinois
$315K -$117K -450 -28%
IF
1338
Insight Folios
North Carolina
$315K -$37.4K -144 -11%
QPW
1339
Quantum Private Wealth
Florida
$314K -$9.35K -36 -3%
AC
1340
Avestar Capital
New York
$314K +$85.7K +330 +40%
ET
1341
Equitable Trust
Tennessee
$314K +$304K +1,169 New
BWP
1342
Balboa Wealth Partners
Arizona
$312K – – –
BP
1343
Broadleaf Partners
Ohio
$311K – – –
SLC
1344
Second Line Capital
Louisiana
$311K +$299K +1,153 New
PWMG
1345
Prestige Wealth Management Group
New Jersey
$310K +$6.23K +24 +2%
D
1346
Diversified
Delaware
$310K – – –
ECM
1347
Elgethun Capital Management
South Dakota
$309K +$260 +1 +0.1%
HA
1348
Herold Advisors
New York
$309K -$1.3K -5 -0.4%
MGAM
1349
McGowan Group Asset Management
Texas
$308K – – –
APW
1350
Austin Private Wealth
Texas
$307K +$19.2K +74 +7%
52 53
54
55 56