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KDP

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
276
Aevitas Wealth Management
Massachusetts
$17K – – –
YWP
277
YorkBridge Wealth Partners
New York
$15K +$9.45K +350 +199%
SBL
278
Sargent Bickham Lagudis
Colorado
$14K – – –
TFS
279
TrustCore Financial Services
Tennessee
$14K – – –
VFA
280
Valeo Financial Advisors
Indiana
$14K – – –
CAC
281
Certified Advisory Corp
Florida
$13K – – –
CLOS
282
Compagnie Lombard Odier SCmA
Switzerland
$13K – – –
OSNBOA
283
Old Second National Bank of Aurora
Illinois
$13K – – –
ST
284
Smithfield Trust
Pennsylvania
$13K – – –
MCM
285
Manchester Capital Management
Vermont
$13K +$12.6K +467 New
QCG
286
Quadrant Capital Group
Ohio
$12K -$2.81K -104 -15%
PCP
287
Proficio Capital Partners
Massachusetts
$12K – – –
TF
288
Tompkins Financial
New York
$12K – – –
PFPT
289
Pinnacle Financial Partners (Tennessee)
Tennessee
$12K +$11.8K +438 New
BWA
290
Burt Wealth Advisors
Maryland
$11K – – –
CA
291
Crewe Advisors
Utah
$11K – – –
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
BWM
293
Baystate Wealth Management
Massachusetts
$11K +$81 +3 +0.7%
AIM
294
Advantage Investment Management
Iowa
$10K -$191K -7,086 -95%
EFSCE
295
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
MFW
296
Mosaic Family Wealth
Missouri
$10K – – –
BG
297
Bollard Group
Massachusetts
$10K +$54 +2 +0.6%
NSIM
298
North Star Investment Management
Illinois
$8K – – –
FHA
299
Flagship Harbor Advisors
Massachusetts
$7K -$621 -23 -8%
GWS
300
Glassman Wealth Services
Virginia
$7K +$1.51K +56 +29%
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