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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
976
Laidlaw Wealth Management
New York
$436K +$123K +380 +43%
FTA
977
Financial & Tax Architects
Missouri
$436K -$16.5K -51 -4%
AA
978
ALPS Advisors
Colorado
$433K +$25.9K +80 +7%
EF
979
Empirical Finance
Pennsylvania
$433K +$405K +1,251 New
THWM
980
Taylor Hoffman Wealth Management
Virginia
$432K +$404K +1,246 New
GWSG
981
GPS Wealth Strategies Group
Colorado
$431K +$4.21K +13 +1%
CI
982
CX Institutional
Indiana
$430K +$25.3K +78 +7%
SIC
983
Salem Investment Counselors
North Carolina
$427K +$11K +34 +3%
KP
984
Keel Point
Alabama
$425K +$26.2K +81 +7%
1WA
985
180 Wealth Advisors
Washington
$418K -$69K -213 -14%
DBT
986
Dubuque Bank & Trust
Iowa
$417K -$289K -892 -43%
BBA
987
BLB&B Advisors
Pennsylvania
$417K -$185K -570 -32%
APW
988
Aurora Private Wealth
New Jersey
$416K – – –
MC
989
Machina Capital
France
$416K +$389K +1,200 New
BFM
990
Boston Financial Management
Massachusetts
$414K +$11.3K +35 +3%
AL
991
Aspiriant LLC
California
$405K +$378K +1,167 New
PCP
992
Proficio Capital Partners
Massachusetts
$404K -$25.3K -78 -6%
KFGK
993
Keystone Financial Group (Kentucky)
Kentucky
$403K – – –
PP
994
Patron Partners
Texas
$402K – – –
EWA
995
EverSource Wealth Advisors
Alabama
$401K +$375K +1,159 New
DAS
996
Dynamic Advisor Solutions
Arizona
$400K -$11.3K -35 -3%
MBTD
997
Mechanics Bank - Trust Department
California
$400K – – –
PCS
998
Personal CFO Solutions
New Jersey
$395K -$31.1K -96 -8%
EAM
999
Evanson Asset Management
California
$394K -$9.72K -30 -3%
BP
1000
BBR Partners
New York
$394K +$8.42K +26 +2%
38 39
40
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