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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1026
Aurora Private Wealth
New Jersey
$384K – – –
AA
1027
ALPS Advisors
Colorado
$380K -$18.6K -60 -5%
RCA
1028
Resonant Capital Advisors
Wisconsin
$378K +$89.4K +289 +33%
XWM
1029
Xcel Wealth Management
Florida
$377K -$74.2K -240 -17%
BFM
1030
Boston Financial Management
Massachusetts
$376K -$5.57K -18 -2%
BBA
1031
BLB&B Advisors
Pennsylvania
$374K -$10.2K -33 -3%
DSC
1032
Duncker Streett & Co
Missouri
$372K -$32.8K -106 -8%
MBTD
1033
Mechanics Bank - Trust Department
California
$369K – – –
PCS
1034
Personal CFO Solutions
New Jersey
$369K +$4.95K +16 +1%
ADL
1035
Asset Dedication LLC
California
$366K -$104K -337 -23%
BDF
1036
Balasa Dinverno & Foltz
$365K -$57.8K -187 -14%
AAS
1037
Ameritas Advisory Services
Nebraska
$364K +$23.2K +75 +7%
GTCM
1038
Gyon Technologies Capital Management
New Jersey
$362K -$395K -1,278 -53%
CCA
1039
Childress Capital Advisors
Texas
$362K -$43.3K -140 -11%
PFM
1040
Parsec Financial Management
North Carolina
$361K +$166K +537 +91%
AL
1041
Aspiriant LLC
California
$360K -$13K -42 -4%
CWM
1042
C2C Wealth Management
Arizona
$360K -$3.09K -10 -0.9%
BP
1043
BBR Partners
New York
$356K -$6.49K -21 -2%
CSIC
1044
Clifford Swan Investment Counsel
California
$356K -$2.47K -8 -0.7%
CA
1045
Claro Advisors
Massachusetts
$354K – – –
RB
1046
Renasant Bank
Mississippi
$352K +$14.8K +48 +5%
DBG
1047
De Burlo Group
Massachusetts
$351K -$16.6M -53,800 -98%
KPCM
1048
Kings Point Capital Management
New York
$351K +$13K +42 +4%
OIA
1049
OneDigital Investment Advisors
Kansas
$351K +$153K +494 +82%
PWP
1050
Principle Wealth Partners
Connecticut
$347K – – –
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