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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1076
GDS Wealth Management
Texas
$536K -$730 -2 -0.1%
GDP
1077
Great Diamond Partners
Maine
$536K +$14.6K +40 +3%
SSW
1078
Smith Shellnut Wilson
Mississippi
$534K -$2.92K -8 -0.6%
EBT
1079
Enterprise Bank & Trust
Massachusetts
$534K +$61K +167 +14%
AI
1080
AXS Investments
New York
$533K -$16.4K -45 -3%
GWSG
1081
GPS Wealth Strategies Group
Colorado
$530K +$4.02K +11 +0.8%
AA
1082
ALPS Advisors
Colorado
$527K +$279K +763 +123%
CHAM
1083
Clear Harbor Asset Management
Connecticut
$524K +$9.13K +25 +2%
MWM
1084
Mission Wealth Management
California
$521K +$3.65K +10 +0.7%
TCM
1085
Teza Capital Management
Illinois
$521K +$499K +1,366 New
FA
1086
Faithward Advisors
Pennsylvania
$519K -$11.3K -31 -2%
MPCG
1087
Matrix Private Capital Group
New York
$519K – – –
FPCP
1088
Fort Point Capital Partners
California
$518K -$1.1K -3 -0.2%
OFG
1089
Oxford Financial Group
Indiana
$514K +$149K +408 +43%
NP
1090
NorthRock Partners
Minnesota
$513K -$35.1K -96 -7%
AR
1091
Advisory Research
Illinois
$511K +$489K +1,340 New
SIC
1092
Samalin Investment Counsel
New York
$510K +$103K +282 +27%
LFA
1093
Legacy Financial Advisors
Kentucky
$507K +$43.8K +120 +10%
AWM
1094
AllSquare Wealth Management
New York
$504K – – –
RFN
1095
RDA Financial Network
Iowa
$501K +$251K +687 +109%
SIC
1096
Salem Investment Counselors
North Carolina
$500K -$18.3K -50 -4%
HI
1097
Harbour Investments
Wisconsin
$499K +$96.4K +264 +25%
SW
1098
SlateStone Wealth
Florida
$497K +$12.4K +34 +3%
AA
1099
Alta Advisers
United Kingdom
$495K – – –
SOAMC
1100
Spirit of America Management Corp
New York
$495K – – –
42 43
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