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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1076
Archer Investment Corporation
Indiana
$538K -$105K -287 -17%
GWM
1077
GDS Wealth Management
Texas
$536K -$730 -2 -0.1%
GDP
1078
Great Diamond Partners
Maine
$536K +$14.6K +40 +3%
SSW
1079
Smith Shellnut Wilson
Mississippi
$534K -$2.92K -8 -0.6%
EBT
1080
Enterprise Bank & Trust
Massachusetts
$534K +$61K +167 +14%
AI
1081
AXS Investments
New York
$533K -$16.4K -45 -3%
GWSG
1082
GPS Wealth Strategies Group
Colorado
$530K +$4.02K +11 +0.8%
AA
1083
ALPS Advisors
Colorado
$527K +$279K +763 +123%
CHAM
1084
Clear Harbor Asset Management
Connecticut
$524K +$9.13K +25 +2%
MWM
1085
Mission Wealth Management
California
$521K +$3.65K +10 +0.7%
TCM
1086
Teza Capital Management
Illinois
$521K +$499K +1,366 New
FA
1087
Faithward Advisors
Pennsylvania
$519K -$11.3K -31 -2%
MPCG
1088
Matrix Private Capital Group
New York
$519K – – –
FPCP
1089
Fort Point Capital Partners
California
$518K -$1.1K -3 -0.2%
OFG
1090
Oxford Financial Group
Indiana
$514K +$149K +408 +43%
NP
1091
NorthRock Partners
Minnesota
$513K -$35.1K -96 -7%
AR
1092
Advisory Research
Illinois
$511K +$489K +1,340 New
SIC
1093
Samalin Investment Counsel
New York
$510K +$103K +282 +27%
LFA
1094
Legacy Financial Advisors
Kentucky
$507K +$43.8K +120 +10%
AWM
1095
AllSquare Wealth Management
New York
$504K – – –
RFN
1096
RDA Financial Network
Iowa
$501K +$251K +687 +109%
SIC
1097
Salem Investment Counselors
North Carolina
$500K -$18.3K -50 -4%
HI
1098
Harbour Investments
Wisconsin
$499K +$96.4K +264 +25%
SW
1099
SlateStone Wealth
Florida
$497K +$12.4K +34 +3%
AA
1100
Alta Advisers
United Kingdom
$495K – – –
42 43
44
45 46