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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1176
Paloma Partners
Connecticut
$537K +$515K +1,307 New
PB
1177
Pinnacle Bancorp
Nebraska
$536K – – –
FAM
1178
Formidable Asset Management
Ohio
$536K +$514K +1,304 New
SWM
1179
Scissortail Wealth Management
Oklahoma
$535K +$520K +1,319 New
AA
1180
Alta Advisers
United Kingdom
$534K – – –
SOAMC
1181
Spirit of America Management Corp
New York
$534K – – –
FFN
1182
Focus Financial Network
Minnesota
$532K +$511K +1,296 New
MW
1183
Marcum Wealth
Ohio
$530K -$34.3K -87 -6%
IWA
1184
Icon Wealth Advisors
Texas
$530K +$508K +1,289 New
PS
1185
Portfolio Strategies
New York
$528K -$3.15K -8 -0.6%
PCIG
1186
Partners Capital Investment Group
Massachusetts
$527K -$16.2K -41 -3%
OL
1187
OneFund LLC
Florida
$527K +$506K +1,283 New
FNFDCM
1188
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$526K – – –
QWP
1189
Quotient Wealth Partners
Texas
$524K +$504K +1,277 New
AA
1190
ALPS Advisors
Colorado
$524K -$19.7K -50 -4%
FF
1191
Fluent Financial
Texas
$518K +$142K +361 +40%
JWCA
1192
J.W. Cole Advisors
Florida
$518K +$92.7K +235 +23%
WMA
1193
Wealth Management Associates
New Jersey
$514K +$15K +38 +3%
BIC
1194
Beach Investment Counsel
Pennsylvania
$513K -$789K -2,000 -62%
SIC
1195
Salem Investment Counselors
North Carolina
$512K -$25.6K -65 -5%
THWM
1196
Taylor Hoffman Wealth Management
Virginia
$512K – – –
BJL
1197
Brighton Jones LLC
Washington
$510K +$394 +1 +0.1%
EAM
1198
Empirical Asset Management
Massachusetts
$510K +$490K +1,242 New
PG
1199
Proffitt & Goodson
Tennessee
$510K -$22.1K -56 -4%
RC
1200
Roundview Capital
New Jersey
$509K +$84K +213 +21%
46 47
48
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