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Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
1201
GPS Wealth Strategies Group
Colorado
$570K -$10.1K -23 -2%
BJL
1202
Brighton Jones LLC
Washington
$570K +$33K +75 +6%
CH
1203
Cromwell Holdings
Wyoming
$570K +$571K +1,298 New
BIP
1204
Blueprint Investment Partners
North Carolina
$567K -$330K -749 -37%
OFG
1205
Oxford Financial Group
Indiana
$567K -$23.3K -53 -4%
MS
1206
Maven Securities
Jersey
$564K -$351K -798 -38%
PS
1207
Portfolio Strategies
New York
$564K – – –
FNFDCM
1208
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$562K – – –
LFAS
1209
Level Four Advisory Services
Texas
$561K -$1.48M -3,358 -72%
USB
1210
Union Savings Bank
Connecticut
$560K +$24.6K +56 +5%
WBC
1211
West Branch Capital
Massachusetts
$559K +$106K +242 +23%
MSS
1212
Mitchell Sinkler & Starr
Pennsylvania
$558K +$99.9K +227 +22%
OL
1213
OneFund LLC
Florida
$557K +$5.28K +12 +1%
LA
1214
Legacy Advisors
Pennsylvania
$556K +$237K +539 +74%
VCM
1215
Violich Capital Management
California
$556K – – –
KCM
1216
Kathmere Capital Management
Pennsylvania
$556K +$557K +1,267 New
HFM
1217
Hartford Funds Management
Pennsylvania
$555K +$284K +645 +104%
GWM
1218
GDS Wealth Management
Texas
$552K -$27.3K -62 -5%
BIC
1219
Beach Investment Counsel
Pennsylvania
$549K – – –
AWA
1220
Arete Wealth Advisors
Illinois
$543K +$544K +1,237 New
AWA
1221
Arkadios Wealth Advisors
Georgia
$541K +$131K +297 +32%
DAS
1222
Diversify Advisory Services
Utah
$540K -$304K -691 -36%
RB
1223
Renasant Bank
Mississippi
$536K +$102K +231 +23%
HR
1224
Hardy Reed
Mississippi
$534K +$536K +1,218 New
WDA
1225
Wendell David Associates
New Hampshire
$531K +$26.4K +60 +5%
47 48
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