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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
2251
Cassaday & Co Wealth Management
Virginia
$325K +$307K +934 New
HCP
2252
Hexagon Capital Partners
Arkansas
$323K -$5.27K -16 -2%
SPWG
2253
Sage Private Wealth Group
Illinois
$323K – – –
VPP
2254
Vertex Planning Partners
Illinois
$323K +$305K +928 New
KFI
2255
Key Financial Inc
Pennsylvania
$322K – – –
BFW
2256
Brady Family Wealth
Missouri
$322K +$304K +925 New
CGA
2257
Crescent Grove Advisors
Illinois
$321K -$987 -3 -0.3%
FBC
2258
Fairfield, Bush & Co
Connecticut
$320K – – –
CIS
2259
Continental Investors Services
Washington
$319K – – –
CAI
2260
Capital Advisors Inc
Oklahoma
$316K +$11.8K +36 +4%
WTA
2261
Washington Trust Advisors
Massachusetts
$316K -$185K -563 -38%
FAG
2262
Fortitude Advisory Group
Washington
$316K +$8.56K +26 +3%
KCM
2263
Kanawha Capital Management
Virginia
$316K -$8.89K -27 -3%
EHWM
2264
Eads & Heald Wealth Management
Georgia
$316K -$987 -3 -0.3%
UBV
2265
United Bank (Virginia)
Virginia
$315K -$13.8K -42 -4%
BWM
2266
Baystate Wealth Management
Massachusetts
$314K – – –
TPWA
2267
TRUE Private Wealth Advisors
Oregon
$314K +$22.4K +68 +8%
TAM
2268
Townsend Asset Management
North Carolina
$314K +$297K +902 New
IVP
2269
Intrinsic Value Partners
Arizona
$313K -$147K -446 -33%
LD
2270
Lipe & Dalton
New York
$313K – – –
CC
2271
Constitution Capital
Connecticut
$313K – – –
LA
2272
Lakeside Advisors
Washington
$313K – – –
RCA
2273
Resonant Capital Advisors
Wisconsin
$311K +$295K +895 New
FI
2274
Financial Insights
Washington
$310K +$293K +891 New
CP
2275
Coho Partners
Pennsylvania
$309K – – –
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