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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
276
Geneos Wealth Management
Colorado
$66K +$10.2K +360 +19%
OIA
277
Optimum Investment Advisors
Illinois
$65K – – –
WT
278
Whittier Trust
California
$62K – – –
CA
279
Clearstead Advisors
Ohio
$57K – – –
QCG
280
Quadrant Capital Group
Ohio
$51K – – –
NIM
281
NuWave Investment Management
New Jersey
$49K +$49.1K +1,732 New
HPC
282
HM Payson & Co
Maine
$44K – – –
RIM
283
Rockbridge Investment Management
New York
$40K +$964 +34 +2%
CAL
284
Capital Advisors Ltd
Ohio
$38K +$907 +32 +2%
HNB
285
Huntington National Bank
Ohio
$37K – – –
TC
286
Trust Company
Kansas
$35K – – –
TWP
287
TFO Wealth Partners
Ohio
$35K +$34.8K +1,228 New
FMP
288
Financial Management Professionals
Texas
$31K – – –
PA
289
PSI Advisors
Florida
$30K +$29.8K +1,050 New
HIA
290
Harbor Investment Advisory
Maryland
$28K – – –
CTC
291
Central Trust Company
Missouri
$25K – – –
CAGAS
292
Capital Advisory Group Advisory Services
Minnesota
$24K +$17K +600 +240%
KPCM
293
Kings Point Capital Management
New York
$15K – – –
AA
294
Ancora Advisors
Ohio
$14K – – –
GWSG
295
GPS Wealth Strategies Group
Colorado
$14K – – –
CG
296
Cutler Group
California
$13K -$62.9K -2,220 -83%
PFA
297
Professional Financial Advisors
Nebraska
$13K – – –
ODG
298
O'Dell Group
Ohio
$12K +$12.4K +436 New
NFG
299
Next Financial Group
Texas
$10K +$4.51K +159 +82%
MAM
300
Meeder Asset Management
Ohio
$8K -$22.4K -789 -75%
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12
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