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Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
2801
Valtinson Bruner Financial Planning
Minnesota
$683K -$7.43K -54 -1%
WCWM
2802
Willow Creek Wealth Management
California
$681K -$2.2K -16 -0.3%
VIA
2803
Vident Investment Advisory
Georgia
$674K -$6.74K -49 -1%
HFA
2804
Hoover Financial Advisors
Pennsylvania
$669K +$7.98K +58 +1%
AA
2805
AlphaMark Advisors
Kentucky
$667K +$155K +1,127 +31%
CCA
2806
Conestoga Capital Advisors
Pennsylvania
$664K -$27.5K -200 -4%
ARG
2807
Advisory Resource Group
Oklahoma
$664K -$2.89K -21 -0.4%
EI
2808
Ellevest Inc
New York
$661K -$54.5K -396 -8%
KHLMTHM
2809
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$652K – – –
HCM
2810
Hilton Capital Management
New York
$647K -$903K -6,566 -59%
SFC
2811
SYM Financial Corp
Indiana
$643K +$124K +900 +24%
PWM
2812
Paulson Wealth Management
Illinois
$636K +$27.6K +201 +5%
TIA
2813
Traphagen Investment Advisors
New Jersey
$632K +$27.2K +198 +5%
MWM
2814
Mascoma Wealth Management
New Hampshire
$631K -$23.2K -169 -4%
FTUS
2815
Flow Traders U.S.
New York
$625K +$618K +4,495 New
SIM
2816
Sadoff Investment Management
Wisconsin
$624K +$12.7K +92 +2%
EMFAT
2817
Emerald Mutual Fund Advisers Trust
Pennsylvania
$618K -$32K -233 -5%
MLIC
2818
Mandatum Life Insurance Company
Finland
$618K – – –
NQWM
2819
Northwest Quadrant Wealth Management
Oregon
$618K +$90.8K +660 +17%
NPPM
2820
North Point Portfolio Managers
Ohio
$616K -$4.81K -35 -0.8%
OBWP
2821
O'Brien Wealth Partners
Massachusetts
$615K +$354K +2,575 +139%
SHWM
2822
Smith & Howard Wealth Management
Georgia
$613K +$289K +2,104 +91%
DWA
2823
Dougherty Wealth Advisers
Minnesota
$612K -$115K -838 -16%
KM
2824
Kalos Management
Georgia
$612K -$21K -153 -3%
PPW
2825
Pasadena Private Wealth
California
$612K -$3.02K -22 -0.5%
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113
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