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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2101
Focused Wealth Management
New York
$351K -$28.1K -497 -8%
PS
2102
Portfolio Solutions
Michigan
$351K +$10.7K +189 +3%
DTL
2103
Dynamic Technology Lab
Singapore
$350K +$342K +6,066 New
RFWA
2104
RPg Family Wealth Advisory
Massachusetts
$349K -$224K -3,968 -40%
GI
2105
Gradient Investments
Minnesota
$348K -$4.37M -77,354 -93%
BFG
2106
Bouchey Financial Group
New York
$348K – – –
DWM
2107
Dakota Wealth Management
Florida
$348K +$16.9K +300 +5%
EWM
2108
Evermay Wealth Management
Virginia
$347K +$23.4K +415 +7%
PGCM
2109
Prescott Group Capital Management
Oklahoma
$346K – – –
AWA
2110
Arete Wealth Advisors
Illinois
$346K +$40.5K +717 +14%
JWA
2111
JFS Wealth Advisors
Pennsylvania
$342K -$261K -4,615 -44%
B
2112
Bellecapital
Switzerland
$340K – – –
MC
2113
Montag & Caldwell
Georgia
$340K – – –
AF
2114
Affiance Financial
Minnesota
$338K +$18.7K +332 +6%
LWA
2115
Lenox Wealth Advisors
New York
$337K +$564 +10 +0.2%
BIC
2116
Beach Investment Counsel
Pennsylvania
$336K – – –
DOA
2117
D'Orazio & Associates
Virginia
$335K -$70.6K -1,250 -18%
TG
2118
Threshold Group
Washington
$335K – – –
GIM
2119
Groesbeck Investment Management
New Jersey
$334K – – –
DE
2120
Day & Ennis
Georgia
$334K +$18.3K +325 +6%
AP
2121
Atwood & Palmer
Missouri
$333K +$9.14K +162 +3%
SPWA
2122
SteelBridge Private Wealth Advisors
Florida
$331K +$15.5K +275 +5%
NEPWA
2123
New England Private Wealth Advisors
Massachusetts
$330K +$282 +5 +0.1%
AZA
2124
Arthur Zaske & Associates
Michigan
$327K +$320K +5,670 New
ZF
2125
Zhang Financial
Michigan
$322K – – –
83 84
85
86 87