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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
801
Capital Investment Advisory Services
North Carolina
$873K -$29.5K -850 -3%
LFDLE
802
La Financiere de L'Echiquier
France
$869K -$220K -6,360 -21%
IWS
803
Insight Wealth Strategies
California
$864K -$14.9K -430 -2%
HWMG
804
Hurlow Wealth Management Group
Indiana
$857K – – –
WSFS
805
Wilmington Savings Fund Society
Delaware
$856K +$9.01K +260 +1%
GCMG
806
Gyroscope Capital Management Group
Florida
$855K -$111K -3,200 -12%
CA
807
Calton & Associates
Florida
$843K -$4.16K -120 -0.5%
ICM
808
IMS Capital Management
Oregon
$839K -$520K -15,000 -39%
KLI
809
Kelman-Lazarov Inc
Tennessee
$829K -$17.3K -500 -2%
WPW
810
Waldron Private Wealth
Pennsylvania
$829K +$88.1K +2,540 +12%
NCM
811
Northstar Capital Management
New York
$827K +$459K +13,240 +133%
AIM
812
Axiom Investment Management
New York
$820K +$243K +7,000 +44%
BWP
813
Bernardo Wealth Planning
Pennsylvania
$815K -$10.4K -300 -1%
NFC
814
Northeast Financial Consultants
Connecticut
$804K +$782K +22,560 New
BAM
815
Bruderman Asset Management
New York
$803K +$504K +14,540 +182%
TSS
816
Two Sigma Securities
New York
$802K -$2.06M -59,520 -73%
MLL
817
Moody Lynn & Lieberson
Massachusetts
$802K +$115K +3,330 +17%
VAS
818
Vestmark Advisory Solutions
Massachusetts
$781K +$759K +21,900 New
WEC
819
Winslow Evans & Crocker
Massachusetts
$776K +$277K +8,000 +58%
AFG
820
Albion Financial Group
Utah
$772K +$17.3K +500 +2%
FHA
821
First Horizon Advisors
Tennessee
$772K +$139K +4,000 +23%
TFS
822
Thoroughbred Financial Services
Tennessee
$765K +$143K +4,130 +24%
CG
823
Caprock Group
Idaho
$756K +$207K +5,970 +39%
FIA
824
FNY Investment Advisers
New York
$755K +$734K +21,180 New
CWM
825
Cornerstone Wealth Management
Missouri
$752K +$176K +5,070 +23%
31 32
33
34 35