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Name Holding Trade Value Shares
Change 		Change in
Stake
UH
901
Unigestion Holding
Switzerland
$416K +$465K +15,530 New
SVWA
902
Sound View Wealth Advisors
Georgia
$414K +$462K +15,450 New
VC
903
Vicus Capital
Pennsylvania
$412K +$898 +30 +0.2%
SFA
904
Sequoia Financial Advisors
Ohio
$410K -$143K -4,790 -24%
JFA
905
Johanson Financial Advisors
California
$410K -$21.5K -720 -4%
MC
906
Miles Capital
Iowa
$410K -$2.69K -90 -0.6%
OA
907
Oak Associates
Ohio
$408K -$145K -4,850 -24%
NL
908
NWAM LLC
Washington
$408K -$46.7K -1,560 -9%
CG
909
Caprock Group
Idaho
$408K +$66.4K +2,220 +17%
PFA
910
Paradigm Financial Advisors
Missouri
$406K -$9.58K -320 -2%
LCC
911
Lincoln Capital Corp
Rhode Island
$404K -$2.99K -100 -0.7%
PI
912
Pathlight Investors
Arizona
$403K +$377K +12,610 New
NWM
913
Northwest Wealth Management
Iowa
$401K – – –
SSP
914
Sapphire Star Partners
Washington
$401K – – –
GWM
915
Greenwich Wealth Management
Connecticut
$399K +$15.3K +510 +4%
GFS
916
GYL Financial Synergies
Connecticut
$398K +$445K +14,880 New
QCG
917
Quadrant Capital Group
Ohio
$397K -$10.8K -360 -2%
MMPW
918
Mitchell McLeod Pugh & Williams
Alabama
$395K – – –
CIC
919
Carnegie Investment Counsel
Ohio
$393K +$23.6K +790 +6%
EWM
920
Evercore Wealth Management
New York
$392K +$20.6K +690 +5%
FANJ
921
Financial Architects (New Jersey)
New Jersey
$389K -$134K -4,480 -24%
FIM
922
Fernwood Investment Management
Massachusetts
$389K +$34.4K +1,150 +9%
AC
923
Addison Capital
Pennsylvania
$388K -$5.99K -200 -1%
SIC
924
SFE Investment Counsel
California
$385K – – –
MFG
925
Merit Financial Group
Georgia
$379K -$39.5K -1,320 -9%
35 36
37
38 39