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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
276
Valeo Financial Advisors
Indiana
$70K – – –
ZB
277
Zions Bancorporation
Utah
$69K -$1.46K -6 -2%
PWPS
278
Pinnacle Wealth Planning Services
Ohio
$68K +$58.4K +240 New
JWM
279
Janiczek Wealth Management
Colorado
$67K +$45K +185 +370%
EWM
280
Endurance Wealth Management
Rhode Island
$64K – – –
NL
281
NKCFO LLC
Illinois
$64K – – –
BFC
282
Bedel Financial Consulting
Indiana
$60K – – –
CCA
283
Column Capital Advisors
Indiana
$59K – – –
AAMU
284
Amundi Asset Management US
Massachusetts
$57K – – –
TCM
285
Tanaka Capital Management
New York
$52K – – –
CAAS
286
Capital Asset Advisory Services
Michigan
$52K +$44.7K +184 New
BWM
287
Birchcreek Wealth Management
Ohio
$46K +$40.1K +165 New
LWA
288
Lenox Wealth Advisors
New York
$44K – – –
CCM
289
Covington Capital Management
California
$43K – – –
OIA
290
Optimum Investment Advisors
Illinois
$43K – – –
FFC
291
First Financial Corp
Indiana
$42K – – –
HIA
292
Harbor Investment Advisory
Maryland
$40K – – –
BFG
293
Baron Financial Group
New Jersey
$35.4K -$6.08K -25 -17%
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$33K +$6.81K +28 +31%
WEC
295
Winslow Evans & Crocker
Massachusetts
$31K +$26.3K +108 New
RWB
296
RMR Wealth Builders
New Jersey
$31K +$26.8K +110 New
EW
297
Evoke Wealth
California
$29K – – –
CSS
298
Cubist Systematic Strategies
Connecticut
$28K -$1.2M -4,923 -98%
IA
299
IFP Advisors
Florida
$28K -$6.57K -27 -22%
DAM
300
Delta Asset Management
Tennessee
$28K – – –
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