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Name Holding Trade Value Shares
Change 		Change in
Stake
PR
1251
Payden & Rygel
California
$118K – – –
BRC
1252
Bell Rock Capital
Delaware
$114K -$18.2K -337 -15%
FC
1253
Ferris Capital
Massachusetts
$112K +$103K +1,905 New
VWA
1254
V Wealth Advisors
Kansas
$100K +$90.1K +1,671 New
PCTC
1255
Perkins Coie Trust Company
Washington
$98K – – –
HT
1256
Heritage Trust
Oklahoma
$95K – – –
AIM
1257
Acrospire Investment Management
Illinois
$89K +$80.9K +1,500 New
MPWT
1258
MassMutual Private Wealth & Trust
Connecticut
$86K +$43.7K +811 +125%
BC
1259
Blackhill Capital
New Jersey
$83K – – –
SIAS
1260
Shine Investment Advisory Services
Colorado
$81K +$74.5K +1,381 New
FPA
1261
Fieldpoint Private Advisors
New York
$77K -$17K -315 -19%
TC
1262
Trust Company
Kansas
$75K -$19.1K -355 -22%
RFWA
1263
RPg Family Wealth Advisory
Massachusetts
$72K +$21K +389 +47%
CFD
1264
Creative Financial Designs
Indiana
$68K – – –
OIA
1265
OneDigital Investment Advisors
Kansas
$65K +$59.5K +1,103 New
CCS
1266
Crosspoint Capital Strategies
California
$64K – – –
QAM
1267
QCI Asset Management
New York
$61K +$324 +6 +0.6%
ACM
1268
AUA Capital Management
Pennsylvania
$56K +$20.2K +375 +66%
RPG
1269
Risk Paradigm Group
Texas
$53.1K – – –
AWM
1270
AllSquare Wealth Management
New York
$53K -$102K -1,900 -68%
EMG
1271
ETF Managers Group
New Jersey
$51K +$46.4K +861 New
SHJ
1272
Sharkey, Howes & Javer
Colorado
$49K – – –
LWA
1273
Lenox Wealth Advisors
New York
$49K +$108 +2 +0.2%
AIM
1274
Advantage Investment Management
Iowa
$48K +$5.5K +102 +14%
LF
1275
Lee Financial
Texas
$47K – – –
49 50
51
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