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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1351
Great Diamond Partners
Maine
$513K +$478K +5,070 New
LSAG
1352
Lake Street Advisors Group
New Hampshire
$512K +$38.6K +409 +9%
MIM
1353
Miller Investment Management
Pennsylvania
$511K -$21K -223 -4%
BWL
1354
Bogart Wealth LLC
Virginia
$511K +$25.5K +271 +6%
NFG
1355
Next Financial Group
Texas
$511K +$102K +1,087 +27%
FSC
1356
Full Sail Capital
Oklahoma
$510K -$11.9K -126 -2%
BPB
1357
Badgley, Phelps & Bell
Washington
$510K -$5.37K -57 -1%
CYG
1358
Clean Yield Group
Vermont
$510K +$1.13K +12 +0.2%
FIM
1359
Freedom Investment Management
Connecticut
$509K -$34.3K -364 -7%
VVP
1360
Venture Visionary Partners
Ohio
$509K +$474K +5,025 New
LWM
1361
Lenox Wealth Management
Ohio
$508K +$1.7K +18 +0.4%
LCH
1362
Lee Capital Holdings
New York
$507K – – –
VIM
1363
Veritas Investment Management
United Kingdom
$507K +$17.9K +190 +4%
TL
1364
TrueWealth LLC
Georgia
$506K -$23.7K -251 -5%
VFA
1365
Valeo Financial Advisors
Indiana
$506K +$4.9K +52 +1%
EF
1366
Empirical Finance
Pennsylvania
$498K +$162K +1,719 +54%
NJBEST
1367
New Jersey Better Educational Savings Trust
New Jersey
$496K +$179K +1,900 +63%
SMG
1368
Spectrum Management Group
Indiana
$495K +$2.83K +30 +0.6%
MBT
1369
Montecito Bank & Trust
California
$495K +$47.2K +501 +11%
PCG
1370
Private Capital Group
Connecticut
$494K +$189 +2 +0%
MWA
1371
Meridian Wealth Advisors
Texas
$493K +$848 +9 +0.2%
TSW
1372
Thompson Siegel & Walmsley
Virginia
$493K +$17K +180 +4%
OIA
1373
OneDigital Investment Advisors
Kansas
$487K -$322K -3,419 -42%
ZAM
1374
Zevin Asset Management
Massachusetts
$486K – – –
BC
1375
Burleson & Co
California
$483K +$471 +5 +0.1%
53 54
55
56 57