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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1601
Evolution Wealth Advisors
Florida
$313K +$118K +1,500 +57%
VBA
1602
von Borstel & Associates
Oregon
$312K +$157 +2 +0%
RCA
1603
Resonant Capital Advisors
Wisconsin
$311K +$6.75K +86 +2%
OPTFSNA
1604
Old Point Trust & Financial Services N A
Virginia
$310K – – –
CBA
1605
Coastal Bridge Advisors
Connecticut
$310K +$5.73K +73 +2%
CAM
1606
Cypress Asset Management
Texas
$309K -$315K -4,010 -50%
PWW
1607
Pettyjohn Wood & White
Virginia
$307K -$1.02K -13 -0.3%
AL
1608
Aspiriant LLC
California
$306K -$80.5K -1,025 -20%
WG
1609
Wealth Group
North Carolina
$305K +$13.5K +172 +4%
RPWA
1610
Regent Peak Wealth Advisors
Georgia
$305K -$1.38M -17,582 -81%
FPAS
1611
Focus Partners Advisor Solutions
Missouri
$304K -$348K -4,426 -52%
FFWM
1612
Future Financial Wealth Management
Ohio
$304K -$7.86K -100 -2%
QFMHK
1613
Q Fund Management (Hong Kong)
$303K +$314K +4,000 New
DAM
1614
Doheny Asset Management
California
$302K – – –
AP
1615
Appleton Partners
Massachusetts
$301K -$45.9K -584 -13%
BOS
1616
Bank of Stockton
California
$301K -$1.81K -23 -0.6%
AA
1617
Alta Advisers
United Kingdom
$300K +$44.1K +561 +17%
DE
1618
Diversified Enterprises
Delaware
$299K -$27.4K -349 -8%
SFS
1619
Strategic Financial Services
New York
$298K -$5.73K -73 -2%
GWANC
1620
Guardian Wealth Advisors (North Carolina)
North Carolina
$298K -$7.54K -96 -2%
CF
1621
Clarity Financial
Texas
$297K -$30.6K -390 -9%
FCA
1622
FLC Capital Advisors
California
$296K – – –
PWPS
1623
Pinnacle Wealth Planning Services
Ohio
$296K -$155K -1,967 -33%
ATC
1624
Adirondack Trust Company
New York
$296K -$78.9K -1,005 -20%
AWMM
1625
Aegis Wealth Management (Maryland)
Maryland
$295K +$307K +3,905 New
63 64
65
66 67