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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1326
Iconiq Capital
California
$895K +$386K +1,905 +82%
AFAS
1327
Acorn Financial Advisory Services
Virginia
$894K -$15.2K -75 -2%
UWS
1328
Unique Wealth Strategies
Illinois
$893K -$31.4K -155 -4%
WFI
1329
West Family Investments
California
$893K +$181K +895 +27%
NP
1330
Ninepoint Partners
Ontario, Canada
$888K – – –
EAM
1331
Evanson Asset Management
California
$888K – – –
GJWM
1332
Gilliland Jeter Wealth Management
Arkansas
$887K +$2.03K +10 +0.2%
OWA
1333
Outlook Wealth Advisors
Texas
$886K +$9.12K +45 +1%
NWAG
1334
Net Worth Advisory Group
Utah
$884K -$246K -1,215 -23%
HCM
1335
HMS Capital Management
Tennessee
$882K -$52.7K -260 -6%
RZH
1336
Relyea Zuckerberg Hanson
Connecticut
$882K +$398K +1,965 +90%
CIA
1337
Choate Investment Advisors
Massachusetts
$877K +$109K +540 +15%
MHC
1338
Meyer Handelman Company
New York
$875K – – –
FAFN
1339
First Affirmative Financial Network
Colorado
$873K -$71.9K -355 -8%
IHL
1340
Investment House LLC
California
$871K -$33.4K -165 -4%
AT
1341
American Trust
Kentucky
$869K -$12.2K -60 -1%
BI
1342
BlueSpruce Investments
Illinois
$869K – – –
AWA
1343
Aaron Wealth Advisors
Illinois
$862K +$161K +795 +24%
MYIA
1344
Mount Yale Investment Advisors
Colorado
$861K +$58.7K +290 +8%
CIC
1345
Cornercap Investment Counsel
Georgia
$861K -$227K -1,120 -22%
EWM
1346
Evermay Wealth Management
Virginia
$858K +$18.2K +90 +2%
CAG
1347
Csenge Advisory Group
Florida
$857K -$80K -395 -9%
FFM
1348
Forum Financial Management
Illinois
$855K +$282K +1,390 +53%
BGA
1349
Battery Global Advisors
Massachusetts
$854K – – –
PWPS
1350
Pinnacle Wealth Planning Services
Ohio
$851K -$336K -1,660 -29%
52 53
54
55 56