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Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1226
Archford Capital Strategies
Illinois
$544K -$163K -2,082 -24%
GFS
1227
GYL Financial Synergies
Connecticut
$544K -$1.1K -14 -0.2%
WWM
1228
Windsor Wealth Management
Indiana
$543K +$94.5K +1,205 +23%
NC
1229
NewSquare Capital
Pennsylvania
$543K +$204K +2,603 +67%
WAG
1230
Winthrop Advisory Group
Massachusetts
$541K -$183K -2,339 -27%
NAM
1231
NorthCoast Asset Management
Connecticut
$540K +$505K +6,439 New
PAI
1232
Pittenger & Anderson Inc
Nebraska
$537K -$15.7K -200 -3%
NVIM
1233
New Vernon Investment Management
Illinois
$537K – – –
BFM
1234
Boston Financial Management
Massachusetts
$537K +$863 +11 +0.2%
EB
1235
Eastern Bank
Massachusetts
$532K -$44.1K -562 -8%
ME
1236
McIlrath & Eck
Washington
$526K – – –
ACA
1237
Aptus Capital Advisors
Alabama
$524K -$68.1K -869 -12%
PIP
1238
Peachtree Investment Partners
Florida
$522K +$488K +6,225 New
TFS
1239
Thoroughbred Financial Services
Tennessee
$520K +$46.3K +591 +11%
CAAS
1240
Capital Asset Advisory Services
Michigan
$520K – – –
GI
1241
Gradient Investments
Minnesota
$519K +$26.3K +336 +6%
ST
1242
Smithfield Trust
Pennsylvania
$519K +$62.7K +800 +15%
AIM
1243
Acropolis Investment Management
Missouri
$514K -$784 -10 -0.2%
CAIMH
1244
Central Asset Investments & Management Holdings
Hong Kong
$512K -$247K -3,150 -34%
KB
1245
Kimelman & Baird
New York
$511K -$10.8M -138,016 -96%
LSA
1246
L & S Advisors
California
$508K -$73.2K -933 -13%
WANY
1247
Wealthspire Advisors (New York)
New York
$508K +$475K +6,057 New
PHK
1248
Point72 Hong Kong
Hong Kong
$506K +$473K +6,032 New
SCG
1249
Sonata Capital Group
Washington
$505K +$78 +1 +0%
BAC
1250
Boys Arnold & Co
North Carolina
$504K – – –
48 49
50
51 52