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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1426
Dougherty Wealth Advisers
Minnesota
$196K +$177K +2,831 New
FC
1427
Ferris Capital
Massachusetts
$195K -$4.44K -71 -2%
EDRH
1428
Edmond de Rothschild Holding
Switzerland
$194K -$1.34M -21,476 -88%
RWM
1429
Raffa Wealth Management
District of Columbia
$193K -$140K -2,229 -43%
GI
1430
Gradient Investments
Minnesota
$193K -$50.4K -806 -21%
AW
1431
Alpha Windward
Massachusetts
$183K -$21.9K -350 -11%
WPW
1432
Winthrop Partners - WNY
New York
$179K – – –
DWM
1433
Destination Wealth Management
California
$174K +$36.2K +578 +27%
ADL
1434
Asset Dedication LLC
California
$172K -$6.76K -108 -4%
PK
1435
Pflug Koory
Nebraska
$172K – – –
JFA
1436
JNBA Financial Advisors
Minnesota
$171K +$52K +830 +45%
T
1437
TOBAM
France
$170K +$165K +2,635 New
CIAS
1438
Capital Investment Advisory Services
North Carolina
$170K +$165K +2,636 New
FANJ
1439
Financial Architects (New Jersey)
New Jersey
$168K +$24.2K +387 +17%
FRA
1440
Front Row Advisors
California
$167K -$5.63K -90 -3%
CWM
1441
Cedar Wealth Management
California
$165K – – –
SQA
1442
Simon Quick Advisors
New Jersey
$162K – – –
RFM
1443
Royal Fund Management
Florida
$155K +$63 +1 +0%
RMC
1444
Resources Management Corp
Connecticut
$153K +$1.56K +25 +1%
CIA
1445
CSat Investment Advisory
Michigan
$153K +$16.1K +257 +12%
VCM
1446
Versant Capital Management
Arizona
$152K – – –
RP
1447
Rowlandmiller & Partners
Georgia
$149K – – –
WEC
1448
Winslow Evans & Crocker
Massachusetts
$148K – – –
CQS
1449
Credential Qtrade Securities
$145K -$201K -3,204 -59%
ACM
1450
AUA Capital Management
Pennsylvania
$145K – – –
56 57
58
59 60