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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
476
Bristlecone Advisors
Washington
$813K +$595K +8,570 New
VWM
477
Vigilare Wealth Management
Arizona
$807K +$34K +490 +6%
CFD
478
Creative Financial Designs
Indiana
$804K +$519K +7,470 +747%
V
479
Veritable
Delaware
$802K +$3.47K +50 +0.6%
SXL
480
Summit X LLC
Missouri
$793K -$137K -1,970 -19%
AT
481
Arden Trust
Delaware
$787K -$36.1K -520 -6%
GAM
482
Gotham Asset Management
New York
$783K -$779K -11,220 -58%
BFEC
483
Benjamin F. Edwards & Company
Missouri
$783K +$11.8K +170 +2%
VHAM
484
Van Hulzen Asset Management
California
$778K -$72.9K -1,050 -11%
CAL
485
Capital Analysts LLC
Pennsylvania
$777K -$267K -3,850 -32%
GIA
486
Gateway Investment Advisers
Ohio
$769K +$562K +8,100 New
FAM
487
Fulcrum Asset Management
United Kingdom
$769K +$571K +8,230 New
VFA
488
Valeo Financial Advisors
Indiana
$757K -$83.3K -1,200 -13%
IFWM
489
Institute for Wealth Management
Colorado
$730K +$2.78K +40 +0.5%
FPS
490
Fieldpoint Private Securities
Connecticut
$712K -$614K -8,850 -54%
CIAS
491
Capital Investment Advisory Services
North Carolina
$711K +$45.1K +650 +10%
CIA
492
Capital Investment Advisors
Georgia
$711K +$73.6K +1,060 +16%
BFA
493
Benedict Financial Advisors
Georgia
$707K – – –
AP
494
Advisor Partners
California
$707K +$162K +2,340 +46%
SP
495
SWS Partners
Ohio
$707K +$479K +6,900 New
ODIJL
496
One Day In July LLC
Vermont
$706K – – –
EWM
497
Empirical Wealth Management
Washington
$705K +$83.3K +1,200 +19%
MIM
498
Moseley Investment Management
Florida
$693K +$84K +1,210 +20%
IAP
499
Indie Asset Partners
Indiana
$684K -$21.5K -310 -4%
OFS
500
OneAscent Financial Services
Alabama
$679K -$103K -1,490 -17%
18 19
20
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