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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
951
Arkadios Wealth Advisors
Georgia
$175K +$124K +1,180 +319%
GI
952
Gradient Investments
Minnesota
$174K – – –
FA
953
Fortis Advisors
Pennsylvania
$170K – – –
LNWWM
954
Laird Norton Wetherby Wealth Management
California
$167K +$155K +1,480 New
AWM
955
Accel Wealth Management
Iowa
$164K +$152K +1,450 New
TC
956
Truvestments Capital
Florida
$161K +$150K +1,430 New
CFA
957
Carroll Financial Associates
North Carolina
$160K +$1.05K +10 +0.7%
AIM
958
Acropolis Investment Management
Missouri
$158K – – –
TIM
959
Tortoise Investment Management
New York
$158K – – –
RWA
960
Ropes Wealth Advisors
Massachusetts
$155K +$6.3K +60 +5%
CB
961
CNB Bank
Pennsylvania
$155K +$27.3K +260 +23%
TFM
962
TFC Financial Management
Massachusetts
$154K – – –
LFG
963
Larson Financial Group
Missouri
$149K +$50.4K +480 +57%
TFA
964
Toth Financial Advisory
Virginia
$147K +$2.1K +20 +2%
OSNBOA
965
Old Second National Bank of Aurora
Illinois
$139K – – –
EDRH
966
Edmond de Rothschild Holding
Switzerland
$139K +$129K +1,230 New
CFG
967
CKW Financial Group
Hawaii
$137K -$45.1K -430 -26%
CAL
968
Capital Analysts LLC
Pennsylvania
$135K -$735K -7,000 -85%
ADL
969
Asset Dedication LLC
California
$134K -$52.5K -500 -30%
BFC
970
Bedel Financial Consulting
Indiana
$134K – – –
TWA
971
TCI Wealth Advisors
Arizona
$132K +$3.15K +30 +3%
OIA
972
Optimum Investment Advisors
Illinois
$131K -$10.5K -100 -8%
PWM
973
Perigon Wealth Management
California
$131K +$122K +1,160 New
RFA
974
Reilly Financial Advisors
California
$128K -$8.4K -80 -7%
WB
975
Webster Bank
Connecticut
$125K +$115K +1,100 New
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