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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
576
Principle Wealth Partners
Connecticut
$299K -$13K -105 -4%
AWA
577
Aaron Wealth Advisors
Illinois
$298K +$13.6K +110 +4%
BL
578
Balentine LLC
Georgia
$298K +$327K +2,636 New
MHS
579
M Holdings Securities
Oregon
$293K -$3.72K -30 -1%
BS
580
Boenning & Scattergood
Pennsylvania
$290K – – –
BP
581
Ballentine Partners
Massachusetts
$290K +$4.09K +33 +1%
CA
582
Crumly & Associates
Illinois
$289K -$194K -1,568 -38%
LWAC
583
Laurel Wealth Advisors (California)
California
$286K -$22.8K -184 -7%
AIA
584
Armor Investment Advisors
North Carolina
$283K – – –
RCS
585
Retirement Capital Strategies
California
$283K – – –
EFS
586
Essex Financial Services
Connecticut
$283K +$48.9K +395 +19%
TSS
587
Two Sigma Securities
New York
$281K +$308K +2,485 New
ICG
588
InterOcean Capital Group
Tennessee
$280K +$306K +2,471 New
BMC
589
Beaton Management Company
Massachusetts
$276K – – –
LFAS
590
Level Four Advisory Services
Texas
$274K -$34.6K -279 -10%
PWPS
591
Pinnacle Wealth Planning Services
Ohio
$267K +$38.9K +314 +15%
AWA
592
Amplius Wealth Advisors
Pennsylvania
$266K +$33.2K +268 +13%
PAM
593
Panagora Asset Management
Massachusetts
$265K – – –
WA
594
WealthTrust Axiom
Pennsylvania
$265K – – –
MWM
595
Modera Wealth Management
New Jersey
$261K -$743 -6 -0.3%
TFS
596
Thoroughbred Financial Services
Tennessee
$257K – – –
AIA
597
Avalon Investment & Advisory
Texas
$253K +$277K +2,238 New
CG
598
Cynosure Group
Utah
$253K +$277K +2,238 New
ECM
599
Everence Capital Management
Indiana
$251K -$368K -2,970 -57%
CA
600
Claris Advisors
Missouri
$251K – – –
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