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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
676
Legacy Financial Advisors
Kentucky
$28K – – –
LWA
677
Lowe Wealth Advisors
Maryland
$28K – – –
PCA
678
Peddock Capital Advisors
Massachusetts
$28K – – –
B
679
Bridgeworth
Alabama
$28K +$25K +1,230 New
LA
680
Legacy Advisors
Pennsylvania
$27K -$2.44K -120 -9%
CFC
681
Coyle Financial Counsel
Illinois
$27K – – –
FPS
682
Fieldpoint Private Securities
Connecticut
$27K – – –
HS
683
Horan Securities
United States
$26K – – –
MMG
684
Monetary Management Group
Missouri
$26K – – –
KL
685
KWMG LLC
Kansas
$26K +$23.5K +1,155 New
CWA
686
Clarus Wealth Advisors
Arizona
$26K +$30.2K +1,485 New
MFW
687
Mosaic Family Wealth
Missouri
$25K – – –
FPFS
688
First Personal Financial Services
North Carolina
$25K +$1.83K +90 +9%
BDWM
689
Brewin Dolphin Wealth Management
Ireland
$24K – – –
WPW
690
Winthrop Partners - WNY
New York
$24K – – –
AIM
691
Advantage Investment Management
Iowa
$24K -$58.2K -2,865 -73%
PFGIA
692
Patriot Financial Group Insurance Agency
Massachusetts
$24K -$4.27K -210 -17%
AP
693
Atwood & Palmer
Missouri
$24K – – –
CAL
694
Capital Advisors Ltd
Ohio
$24K – – –
NCM
695
Nelson Capital Management
California
$24K +$610 +30 +3%
PRS
696
Pinkerton Retirement Specialists
Idaho
$22K – – –
SIS
697
Sound Income Strategies
Florida
$22K +$12.5K +615 +178%
PCM
698
Peak Capital Management
Colorado
$22K +$19.2K +945 New
QAM
699
QCI Asset Management
New York
$22K +$19.8K +975 New
EWM
700
Elmwood Wealth Management
California
$21.6K -$6.1K -300 -24%
26 27
28
29 30