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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
576
Ropes Wealth Advisors
Massachusetts
$26K +$25.5K +376 New
BFC
577
Bedel Financial Consulting
Indiana
$25K – – –
CI
578
CX Institutional
Indiana
$25K +$24.8K +365 New
CAW
579
Cornerstone Advisors (Washington)
Washington
$24K +$5.23K +77 +29%
BWA
580
BDO Wealth Advisors
Florida
$23K – – –
IFAM
581
Institutional & Family Asset Management
Colorado
$23K +$2.04K +30 +10%
FPFS
582
First Personal Financial Services
North Carolina
$22K – – –
RFM
583
Royal Fund Management
Florida
$21K +$136 +2 +0.7%
PMFA
584
Plante Moran Financial Advisors
Michigan
$21K +$2.17K +32 +12%
PCIA
585
Prime Capital Investment Advisors
Kansas
$21K +$20.4K +300 New
HGWM
586
Harvest Group Wealth Management
Massachusetts
$20K – – –
TFS
587
TrustCore Financial Services
Tennessee
$20K +$19.2K +283 New
DSC
588
Duncker Streett & Co
Missouri
$19K – – –
FGAM
589
Financial Gravity Asset Management
Texas
$19K +$6.92K +102 +62%
MRCM
590
M&R Capital Management
New Jersey
$18K – – –
AWMF
591
Arbor Wealth Management (Florida)
Florida
$17K – – –
HCM
592
Highlander Capital Management
New Jersey
$17K – – –
PGAM
593
Princeton Global Asset Management
New Jersey
$17K – – –
SSB
594
Sandy Spring Bank
Maryland
$17K – – –
CYG
595
Clean Yield Group
Vermont
$15K – – –
POIA
596
Pin Oak Investment Advisors
Texas
$15K – – –
PCP
597
Proficio Capital Partners
Massachusetts
$14K +$11.7K +172 +614%
EWM
598
Executive Wealth Management
Michigan
$12K +$68 +1 +0.6%
BWM
599
Baystate Wealth Management
Massachusetts
$11K – – –
HI
600
Human Investing
Oregon
$11K – – –
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