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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1301
Choate Investment Advisors
Massachusetts
$233K +$250K +1,438 New
WWM
1302
Western Wealth Management
Colorado
$232K -$909K -5,236 -79%
CAM
1303
Cypress Asset Management
Texas
$231K +$247K +1,425 New
MCWS
1304
McKinley Carter Wealth Services
West Virginia
$231K -$42.9K -247 -15%
HFP
1305
Holistic Financial Partners
Indiana
$231K +$247K +1,424 New
KFA
1306
Kelleher Financial Advisors
New York
$230K +$238K +1,371 +2,742%
SAI
1307
Savvy Advisors Inc
New York
$229K +$246K +1,414 New
EFMC
1308
Empire Financial Management Company
New York
$229K -$1.91K -11 -0.8%
VCM
1309
Virtue Capital Management
Tennessee
$228K +$226K +1,301 New
BWP
1310
BSW Wealth Partners
Colorado
$228K -$5.73K -33 -2%
LWMM
1311
Legacy Wealth Management (Mississippi)
Mississippi
$227K +$174 +1 +0.1%
MSRI
1312
Michael S. Ryan Inc
New York
$226K – – –
FWA
1313
FSM Wealth Advisors
Ohio
$226K -$494K -2,843 -67%
SAG
1314
SageView Advisory Group
California
$225K +$242K +1,391 New
PWM
1315
Prentice Wealth Management
New York
$225K – – –
ETC
1316
Exchange Traded Concepts
Oklahoma
$223K +$32.8K +189 +16%
NRI
1317
NFP Retirement Inc
California
$223K -$1.74K -10 -0.7%
OWP
1318
Obermeyer Wealth Partners
Colorado
$222K +$174 +1 +0.1%
XF
1319
XML Financial
Maryland
$221K +$237K +1,365 New
NSG
1320
Nalls Sherbakoff Group
Tennessee
$219K +$43.6K +251 +23%
CLOS
1321
Compagnie Lombard Odier SCmA
Switzerland
$219K -$604K -3,480 -72%
PWMAG
1322
Pinnacle Wealth Management Advisory Group
New Jersey
$216K +$232K +1,335 New
WBG
1323
Wharton Business Group
Pennsylvania
$216K – – –
AFW
1324
Avantra Family Wealth
Pennsylvania
$216K +$232K +1,335 New
MNBTD
1325
Moody National Bank Trust Division
Texas
$216K -$13.2K -76 -5%
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