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Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
2451
Elwood & Goetz Wealth Advisory Group
Georgia
$235K – – –
KFA
2452
Kays Financial Advisory
Georgia
$234K +$1.29K +23 +0.5%
AIM
2453
Axiom Investment Management
New York
$233K – – –
WCM
2454
Washburn Capital Management
Florida
$232K -$11.3K -200 -5%
AFG
2455
Affinia Financial Group
Massachusetts
$232K – – –
AIM
2456
Arcadia Investment Management
Michigan
$232K – – –
FA
2457
Financial Advantage
Maryland
$232K +$11.6K +206 +5%
PP
2458
PrairieView Partners
Minnesota
$231K – – –
TF
2459
TRH Financial
Iowa
$231K +$234K +4,163 New
DMC
2460
Drexel Morgan & Co
Pennsylvania
$231K +$236K +4,201 New
BAAM
2461
Baker Avenue Asset Management
California
$230K -$53.3K -947 -18%
BFP
2462
Briaud Financial Planning
Texas
$230K +$235K +4,185 New
SQA
2463
Simon Quick Advisors
New Jersey
$229K +$79.5K +1,413 +52%
QCM
2464
Quantinno Capital Management
New York
$228K -$55.8K -992 -19%
LIM
2465
Loudon Investment Management
New Hampshire
$228K -$27.3K -486 -11%
APW
2466
Austin Private Wealth
Texas
$228K -$12K -214 -5%
P
2467
&Partners
Tennessee
$228K -$2.36K -42 -1%
DCM
2468
Driehaus Capital Management
Illinois
$227K -$127K -2,266 -36%
HFAS
2469
Hummer Financial Advisory Services
Illinois
$227K +$231K +4,113 New
CP
2470
Cumberland Partners
Ontario, Canada
$226K -$219K -3,900 -49%
PWA
2471
Physician Wealth Advisors
Utah
$226K -$10.8K -192 -5%
AF
2472
Apexium Financial
Texas
$226K +$231K +4,103 New
SFPG
2473
Stonebridge Financial Planning Group
Florida
$225K +$563 +10 +0.2%
SCA
2474
SMH Capital Advisors
Texas
$224K -$619 -11 -0.3%
IAS
2475
IMA Advisory Services
Colorado
$223K – – –
97 98
99
100 101