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Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
626
United Capital Financial Advisors
Texas
$759K +$655K +2,751 New
RWS
627
Resolute Wealth Strategies
Mississippi
$756K -$47.6K -200 -7%
TFA
628
Toth Financial Advisory
Virginia
$752K – – –
FTIS
629
First Trust Investment Solutions
Florida
$752K +$648K +2,723 New
OC
630
Oppenheimer & Co
New York
$746K -$4.52K -19 -0.7%
SC
631
Savant Capital
Illinois
$743K +$641K +2,693 New
WCA
632
Westover Capital Advisors
Delaware
$737K +$32.6K +137 +5%
PFWA
633
Paces Ferry Wealth Advisors
Georgia
$733K -$1.19K -5 -0.2%
BMCM
634
Bryn Mawr Capital Management
Pennsylvania
$732K -$32.1K -135 -5%
CB
635
Commerce Bank
Missouri
$729K -$52.9K -222 -8%
IIM
636
Ironwood Investment Management
Massachusetts
$729K +$15.2K +64 +2%
KA
637
Kozak & Associates
Colorado
$724K -$63.3K -266 -9%
GIS
638
Grayhawk Investment Strategies
Alberta, Canada
$721K +$622K +2,613 New
EP
639
Edgestream Partners
New Jersey
$721K +$622K +2,611 New
TWC
640
TD Waterhouse Canada
Ontario, Canada
$707K -$327K -1,373 -35%
OIS
641
Okabena Investment Services
Minnesota
$706K -$114K -479 -16%
1CP
642
17 Capital Partners
Arizona
$701K +$605K +2,540 New
APC
643
Aspire Private Capital
North Carolina
$690K +$43.8K +184 +8%
WBC
644
Westpac Banking Corp
Australia
$687K +$349K +1,464 +143%
DIM
645
DC Investments Management
Virginia
$679K – – –
WF
646
Welch & Forbes
Massachusetts
$678K – – –
CT
647
Clearstead Trust
Maine
$678K +$585K +2,457 New
CG
648
Cynosure Group
Utah
$676K +$49K +206 +9%
WAP
649
Wealthcare Advisory Partners
Pennsylvania
$670K +$338K +1,418 +141%
AP
650
Appleton Partners
Massachusetts
$661K -$114K -480 -17%
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