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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
801
JGP Wealth Management
Oregon
$218K – – –
FI
802
FormulaFolio Investments
Michigan
$218K +$207K +2,188 New
EIA
803
Edgemoor Investment Advisors
Maryland
$216K +$205K +2,160 New
TBNY
804
Trustco Bank (New York)
New York
$216K +$205K +2,166 New
HIC
805
Harvey Investment Company
Kentucky
$215K +$204K +2,156 New
MMA
806
Miracle Mile Advisors
California
$215K +$204K +2,156 New
FA
807
FDx Advisors
Illinois
$214K +$203K +2,139 New
QC
808
Quadrature Capital
United Kingdom
$214K +$203K +2,143 New
ITIM
809
Indiana Trust & Investment Management
Indiana
$214K +$203K +2,148 New
AW
810
ACG Wealth
Georgia
$213K -$8.71K -92 -4%
HSA
811
HBK Sorce Advisory
Pennsylvania
$212K +$201K +2,119 New
GAG
812
GM Advisory Group
New York
$211K +$201K +2,119 New
AFNAS
813
American Financial Network Advisory Services
California
$210K -$7.1K -75 -3%
CWM
814
Cornerstone Wealth Management
Missouri
$210K +$116K +1,221 New
FCIM
815
Fairview Capital Investment Management
California
$209K +$199K +2,100 New
WPC
816
White Pine Capital
Minnesota
$208K +$197K +2,080 New
RIL
817
Rothschild Investment LLC
Illinois
$207K +$196K +2,073 New
ST
818
Smithfield Trust
Pennsylvania
$204K -$35.5K -375 -16%
DT
819
Diversified Trust
Tennessee
$203K +$193K +2,036 New
LC
820
Lindbrook Capital
California
$201K – – –
SIM
821
Sonora Investment Management
Arizona
$196K +$37.9K +400 +26%
PRC
822
Pearl River Capital
Michigan
$196K +$187K +1,970 New
OIA
823
OneDigital Investment Advisors
Kansas
$194K +$758 +8 +0.4%
LFA
824
Legacy Financial Advisors
Kentucky
$189K -$26.4K -279 -13%
HFM
825
Hartford Financial Management
Connecticut
$184K – – –
31 32
33
34 35