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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1001
Oxbow Advisors
Texas
$554K +$17.5K +206 +2%
NFG
1002
Nations Financial Group
Iowa
$553K -$1.92M -22,516 -72%
LCM
1003
Logan Capital Management
Pennsylvania
$549K -$9.37K -110 -1%
ZIG
1004
Zullo Investment Group
Pennsylvania
$539K +$13.5K +158 +2%
TCOO
1005
Trust Company of Oklahoma
Oklahoma
$537K -$290K -3,405 -29%
BHIC
1006
Bassett Hargrove Investment Counsel
Delaware
$537K +$722K +8,480 New
USCWA
1007
U.S. Capital Wealth Advisors
Texas
$537K +$722K +8,481 New
CWM
1008
Congress Wealth Management
Massachusetts
$534K – – –
BWA
1009
BDO Wealth Advisors
Florida
$530K +$21.2K +249 +3%
B
1010
Bellecapital
Switzerland
$530K +$53.9K +633 +8%
HH
1011
Hilltop Holdings
Texas
$530K +$106K +1,246 +17%
AWA
1012
Aaron Wealth Advisors
Illinois
$526K +$31.8K +374 +5%
AWA
1013
Arkadios Wealth Advisors
Georgia
$524K +$3.24K +38 +0.5%
GWM
1014
GSB Wealth Management
Connecticut
$523K -$53.7K -631 -7%
EWM
1015
Empirical Wealth Management
Washington
$523K +$148K +1,740 +27%
BI
1016
Ballast Inc
Kentucky
$521K +$84.4K +991 +14%
PFGIA
1017
Patriot Financial Group Insurance Agency
Massachusetts
$519K +$101K +1,192 +17%
AWM
1018
Accurate Wealth Management
Florida
$519K +$502K +5,890 New
ATPW
1019
Ashton Thomas Private Wealth
Arizona
$518K -$360K -4,231 -34%
CIC
1020
Carnegie Investment Counsel
Ohio
$517K +$112K +1,311 +19%
BM
1021
Brandywine Managers
Delaware
$513K – – –
MGIA
1022
Moneta Group Investment Advisors
Missouri
$512K -$284K -3,335 -29%
AF
1023
Apexium Financial
Texas
$510K +$685K +8,045 New
LIM
1024
Leavell Investment Management
Alabama
$509K – – –
FMLI
1025
Fukoku Mutual Life Insurance
Japan
$507K -$25.5K -300 -4%
39 40
41
42 43