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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1326
Private Capital Advisors
Connecticut
$487K +$445K +11,640 New
WG
1327
Welch Group
Alabama
$485K +$255K +6,660 +135%
AWM
1328
Affinity Wealth Management
Delaware
$484K +$2.3K +60 +0.5%
BWA
1329
Burt Wealth Advisors
Maryland
$482K – – –
PFBT
1330
Parkside Financial Bank & Trust
Missouri
$476K +$9.19K +240 +2%
PFA
1331
Pure Financial Advisors
California
$476K +$37.5K +980 +9%
BFG
1332
Beacon Financial Group
Texas
$473K +$116K +3,040 +36%
SS
1333
Sunbelt Securities
Texas
$472K +$432K +11,280 New
LWA
1334
Lenox Wealth Advisors
New York
$471K – – –
BCM
1335
Blume Capital Management
California
$460K +$4.59K +120 +1%
NFG
1336
Nations Financial Group
Iowa
$457K +$14.5K +380 +4%
MBT
1337
Monroe Bank & Trust
Michigan
$456K +$106K +2,760 +31%
MTC
1338
McDaniel Terry & Co
Texas
$454K – – –
PAS
1339
Partnervest Advisory Services
California
$449K +$410K +10,720 New
SBWM
1340
Sunflower Bank Wealth Management
Arizona
$447K – – –
NYLT
1341
New York Life Trust
New York
$446K -$11.5K -300 -3%
LIC
1342
Lodestar Investment Counsel
Illinois
$445K -$48.2K -1,260 -11%
HCP
1343
Holt Capital Partners
Texas
$445K +$62.8K +1,640 +18%
SFM
1344
Signature Financial Management
Virginia
$444K +$26.8K +700 +7%
SHCM
1345
Stokes & Hubbell Capital Management
Louisiana
$441K – – –
SVCP
1346
Silicon Valley Capital Partners
California
$440K +$9.95K +260 +3%
FCH
1347
Freestone Capital Holdings
Washington
$440K +$45.2K +1,180 +13%
WPP
1348
Whalerock Point Partners
Rhode Island
$439K +$402K +10,500 New
HK
1349
Horizon Kinetics
New York
$435K -$64.3K -1,680 -14%
AA
1350
Ancora Advisors
Ohio
$433K +$100K +2,620 +34%
52 53
54
55 56