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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1026
Salient Capital Advisors
Texas
$506K +$36.5K +250 +8%
BWM
1027
BigSur Wealth Management
Florida
$503K +$472K +3,230 New
TTWM
1028
TCV Trust & Wealth Management
Virginia
$502K -$42.6K -292 -8%
MWM
1029
Modera Wealth Management
New Jersey
$501K -$3.07K -21 -0.6%
CICI
1030
Capital Investment Counsel Inc
North Carolina
$500K -$14.6K -100 -3%
SFA
1031
Sequoia Financial Advisors
Ohio
$496K +$172K +1,178 +59%
LNC
1032
Lincoln National Corp
Pennsylvania
$495K -$1.17M -8,000 -72%
HAG
1033
HighPoint Advisor Group
Illinois
$494K -$118K -811 -23%
FMC
1034
First Merchants Corp
Indiana
$492K +$51.1K +350 +12%
IP
1035
Intellectus Partners
California
$490K +$460K +3,150 New
FAM
1036
Formidable Asset Management
Ohio
$488K -$28K -192 -6%
DJSG
1037
D.J. St. Germain
Massachusetts
$483K +$81.5K +558 +22%
BCP
1038
Berkeley Capital Partners
Georgia
$481K -$249K -1,704 -36%
EWM
1039
Edge Wealth Management
New York
$481K -$43.8K -300 -9%
CAG
1040
Crestwood Advisors Group
Massachusetts
$481K +$16.1K +110 +4%
SFG
1041
SNS Financial Group
Minnesota
$480K +$450K +3,081 New
SBWM
1042
Sunflower Bank Wealth Management
Arizona
$475K – – –
CVM
1043
Cheviot Value Management
California
$475K +$446K +3,051 New
BA
1044
Bristlecone Advisors
Washington
$474K -$7.3K -50 -2%
BCM
1045
Brookstone Capital Management
Illinois
$472K +$29.1K +199 +7%
TL
1046
Tirschwell & Loewy
New York
$468K – – –
STMM
1047
South Texas Money Management
Texas
$468K +$195K +1,335 +80%
PFO
1048
Pathstone Family Office
New Jersey
$467K +$103K +704 +31%
MGIA
1049
Moneta Group Investment Advisors
Missouri
$467K +$438K +3,000 New
SA
1050
Sicart Associates
New York
$467K +$438K +3,000 New
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