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Name Holding Trade Value Shares
Change 		Change in
Stake
RMSCM
1026
R.M. Sincerbeaux Capital Management
New York
$545K – – –
MHS
1027
M Holdings Securities
Oregon
$545K +$44.9K +293 +7%
KTC
1028
Kistler-Tiffany Companies
Pennsylvania
$543K -$2.3K -15 -0.3%
AMC
1029
Asset Management Corp
Illinois
$542K -$26.8K -175 -4%
GAMC
1030
Garner Asset Management Corp
Texas
$541K -$118K -772 -15%
WA
1031
WBH Advisory
Maryland
$539K +$12.1K +79 +2%
PGWM
1032
Pitti Group Wealth Management
New York
$539K +$59.5K +388 +10%
UBG
1033
United Bank (Georgia)
Georgia
$537K -$89.1K -581 -12%
CC
1034
Chicago Capital
Illinois
$537K -$37K -241 -5%
CAC
1035
Certified Advisory Corp
Florida
$537K +$19.9K +130 +3%
CWM
1036
Congress Wealth Management
Massachusetts
$534K +$2.76K +18 +0.4%
FFA
1037
Founders Financial Alliance
North Carolina
$534K +$77.3K +504 +13%
PAM
1038
Peak Asset Management
Colorado
$531K -$19.9K -130 -3%
AA
1039
Argent Advisors
Louisiana
$531K +$8.59K +56 +1%
PHIC
1040
Pine Haven Investment Counsel
Massachusetts
$529K +$6.13K +40 +0.9%
CNC
1041
Citizens & Northern Corp
Pennsylvania
$529K +$269K +1,755 +67%
PGWM
1042
Parisi Gray Wealth Management
New Jersey
$528K +$17.5K +114 +3%
LA
1043
LexAurum Advisors
Kansas
$527K +$41.9K +273 +7%
QI
1044
Qtron Investments
Massachusetts
$527K +$419K +2,732 +169%
SFWA
1045
Summit Financial Wealth Advisors
Louisiana
$525K +$2.3K +15 +0.4%
KIA
1046
Kraematon Investment Advisors
Massachusetts
$524K -$35.3K -230 -5%
CF
1047
Cantor Fitzgerald
New York
$523K +$662K +4,317 New
FC
1048
Fusion Capital
South Carolina
$520K -$34K -222 -5%
CA
1049
Cornerstone Advisory
Maryland
$518K +$16.1K +105 +3%
MHIC
1050
Marble Harbor Investment Counsel
Massachusetts
$517K – – –
40 41
42
43 44