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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1051
Congress Wealth Management
Massachusetts
$857K -$509K -2,537 -36%
SMH
1052
Sanders Morris Harris
Texas
$857K +$401K +2,000 +81%
KCM
1053
KLK Capital Management
California
$856K -$4.82K -24 -0.5%
BFS
1054
Bradley Foster & Sargent
Connecticut
$856K +$183K +913 +26%
CA
1055
Cornerstone Advisory
Maryland
$855K +$113K +563 +14%
SIM
1056
Sentry Investment Management
Wisconsin
$853K -$82.1K -409 -8%
AIS
1057
AM Investment Strategies
Tennessee
$851K +$124K +618 +16%
BFA
1058
Bragg Financial Advisors
North Carolina
$849K -$71.9K -358 -7%
DHFB
1059
Dixon Hubard Feinour & Brown
Virginia
$847K -$66.2K -330 -7%
CC
1060
Chicago Capital
Illinois
$844K -$10K -50 -1%
KTC
1061
Kistler-Tiffany Companies
Pennsylvania
$843K +$26.7K +133 +3%
FFC
1062
First Financial Corp
Indiana
$842K +$101K +503 +13%
FC
1063
Fusion Capital
South Carolina
$840K +$23.3K +116 +3%
MWC
1064
MBM Wealth Consultants
Missouri
$839K +$47K +234 +6%
SAF
1065
Smith Anglin Financial
Texas
$837K -$30.5K -152 -3%
TCA
1066
Transcend Capital Advisors
New Jersey
$836K -$3.01M -15,001 -77%
PP
1067
Prudential plc
United Kingdom
$836K +$876K +4,365 New
AF
1068
Advisornet Financial
Minnesota
$834K -$405K -2,016 -32%
PFA
1069
Pure Financial Advisors
California
$834K +$110K +549 +14%
BI
1070
Ballast Inc
Kentucky
$834K +$126K +626 +17%
CA
1071
Clearstead Advisors
Ohio
$834K +$251K +1,251 +40%
NWM
1072
Northcape Wealth Management
New York
$834K +$644K +3,210 +280%
VWM
1073
Vigilare Wealth Management
Arizona
$833K -$694K -3,456 -44%
BP
1074
BBR Partners
New York
$833K -$2.21K -11 -0.2%
GDP
1075
Great Diamond Partners
Maine
$831K +$120K +600 +16%
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