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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1176
Americana Partners
Texas
$750K +$511K +2,417 +184%
IC
1177
Inverness Counsel
New York
$748K -$8.41M -39,784 -91%
KMWM
1178
Keudell/Morrison Wealth Management
Oregon
$748K +$21.1K +100 +3%
CAM
1179
Columbia Asset Management
Michigan
$747K -$225K -1,065 -22%
SGI
1180
Summit Global Investments
Utah
$747K – – –
FAG
1181
Financial Advisory Group
Texas
$746K -$3.17K -15 -0.4%
NAM
1182
NTV Asset Management
West Virginia
$743K -$76.7K -363 -9%
CS
1183
Capital Square
Tennessee
$741K -$97.2K -460 -12%
ACM
1184
Advisors Capital Management
New Jersey
$740K +$5.07K +24 +0.7%
EWA
1185
Exencial Wealth Advisors
Oklahoma
$738K +$58.3K +276 +8%
CCA
1186
Childress Capital Advisors
Texas
$737K -$3.59K -17 -0.5%
DAM
1187
Deltec Asset Management
New York
$735K – – –
BPM
1188
Bowling Portfolio Management
Ohio
$733K -$4.01K -19 -0.5%
PAS
1189
Professional Advisory Services
Florida
$731K – – –
CAMG
1190
CWA Asset Management Group
Florida
$730K +$90K +426 +13%
SCI
1191
S&CO Inc
Massachusetts
$728K – – –
CCG
1192
Cypress Capital Group
Florida
$724K -$324K -1,535 -30%
VNA
1193
Valley National Advisers
Pennsylvania
$720K -$203K -960 -21%
FWM
1194
Finer Wealth Management
Massachusetts
$720K +$755K +3,574 New
MAG
1195
Members Advisory Group
New York
$720K +$756K +3,578 New
SWM
1196
Silverlake Wealth Management
Vermont
$718K +$754K +3,567 New
BFS
1197
Bradley Foster & Sargent
Connecticut
$716K -$33K -156 -4%
ISL
1198
Ingalls & Snyder LLC
New York
$716K +$31.7K +150 +4%
PCG
1199
Prosperity Consulting Group
Maryland
$716K +$729K +3,452 New
PFWA
1200
Paces Ferry Wealth Advisors
Georgia
$714K +$63.6K +301 +9%
46 47
48
49 50