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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1301
Allied Investment Advisors
Montana
$577K – – –
CWM
1302
Connecticut Wealth Management
Connecticut
$575K -$246K -1,102 -30%
HFS
1303
HBC Financial Services
Washington
$574K -$93.7K -420 -14%
SRC
1304
Shufro Rose & Co
New York
$574K +$4.46K +20 +0.8%
AF
1305
Apexium Financial
Texas
$573K – – –
SWMG
1306
Sanchez Wealth Management Group
Florida
$573K – – –
VWM
1307
Venturi Wealth Management
Texas
$572K -$136K -612 -19%
CWA
1308
Capital Wealth Alliance
Arizona
$572K -$12K -54 -2%
XT
1309
XTX Topco
Cayman Islands
$567K +$575K +2,579 New
WWM
1310
WJ Wealth Management
Arizona
$566K – – –
TC
1311
Telemus Capital
Michigan
$566K +$11.8K +53 +2%
ESB
1312
Essex Savings Bank
Connecticut
$563K -$11.2K -50 -2%
IMRF
1313
Illinois Municipal Retirement Fund
Illinois
$563K – – –
FBB
1314
Fulton Breakefield Broenniman
Maryland
$563K +$367K +1,647 +180%
FGAM
1315
Financial Gravity Asset Management
Texas
$562K -$643K -2,884 -53%
SMH
1316
Sanders Morris Harris
Texas
$559K – – –
SFG
1317
Summit Financial Group
West Virginia
$559K +$115K +514 +25%
KPCM
1318
Kings Point Capital Management
New York
$558K -$68K -305 -11%
VIM
1319
Vista Investment Management
Pennsylvania
$558K -$6.91K -31 -1%
BFG
1320
Beacon Financial Group
Texas
$557K +$10K +45 +2%
CS
1321
Comerica Securities
Michigan
$555K -$4.01K -18 -0.7%
AFG
1322
Allegheny Financial Group
Pennsylvania
$553K – – –
GWM
1323
Gray Wealth Management
Maine
$553K +$28.1K +126 +5%
DI
1324
DFPG Investments
Utah
$552K -$1.97M -8,848 -78%
NB
1325
Northwest Bancshares
Pennsylvania
$552K -$29.4K -132 -5%
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