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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1351
RFG Advisory
Alabama
$486K -$120K -623 -21%
PHAM
1352
Palisades Hudson Asset Management
Florida
$486K – – –
SP
1353
Successful Portfolios
Florida
$483K -$49.8K -259 -10%
WAG
1354
Winthrop Advisory Group
Massachusetts
$482K -$76.1K -396 -15%
SCA
1355
Sippican Capital Advisors
Massachusetts
$482K +$30.6K +159 +8%
AB
1356
Atlas Brown
Kentucky
$482K +$49.2K +256 +13%
OC
1357
Oakworth Capital
Alabama
$481K – – –
BCA
1358
Bay Colony Advisors
Massachusetts
$481K +$174K +906 +68%
PD
1359
Planning Directions
Pennsylvania
$480K -$43.3K -225 -9%
BWA
1360
Bordeaux Wealth Advisors
California
$480K +$431K +2,243 New
RIM
1361
Rockbridge Investment Management
New York
$472K +$121K +630 +40%
FI
1362
Financial Insights
Washington
$470K +$38.4K +200 +10%
NHC
1363
Nicholas Hoffman & Company
Georgia
$468K +$420K +2,186 New
PA
1364
Procyon Advisors
Connecticut
$467K -$66.9K -348 -14%
YIA
1365
YHB Investment Advisors
Connecticut
$464K -$36.3K -189 -8%
KPW
1366
Kore Private Wealth
New York
$464K +$56.1K +292 +16%
APWM
1367
Atlas Private Wealth Management
New York
$462K -$37.5K -195 -8%
CWM
1368
Centric Wealth Management
Illinois
$462K +$286K +1,486 +220%
RS
1369
Retirement Solution
Washington
$461K +$414K +2,152 New
DPI
1370
Diversified Portfolios Inc
Michigan
$460K +$413K +2,149 New
SA
1371
Strategic Advisors
New York
$460K +$416K +2,164 New
BMCM
1372
Bryn Mawr Capital Management
Pennsylvania
$459K -$183K -951 -31%
MFG
1373
Magnus Financial Group
New York
$459K +$13.5K +70 +3%
HCM
1374
Hilton Capital Management
New York
$458K +$411K +2,138 New
IP
1375
Intellectus Partners
California
$456K +$410K +2,131 New
53 54
55
56 57