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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
951
Concourse Financial Group Securities
Alabama
$881K +$290K +1,680 +48%
LB
952
Legacy Bridge
Iowa
$876K – – –
FT
953
Fiduciary Trust
Massachusetts
$876K +$70.8K +410 +9%
LBD
954
Landsberg Bennett & Dubbaneh
Florida
$870K -$127K -733 -13%
CA
955
Calton & Associates
Florida
$868K +$118K +686 +15%
CWP
956
Capital Wealth Planning
Florida
$866K +$882K +5,112 New
NIM
957
Northeast Investment Management
Massachusetts
$865K +$690 +4 +0.1%
CA
958
Clearstead Advisors
Ohio
$865K +$473K +2,742 +116%
CSIC
959
Clifford Swan Investment Counsel
California
$858K +$17.3K +100 +2%
SFP
960
Shepherd Financial Partners
Massachusetts
$856K – – –
AF
961
Advisornet Financial
Minnesota
$848K +$674K +3,906 +356%
GC
962
Gruss & Co
Florida
$847K – – –
9WM
963
9258 Wealth Management
Ohio
$843K -$14K -81 -2%
EAMA
964
EFG Asset Management (Americas)
Florida
$843K +$142K +822 +20%
JIC
965
Johnson Investment Counsel
Ohio
$831K +$70.1K +406 +9%
PFS
966
Prospera Financial Services
Texas
$827K +$172K +999 +26%
WB
967
Webster Bank
Connecticut
$826K -$20.7K -120 -2%
FCH
968
Freestone Capital Holdings
Washington
$825K +$192K +1,110 +30%
HCMT
969
Highland Capital Management (Tennessee)
Tennessee
$822K -$17.3K -100 -2%
APW
970
Acima Private Wealth
Virginia
$817K – – –
GAM
971
Grandview Asset Management
Pennsylvania
$813K -$261K -1,510 -24%
MHC
972
Meyer Handelman Company
New York
$811K – – –
EWM
973
Edge Wealth Management
New York
$809K +$246K +1,425 +42%
RAM
974
RWC Asset Management
United Kingdom
$808K +$823K +4,771 New
RIG
975
Roosevelt Investment Group
New York
$804K – – –
37 38
39
40 41