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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1051
Nicolet Bankshares
Wisconsin
$341K – – –
HB
1052
Homrich & Berg
Georgia
$339K -$27.3K -143 -7%
EHC
1053
Everett Harris & Co
California
$338K – – –
SWA
1054
SFMG Wealth Advisors
Texas
$337K +$9.15K +48 +3%
CTC
1055
Central Trust Company
Missouri
$337K +$57.2K +300 +20%
PV
1056
Private Vista
Illinois
$336K +$11.1K +58 +3%
CAM
1057
Concorde Asset Management
Michigan
$333K +$342K +1,793 New
CL
1058
Choreo LLC
Illinois
$331K -$135K -710 -28%
JCM
1059
Jag Capital Management
Missouri
$331K +$19.8K +104 +6%
SMC
1060
Smith, Moore & Co
Missouri
$330K +$55.5K +291 +20%
TDC
1061
Thompson Davis & Co
Virginia
$329K -$23.8K -125 -7%
WA1
1062
Wimmer Associates 1
California
$322K -$5.15K -27 -2%
DI
1063
DUMAC Inc
North Carolina
$322K – – –
WP
1064
WMS Partners
Maryland
$316K – – –
QPWM
1065
Quadrant Private Wealth Management
Pennsylvania
$316K +$3.43K +18 +1%
WDL
1066
Well Done LLC
Michigan
$316K +$84.4K +443 +35%
CWA
1067
Cypress Wealth Advisors
California
$315K – – –
HK
1068
Horizon Kinetics
New York
$314K +$2.1K +11 +0.7%
WA
1069
WBH Advisory
Maryland
$311K +$55.3K +290 +21%
PP
1070
Patten & Patten
Tennessee
$311K +$61.8K +324 +24%
PCA
1071
Personal Capital Advisors
California
$308K +$29.7K +156 +10%
MCM
1072
Murphy Capital Management
New Jersey
$307K -$9.53K -50 -3%
WAAG
1073
Wealth Alliance Advisory Group
Kansas
$307K – – –
DI
1074
Diligent Investors
California
$306K – – –
AWM
1075
Altium Wealth Management
New York
$305K +$314K +1,645 New
41 42
43
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