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Name Holding Trade Value Shares
Change 		Change in
Stake
HB
1051
Homrich & Berg
Georgia
$339K -$27.3K -143 -7%
EHC
1052
Everett Harris & Co
California
$338K – – –
SWA
1053
SFMG Wealth Advisors
Texas
$337K +$9.15K +48 +3%
CTC
1054
Central Trust Company
Missouri
$337K +$57.2K +300 +20%
PV
1055
Private Vista
Illinois
$336K +$11.1K +58 +3%
CAM
1056
Concorde Asset Management
Michigan
$333K +$342K +1,793 New
CL
1057
Choreo LLC
Illinois
$331K -$135K -710 -28%
JCM
1058
Jag Capital Management
Missouri
$331K +$19.8K +104 +6%
SMC
1059
Smith, Moore & Co
Missouri
$330K +$55.5K +291 +20%
TDC
1060
Thompson Davis & Co
Virginia
$329K -$23.8K -125 -7%
WA1
1061
Wimmer Associates 1
California
$322K -$5.15K -27 -2%
DI
1062
DUMAC Inc
North Carolina
$322K – – –
WP
1063
WMS Partners
Maryland
$316K – – –
QPWM
1064
Quadrant Private Wealth Management
Pennsylvania
$316K +$3.43K +18 +1%
WDL
1065
Well Done LLC
Michigan
$316K +$84.4K +443 +35%
CWA
1066
Cypress Wealth Advisors
California
$315K – – –
HK
1067
Horizon Kinetics
New York
$314K +$2.1K +11 +0.7%
WA
1068
WBH Advisory
Maryland
$311K +$55.3K +290 +21%
PP
1069
Patten & Patten
Tennessee
$311K +$61.8K +324 +24%
PCA
1070
Personal Capital Advisors
California
$308K +$29.7K +156 +10%
MCM
1071
Murphy Capital Management
New Jersey
$307K -$9.53K -50 -3%
WAAG
1072
Wealth Alliance Advisory Group
Kansas
$307K – – –
DI
1073
Diligent Investors
California
$306K – – –
AWM
1074
Altium Wealth Management
New York
$305K +$314K +1,645 New
VFA
1075
Valeo Financial Advisors
Indiana
$304K -$44.2K -232 -12%
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