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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1151
Segment Wealth Management
Texas
$413K – – –
CWM
1152
Circle Wealth Management
New Jersey
$413K +$44.3K +258 +12%
EGA
1153
E&G Advisors
Texas
$412K – – –
SMC
1154
Smith, Moore & Co
Missouri
$411K -$31.8K -185 -7%
OIA
1155
Optimum Investment Advisors
Illinois
$408K +$8.25K +48 +2%
HB
1156
Homrich & Berg
Georgia
$406K -$17.9K -104 -4%
MSE
1157
MUFG Securities EMEA
United Kingdom
$403K +$44.7K +260 +12%
PAS
1158
Partnervest Advisory Services
California
$402K +$171K +996 +71%
NSIM
1159
North Star Investment Management
Illinois
$399K +$15K +87 +4%
SBSB
1160
Sullivan, Bruyette, Speros & Blaney
Virginia
$395K +$2.58K +15 +0.6%
BWCS
1161
Beirne Wealth Consulting Services
Connecticut
$392K +$94.5K +550 +31%
VCA
1162
Verdence Capital Advisors
Maryland
$388K -$43.8K -255 -10%
GSWM
1163
Golden State Wealth Management
California
$387K -$266K -1,547 -40%
MRCM
1164
M&R Capital Management
New Jersey
$387K – – –
FSA
1165
Fort Sheridan Advisors
Illinois
$385K -$85.9K -500 -18%
SAM
1166
Strategy Asset Managers
California
$382K +$393K +2,285 New
ECG
1167
Edge Capital Group
Georgia
$381K -$89.9K -523 -19%
TIA
1168
Traphagen Investment Advisors
New Jersey
$381K – – –
JCM
1169
Jag Capital Management
Missouri
$380K +$31.8K +185 +9%
CFA
1170
Carroll Financial Associates
North Carolina
$379K +$9.8K +57 +3%
BO
1171
Bach Option
Hong Kong
$375K -$108K -631 -22%
HCM
1172
Horan Capital Management
Maryland
$375K -$9.62K -56 -2%
WTC
1173
WhitTier Trust Company
Nevada
$374K +$17.2K +100 +5%
BC
1174
Burney Company
Virginia
$372K -$101K -586 -21%
HI
1175
Hudock Inc
Pennsylvania
$369K – – –
45 46
47
48 49