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Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
1326
TD Private Client Wealth
New York
$509K +$110K +446 +25%
NSAM
1327
North Star Asset Management
Wisconsin
$507K -$51.1K -208 -9%
BFG
1328
Beacon Financial Group
Texas
$506K – – –
CWS
1329
Cypress Wealth Services
California
$505K -$170K -692 -24%
HB
1330
Homrich & Berg
Georgia
$505K -$122K -497 -18%
TVAMP
1331
Tennessee Valley Asset Management Partners
Tennessee
$505K +$147K +600 +37%
IF
1332
Intrua Financial
Texas
$501K +$134K +545 +34%
RIM
1333
Rockbridge Investment Management
New York
$500K +$249K +1,014 +85%
TFO
1334
Tarbox Family Office
California
$499K -$12.3K -50 -2%
IRC
1335
Investors Research Corp
Georgia
$499K +$413K +1,680 +322%
CIAS
1336
Capital Investment Advisory Services
North Carolina
$497K -$87.7K -357 -14%
OCM
1337
Orion Capital Management
California
$497K -$34.4K -140 -6%
SW
1338
SlateStone Wealth
Florida
$495K -$2.73M -11,116 -84%
CIA
1339
Capital Investment Advisors
Georgia
$495K +$14K +57 +3%
NG
1340
Northstar Group
New York
$485K – – –
WIC
1341
Whitegate Investment Counselors
New Hampshire
$484K -$28.2K -115 -5%
WAM
1342
Weatherly Asset Management
California
$484K – – –
SWA
1343
SFMG Wealth Advisors
Texas
$484K +$18.2K +74 +4%
LFG
1344
Larson Financial Group
Missouri
$482K +$982 +4 +0.2%
ODG
1345
O'Dell Group
Ohio
$480K +$88.4K +360 +20%
AWM
1346
Apollon Wealth Management
South Carolina
$478K +$70.2K +286 +16%
CI
1347
Conning Inc
Connecticut
$477K +$189K +768 +57%
BCP
1348
Blackhawk Capital Partners
Wisconsin
$476K -$55K -224 -10%
ACWM
1349
Adams Chetwood Wealth Management
North Carolina
$476K +$22.1K +90 +4%
GT
1350
Glenview Trust
Kentucky
$474K +$514K +2,092 New
52 53
54
55 56