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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
826
Sigma Planning Corp
Michigan
$909K -$113K -1,458 -11%
ACM
827
Allred Capital Management
Texas
$907K -$15.4K -199 -2%
DI
828
DFPG Investments
Utah
$907K -$504K -6,505 -35%
EWM
829
Empirical Wealth Management
Washington
$904K +$631K +8,154 +228%
SMC
830
Smith, Moore & Co
Missouri
$898K +$33.9K +438 +4%
CA
831
Cornerstone Advisors
North Carolina
$894K +$898K +11,600 New
HSA
832
HBK Sorce Advisory
Pennsylvania
$890K -$86K -1,111 -9%
OWP
833
Obermeyer Wealth Partners
Colorado
$888K +$4.72K +61 +0.5%
CWP
834
Cyndeo Wealth Partners
Florida
$888K – – –
PTP
835
Platform Technology Partners
New York
$886K +$17K +219 +2%
SFSG
836
Sound Financial Strategies Group
Mississippi
$886K +$890K +11,496 New
CSPAM
837
Cary Street Partners Asset Management
Virginia
$879K +$3.95K +51 +0.4%
WA
838
WBH Advisory
Maryland
$877K -$26.5K -342 -3%
IWC
839
Integrated Wealth Concepts
Massachusetts
$875K +$429K +5,543 +95%
TNB
840
Thomasville National Bank
Georgia
$874K – – –
ESB
841
Essex Savings Bank
Connecticut
$870K +$33.8K +437 +4%
CFA
842
CWS Financial Advisors
Michigan
$865K -$4.41K -57 -0.5%
EF
843
Exeter Financial
Arizona
$861K -$338K -4,370 -28%
FHA
844
Flagship Harbor Advisors
Massachusetts
$856K +$32.4K +419 +4%
CCB
845
Country Club Bank
Missouri
$851K -$82.4K -1,065 -9%
PA
846
Profund Advisors
Maryland
$851K -$3.71K -48 -0.4%
MM
847
MQS Management
New York
$849K -$48.8K -631 -5%
DDC
848
DF Dent & Co
Maryland
$848K -$310 -4 -0%
PWMAG
849
Pinnacle Wealth Management Advisory Group
New Jersey
$848K -$76.6K -990 -8%
VA
850
Valmark Advisers
Ohio
$839K -$6.19K -80 -0.7%
32 33
34
35 36