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Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
851
Roof Eidam Maycock Peralta (REMP)
California
$425K – – –
PCM
852
Pointe Capital Management
Michigan
$425K +$31.8K +864 +9%
WSC
853
Wellington Shields & Co
New York
$424K -$44.2K -1,200 -10%
NFC
854
Northeast Financial Consultants
Connecticut
$422K – – –
SW
855
SVB Wealth
Massachusetts
$419K -$81.2K -2,203 -17%
BFEC
856
Benjamin F. Edwards & Company
Missouri
$419K -$61.4K -1,667 -14%
CP
857
Camelot Portfolios
Ohio
$419K +$121K +3,277 +46%
HCA
858
Heck Capital Advisors
Wisconsin
$418K -$59K -1,600 -13%
MP
859
McDonald Partners
Ohio
$417K +$384K +10,428 New
CCFCSB
860
Cape Cod Five Cents Savings Bank
Massachusetts
$416K -$6.27K -170 -2%
NB
861
NBT Bank
New York
$415K -$27K -732 -7%
HDIM
862
Hanson & Doremus Investment Management
Vermont
$413K +$27.1K +734 +8%
EWA
863
EP Wealth Advisors
California
$412K +$379K +10,293 New
IFG
864
Independent Financial Group
California
$411K +$379K +10,271 New
CAN
865
Claraphi Advisory Network
United States
$410K -$17.1K -463 -4%
LW
866
Linscomb Wealth
Texas
$406K +$20.9K +566 +6%
CCC
867
Crescent Capital Consulting
Louisiana
$406K +$375K +10,168 New
MA
868
Montag & Associates
Georgia
$402K -$80.2K -2,176 -18%
AIA
869
Armor Investment Advisors
North Carolina
$402K -$23.3K -632 -6%
UFG
870
United Fire Group
Iowa
$402K – – –
FCH
871
Freestone Capital Holdings
Washington
$400K +$37K +1,005 +11%
TAIM
872
Te Ahumairangi Investment Management
New Zealand
$400K – – –
USGIU
873
U.S. Global Investors (USGI)
Texas
$400K – – –
CCM
874
Compton Capital Management
Rhode Island
$398K -$12.9K -350 -3%
PK
875
Pflug Koory
Nebraska
$398K -$8.99K -244 -2%
33 34
35
36 37