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Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
1026
Washington Trust Bank
Washington
$475K +$26.3K +456 +7%
AFG
1027
American Financial Group
Ohio
$474K – – –
CCT
1028
Chemung Canal Trust
New York
$474K – – –
AIM
1029
Allen Investment Management
New York
$473K -$4.91K -85 -1%
EWM
1030
EPG Wealth Management
Georgia
$473K +$13.8K +240 +4%
SIC
1031
Salem Investment Counselors
North Carolina
$470K -$1.02M -17,743 -72%
MIC
1032
Means Investment Company
Maine
$469K -$10.8K -187 -3%
ODG
1033
O'Dell Group
Ohio
$466K +$4.44K +77 +1%
LB
1034
Legacy Bridge
Iowa
$465K – – –
CM
1035
Capula Management
Cayman Islands
$465K +$395K +6,844 +34,220%
LIA
1036
LS Investment Advisors
Michigan
$463K – – –
PAMG
1037
Patton Albertson Miller Group
Tennessee
$463K +$130K +2,261 +49%
BU
1038
BBVA USA
Alabama
$460K -$31.6K -547 -7%
MCM
1039
Monument Capital Management
Virginia
$458K +$5.42K +94 +1%
SXL
1040
Summit X LLC
Missouri
$457K +$41K +710 +12%
PWMG
1041
Prestige Wealth Management Group
New Jersey
$456K +$54.5K +944 +16%
NFG
1042
Next Financial Group
Texas
$456K +$90.1K +1,561 +30%
RB
1043
Rodgers Brothers
Pennsylvania
$452K -$2.71K -47 -0.7%
AWM
1044
Accurate Wealth Management
Florida
$451K +$13.6K +235 +4%
CQS
1045
Credential Qtrade Securities
$450K -$46.6K -807 -11%
BCAM
1046
Boston Common Asset Management
Massachusetts
$448K -$404 -7 -0.1%
FPS
1047
Fieldpoint Private Securities
Connecticut
$448K +$10.4K +181 +3%
PFGIA
1048
Patriot Financial Group Insurance Agency
Massachusetts
$448K +$31.3K +542 +9%
PCS
1049
Personal CFO Solutions
New Jersey
$447K +$22.9K +397 +6%
AWM
1050
Apollon Wealth Management
South Carolina
$445K +$378K +6,559 New
40 41
42
43 44