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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1151
Sanders Morris Harris
Texas
$661K – – –
MWM
1152
Modera Wealth Management
New Jersey
$658K -$8.38K -84 -1%
PI
1153
PFS Investments
Georgia
$658K +$73.1K +733 +13%
WAP
1154
Wealthcare Advisory Partners
Pennsylvania
$657K +$143K +1,429 +29%
BEI
1155
Benjamin Edwards Inc
Missouri
$656K +$99.5K +997 +18%
EVM
1156
Evelyn V. Moreno
$655K – – –
BIP
1157
Blueprint Investment Partners
North Carolina
$655K +$44.4K +445 +7%
BDF
1158
Balasa Dinverno & Foltz
$652K -$30.8K -309 -5%
LDB
1159
Lee, Danner & Bass
Tennessee
$651K -$3.49K -35 -0.5%
CSIA
1160
Carl Stuart Investment Advisor
Texas
$651K – – –
ACM
1161
Advisors Capital Management
New Jersey
$649K +$66.9K +671 +16%
TC
1162
Titleist Capital
Texas
$647K -$76K -762 -11%
HAIM
1163
Hunter Associates Investment Management
Pennsylvania
$647K +$75.6K +758 +14%
FMLI
1164
Fukoku Mutual Life Insurance
Japan
$646K – – –
ICG
1165
InterOcean Capital Group
Tennessee
$644K +$116K +1,167 +23%
SCP
1166
Stamos Capital Partners
California
$644K +$358K +3,590 +133%
APP
1167
Avantax Planning Partners
Iowa
$637K -$21.3K -214 -3%
AIM
1168
Athena Investment Management
California
$637K – – –
BTI
1169
Blue Trust Inc
Georgia
$635K +$89.2K +894 +14%
BEC
1170
Blue Edge Capital
Virginia
$635K – – –
MCM
1171
Maryland Capital Management
Maryland
$634K -$20.5K -206 -3%
TF
1172
Tompkins Financial
New York
$633K – – –
AWM
1173
Axxcess Wealth Management
California
$633K +$195K +1,954 +46%
WSC
1174
Wellington Shields & Co
New York
$631K – – –
WP
1175
Wealthspan Partners
Iowa
$629K +$18.1K +181 +3%
45 46
47
48 49