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Name Holding Trade Value Shares
Change 		Change in
Stake
IT
1176
Independence Trust
Tennessee
$413K -$44K -675 -9%
RA
1177
RFG Advisory
Alabama
$412K +$437K +6,707 New
SWM
1178
Segment Wealth Management
Texas
$410K +$326 +5 +0.1%
HW
1179
Hedeker Wealth
Illinois
$409K – – –
CBU
1180
CIBC Bank USA
Illinois
$409K +$129K +1,975 +42%
TCM
1181
Traynor Capital Management
Pennsylvania
$407K -$37.7K -579 -8%
CWP
1182
Capital Wealth Planning
Florida
$405K – – –
CTA
1183
Colonial Trust Advisors
South Carolina
$405K – – –
AW
1184
ACG Wealth
Georgia
$402K +$130 +2 +0%
SFG
1185
SNS Financial Group
Minnesota
$402K +$426K +6,538 New
BP
1186
Ballentine Partners
Massachusetts
$401K +$9.32K +143 +2%
TSW
1187
Thompson Siegel & Walmsley
Virginia
$399K -$446K -6,850 -51%
PAM
1188
Premier Asset Management
Illinois
$399K -$44K -675 -9%
CFSG
1189
Community Financial Services Group
Vermont
$398K -$11.2K -172 -3%
NME
1190
Notis-McConarty Edward
$397K – – –
ECM
1191
Element Capital Management
New York
$393K +$417K +6,400 New
LPC
1192
Loeb Partners Corp
New York
$393K -$165K -2,529 -28%
RWA
1193
Ropes Wealth Advisors
Massachusetts
$393K +$91.2K +1,400 +28%
TC
1194
Trust Company
Kansas
$391K +$164K +2,520 +65%
SIC
1195
Sigma Investment Counselors
Michigan
$389K -$15.6K -240 -4%
CHAM
1196
Clear Harbor Asset Management
Connecticut
$389K -$11.4K -175 -3%
CNAM
1197
Campbell Newman Asset Management
Wisconsin
$388K – – –
WPW
1198
Waldron Private Wealth
Pennsylvania
$388K +$142K +2,184 +53%
SAM
1199
Strategy Asset Managers
California
$383K +$51.9K +796 +15%
BIAS
1200
Beacon Investment Advisory Services
New Jersey
$382K +$405K +6,218 New
46 47
48
49 50