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Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
1201
Lee, Danner & Bass
Tennessee
$310K – – –
LDFR
1202
Lehman & Derafelo Financial Resources
Pennsylvania
$309K +$338K +4,961 New
FCAG
1203
First Capital Advisors Group
New Jersey
$306K -$24.5K -360 -7%
CC
1204
Courier Capital
New York
$306K -$13.5K -198 -4%
CW
1205
CreativeOne Wealth
Kansas
$306K +$334K +4,912 New
BRWM
1206
B. Riley Wealth Management
Tennessee
$303K -$23.3K -343 -7%
FCH
1207
Freestone Capital Holdings
Washington
$303K +$47.6K +700 +17%
RTC
1208
Riverview Trust Company
Washington
$303K +$330K +4,856 New
VHAM
1209
Van Hulzen Asset Management
California
$302K -$205K -3,016 -38%
LCS
1210
Levin Capital Strategies
New York
$301K – – –
BWCS
1211
Beirne Wealth Consulting Services
Connecticut
$300K +$327K +4,806 New
WP
1212
WMS Partners
Maryland
$296K -$144K -2,110 -31%
TF
1213
TLWM Financial
Texas
$296K – – –
CG
1214
Colony Group
Massachusetts
$295K -$22.7K -333 -7%
OIA
1215
Optimum Investment Advisors
Illinois
$295K – – –
PAI
1216
Pittenger & Anderson Inc
Nebraska
$295K – – –
CAM
1217
Costello Asset Management
Pennsylvania
$295K +$322K +4,732 New
WP
1218
WealthSource Partners
California
$291K -$15.3K -225 -5%
BB
1219
Busey Bank
Illinois
$291K – – –
DAC
1220
Dividend Assets Capital
South Carolina
$291K +$8.57K +126 +3%
FHA
1221
Flagship Harbor Advisors
Massachusetts
$291K +$47.6K +699 +18%
CCMG
1222
Clark Capital Management Group
Pennsylvania
$288K +$101K +1,488 +47%
OWP
1223
Obermeyer Wealth Partners
Colorado
$288K +$102K +1,505 +48%
MTIM
1224
Marathon Trading Investment Management
Pennsylvania
$288K +$314K +4,620 New
AWM
1225
Alterna Wealth Management
Texas
$288K +$446K +6,554 New
47 48
49
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