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Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1626
Southland Equity Partners
Missouri
$336K -$23.8K -196 -6%
YWP
1627
YorkBridge Wealth Partners
New York
$336K -$6.08K -50 -2%
MAM
1628
Martingale Asset Management
Massachusetts
$336K +$27.8K +229 +9%
B
1629
Bellecapital
Switzerland
$335K – – –
WDG
1630
Wealth Dimensions Group
Ohio
$335K +$729 +6 +0.2%
PWA
1631
Physician Wealth Advisors
Utah
$335K -$4.25K -35 -1%
CAMG
1632
CWA Asset Management Group
Florida
$335K +$33.4K +275 +11%
FWTB
1633
First Western Trust Bank
Colorado
$333K +$33.9K +279 +11%
MPM
1634
Meritage Portfolio Management
Kansas
$333K -$28.9K -238 -8%
P
1635
&Partners
Tennessee
$332K -$5.59K -46 -2%
WAL
1636
W Advisors LLC
Tennessee
$332K -$8.75K -72 -2%
DIM
1637
Delta Investment Management
California
$332K +$3.65K +30 +1%
RWM
1638
RBA Wealth Management
California
$331K +$20.1K +165 +6%
BONST
1639
Bank of Nova Scotia Trust
Ontario, Canada
$331K -$120K -984 -26%
NRC
1640
New Republic Capital
North Carolina
$330K +$340K +2,799 New
AFG
1641
AFS Financial Group
Maryland
$330K +$340K +2,795 New
WPC
1642
Waters Parkerson & Co
Louisiana
$329K – – –
GWM
1643
Greenwich Wealth Management
Connecticut
$328K -$96K -790 -22%
SHFA
1644
SS&H Financial Advisors
Michigan
$328K – – –
PTB
1645
Pioneer Trust Bank
Oregon
$328K +$337K +2,776 New
WP
1646
WMS Partners
Maryland
$327K – – –
PSCM
1647
Per Stirling Capital Management
Texas
$327K +$337K +2,770 New
WI
1648
Wintrust Investments
Illinois
$326K +$365 +3 +0.1%
HWMG
1649
Hurlow Wealth Management Group
Indiana
$326K +$4.25K +35 +1%
MCAI
1650
Members Capital Advisors Inc
Wisconsin
$326K – – –
64 65
66
67 68