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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1001
WealthTrust Axiom
Pennsylvania
$939K -$2.68K -30 -0.3%
UAS
1002
United Asset Strategies
New York
$937K -$135K -1,517 -14%
PCM
1003
Prelude Capital Management
New York
$933K -$223K -2,495 -22%
PA
1004
Procyon Advisors
Connecticut
$932K +$135K +1,513 +20%
CMANY
1005
Capital Management Associates (New York)
New York
$931K +$803K +9,000 New
CW
1006
CreativeOne Wealth
Kansas
$931K +$136K +1,525 +20%
PBK
1007
Peoples Bank (Kansas)
Kansas
$929K -$4.46K -50 -0.6%
SSWM
1008
Smith Salley Wealth Management
North Carolina
$929K -$10.1K -113 -1%
MIM
1009
MTM Investment Management
South Carolina
$928K -$46.1K -516 -5%
BWM
1010
Brown Wealth Management
Illinois
$922K -$272K -3,044 -25%
SAM
1011
Strategy Asset Managers
California
$921K -$3.57K -40 -0.4%
IHL
1012
Investment House LLC
California
$919K +$82.4K +923 +12%
DWT
1013
Dorsey & Whitney Trust
South Dakota
$914K +$8.39K +94 +1%
BAAM
1014
Baker Avenue Asset Management
California
$909K +$114K +1,279 +17%
WT
1015
Whittier Trust
California
$903K +$38.8K +435 +5%
LFG
1016
Larson Financial Group
Missouri
$900K +$67.7K +758 +10%
EHC
1017
Everett Harris & Co
California
$899K -$89 -1 -0%
CIA
1018
Choate Investment Advisors
Massachusetts
$899K +$1.43K +16 +0.2%
AG
1019
Algert Global
California
$897K +$774K +8,670 New
SLT
1020
St Louis Trust
Missouri
$895K – – –
WAP
1021
Wealthcare Advisory Partners
Pennsylvania
$893K -$102K -1,146 -12%
TSWM
1022
Triangle Securities Wealth Management
North Carolina
$885K -$29.7K -333 -4%
LS
1023
Livforsakringsbolaget Skandia
Sweden
$877K -$80.3K -900 -10%
KCP
1024
Kera Capital Partners
California
$877K +$30.9K +346 +4%
GSB
1025
Greenfield Savings Bank
Massachusetts
$876K -$71.9K -806 -9%
39 40
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