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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1026
Benin Management Corp
Connecticut
$605K +$7.7K +100 +1%
VCS
1027
Vaughan & Co Securities
New Jersey
$602K -$26.5K -344 -4%
ST
1028
Spinnaker Trust
Maine
$595K – – –
SWM
1029
Silverlake Wealth Management
Vermont
$593K +$1.93K +25 +0.3%
SIA
1030
Soltis Investment Advisors
Utah
$591K +$14.5K +188 +2%
NS
1031
NBC Securities
Alabama
$591K -$63.7K -827 -9%
GIM
1032
Goelzer Investment Management
Indiana
$590K +$148K +1,915 +30%
LBC
1033
Leigh Baldwin & Co
New York
$589K +$2.46K +32 +0.4%
EFG
1034
Everhart Financial Group
Ohio
$588K -$66.9K -868 -10%
KCFA
1035
Key Client Fiduciary Advisors
New Jersey
$587K +$17.6K +228 +3%
OF
1036
Optimize Financial
California
$585K +$628K +8,151 New
CCA
1037
Checchi Capital Advisers
California
$584K +$110K +1,433 +21%
KCP
1038
Kera Capital Partners
California
$584K -$63.9K -830 -9%
AC
1039
Aristeia Capital
Connecticut
$579K +$144K +1,874 +30%
IAS
1040
Insigneo Advisory Services
Florida
$576K -$47.5K -617 -7%
AG
1041
ASO Group
$575K – – –
IHL
1042
Investment House LLC
California
$572K – – –
MA
1043
MCF Advisors
Kentucky
$571K +$258K +3,355 +73%
HH
1044
Hilltop Holdings
Texas
$571K -$740K -9,604 -55%
WC
1045
Waterloo Capital
Texas
$571K -$19.1K -248 -3%
LFG
1046
Larson Financial Group
Missouri
$570K +$178K +2,308 +41%
CMF
1047
Counterpoint Mutual Funds
California
$570K +$612K +7,941 New
BHPW
1048
Beverly Hills Private Wealth
California
$568K +$18.7K +243 +3%
PI
1049
PineBridge Investments
New York
$566K +$607K +7,877 New
MMPW
1050
Mitchell McLeod Pugh & Williams
Alabama
$564K -$145K -1,880 -19%
40 41
42
43 44