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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1201
Camarda Financial Advisors
Florida
$827K -$585K -9,285 -42%
RG
1202
Rikoon Group
New Mexico
$822K +$210K +3,340 +36%
EPA
1203
Element Pointe Advisors
Florida
$813K +$36.8K +584 +5%
WA
1204
WBH Advisory
Maryland
$810K -$16.1K -256 -2%
IAN
1205
Integrated Advisors Network
Texas
$807K -$1.97M -31,317 -72%
PGIM
1206
Pacific Global Investment Management
California
$806K +$21.7K +345 +3%
CQS
1207
Credential Qtrade Securities
$803K -$10.9K -173 -1%
CA
1208
Clearstead Advisors
Ohio
$802K +$109K +1,725 +16%
JCM
1209
Jacobsen Capital Management
Utah
$801K +$777K +12,333 New
WJWM
1210
Williams Jones Wealth Management
New York
$798K -$158K -2,503 -17%
DWA
1211
Douglass Winthrop Advisors
New York
$796K -$838K -13,301 -52%
SWMG
1212
Signature Wealth Management Group
Georgia
$796K +$76.9K +1,221 +11%
WPC
1213
White Pine Capital
Minnesota
$790K +$10.4K +165 +1%
IFWM
1214
Institute for Wealth Management
Colorado
$789K +$16K +254 +2%
SBH
1215
Segall Bryant & Hamill
Illinois
$785K -$3.84K -61 -0.5%
SRC
1216
Shufro Rose & Co
New York
$785K +$31.5K +500 +4%
CCMD
1217
Cypress Capital Management (Delaware)
Delaware
$782K – – –
WIC
1218
Whitegate Investment Counselors
New Hampshire
$782K – – –
SACTSONJ
1219
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$780K – – –
CFD
1220
Creative Financial Designs
Indiana
$779K +$84.9K +1,348 +13%
HB
1221
Homrich & Berg
Georgia
$776K +$113K +1,795 +18%
CP
1222
Camelot Portfolios
Ohio
$775K -$615K -9,767 -45%
MC
1223
Mathes Company
New York
$773K -$6.3K -100 -0.8%
H
1224
HoyleCohen
California
$773K +$73.6K +1,169 +11%
CPC
1225
Congress Park Capital
New York
$773K +$81.9K +1,300 +12%
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