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Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1576
Archford Capital Strategies
Illinois
$437K -$20.1K -246 -4%
FG
1577
Fiduciary Group
Georgia
$434K – – –
EGA
1578
E&G Advisors
Texas
$432K -$383K -4,677 Closed
SP
1579
Successful Portfolios
Florida
$430K +$26.2K +320 +7%
TA
1580
Tiedemann Advisors
New York
$430K +$60.6K +740 +17%
CW
1581
CreativeOne Wealth
Kansas
$429K +$421K +5,138 New
BMWM
1582
Brown Miller Wealth Management
Virginia
$428K -$31.4K -384 -7%
PFA
1583
Paradigm Financial Advisors
Missouri
$427K -$21.4K -261 -5%
WANY
1584
Wealthspire Advisors (New York)
New York
$426K -$1.44M -17,586 -77%
SCM
1585
Salem Capital Management
Massachusetts
$426K – – –
SAM
1586
Summit Asset Management
Tennessee
$426K – – –
UBV
1587
United Bank (Virginia)
Virginia
$426K +$36.9K +450 +10%
BFA
1588
Bragg Financial Advisors
North Carolina
$424K -$13.9K -170 -3%
FHC
1589
First Heartland Consultants
Missouri
$422K -$146K -1,787 -26%
AFG
1590
Affinia Financial Group
Massachusetts
$420K – – –
DDC
1591
DF Dent & Co
Maryland
$419K – – –
CFS
1592
Capital Financial Services
New York
$419K +$16.4K +200 +4%
CIC
1593
Chase Investment Counsel
Virginia
$418K – – –
IA
1594
Insight Advisors
Pennsylvania
$417K -$307K -3,745 -43%
SCM
1595
Sterneck Capital Management
Missouri
$417K – – –
ST
1596
Sageworth Trust
Pennsylvania
$416K +$372K +4,548 +1,046%
WP
1597
WealthSource Partners
California
$414K +$18.3K +223 +5%
TWP
1598
Treybourne Wealth Planners
Indiana
$413K -$36.7K -448 -8%
CHP
1599
Cable Hill Partners
Oregon
$411K -$12.2K -149 -3%
MCP
1600
Mirador Capital Partners
California
$408K +$16.4K +200 +4%
62 63
64
65 66