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Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1626
Bank of Stockton
California
$354K -$50.3K -691 -13%
MCP
1627
Mirador Capital Partners
California
$353K -$16.2K -222 -5%
EGA
1628
E&G Advisors
Texas
$352K – – –
PCIA
1629
Prime Capital Investment Advisors
Kansas
$350K -$2.34M -32,073 -87%
GCIA
1630
Gabelli & Co Investment Advisers
New York
$350K +$72.8K +1,000 +27%
UBV
1631
United Bank (Virginia)
Virginia
$350K +$93.8K +1,288 +38%
PP
1632
Patron Partners
Texas
$349K +$43.7K +600 +15%
AG
1633
Appleton Group
Wisconsin
$349K +$338K +4,642 New
WDC
1634
Woodward Diversified Capital
California
$347K -$26.4K -363 -7%
CBT
1635
Capital Bank & Trust
California
$346K – – –
CWM
1636
Cadence Wealth Management
Massachusetts
$346K +$335K +4,599 New
KFGK
1637
Keystone Financial Group (Kentucky)
Kentucky
$345K -$62.3K -855 -16%
CWM
1638
Chesapeake Wealth Management
Virginia
$345K – – –
PFSC
1639
Peoples Financial Services Corp
Pennsylvania
$344K +$6.19K +85 +2%
RFN
1640
RDA Financial Network
Iowa
$341K +$75.9K +1,042 +30%
CWP
1641
Concord Wealth Partners
Virginia
$341K +$120K +1,642 +57%
SS
1642
Simplicity Solutions
Minnesota
$338K -$3.49M -47,884 -91%
DWM
1643
Defined Wealth Management
Oregon
$337K – – –
T
1644
TOBAM
France
$337K – – –
DTC
1645
Davidson Trust Company
Washington
$336K +$4.37K +60 +1%
NFG
1646
Nations Financial Group
Iowa
$334K +$70.4K +967 +28%
LJAC
1647
L.J. Altfest & Co
New York
$333K +$8.3K +114 +3%
PA
1648
Procyon Advisors
Connecticut
$332K -$34.2K -469 -10%
TA
1649
Tiedemann Advisors
New York
$331K +$7.07K +97 +2%
HPWM
1650
Highland Private Wealth Management
Washington
$328K +$6.56K +90 +2%
64 65
66
67 68