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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2476
Samalin Investment Counsel
New York
$921K +$33.3K +179 +3%
TWPM
2477
Total Wealth Planning & Management
Florida
$918K -$138K -742 -12%
SFP
2478
Shepherd Financial Partners
Massachusetts
$917K -$18.4K -99 -2%
AIP
2479
Almanack Investment Partners
Pennsylvania
$916K +$325K +1,747 +46%
SP
2480
Symmetry Partners
Connecticut
$916K +$261K +1,400 +34%
PAG
2481
Powers Advisory Group
Illinois
$913K -$69.6K -374 -6%
FNBSF
2482
First National Bank Sioux Falls
South Dakota
$913K – – –
IWC
2483
Infinity Wealth Counsel
Ohio
$911K – – –
PG
2484
Prostatis Group
Maryland
$911K +$385K +2,069 +60%
TSMHT
2485
Thurston Springer Miller Herd & Titak
Indiana
$910K -$159K -856 -13%
VBA
2486
von Borstel & Associates
Oregon
$910K +$5.03K +27 +0.5%
AFW
2487
Avantra Family Wealth
Pennsylvania
$910K +$415K +2,232 +69%
OWP
2488
Obermeyer Wealth Partners
Colorado
$908K -$268K -1,439 -21%
LCG
2489
Lakeshore Capital Group
Illinois
$907K +$2.05K +11 +0.2%
BCG
2490
Breakwater Capital Group
New Jersey
$906K +$17.3K +93 +2%
CAM
2491
Cozad Asset Management
Illinois
$906K – – –
HCMG
2492
Howard Capital Management Group
California
$904K -$1.86K -10 -0.2%
LWMM
2493
Legacy Wealth Management (Mississippi)
Mississippi
$903K -$157K -842 -13%
SFS
2494
Sharp Financial Services
Pennsylvania
$903K +$313K +1,680 +45%
GWAM
2495
Guardian Wealth Advisors (Minnesota)
Minnesota
$902K -$25.5K -137 -2%
III
2496
Independent Investors Inc
New York
$902K -$214K -1,150 -17%
GA
2497
Greenspring Advisors
Maryland
$902K -$10.2K -55 -1%
KAM
2498
Knightsbridge Asset Management
California
$900K +$283K +1,518 +39%
SAM
2499
Summit Asset Management
Tennessee
$899K +$19.9K +107 +2%
TAFW
2500
Tred Avon Family Wealth
Maryland
$899K +$24.4K +131 +2%
98 99
100
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