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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
SeaCrest Wealth Management
New York
$5.79M -$64K -430 -1%
IBOK
902
Independence Bank of Kentucky
Kentucky
$5.79M +$574K +3,858 +11%
SP
903
Stablepoint Partners
Massachusetts
$5.77M +$192K +1,288 +3%
NS
904
NBC Securities
Alabama
$5.77M +$3.13K +21 +0.1%
BFA
905
Beaumont Financial Advisors
Massachusetts
$5.77M +$176K +1,184 +3%
KWA
906
Kingswood Wealth Advisors
California
$5.76M +$1.88M +12,651 +48%
JPWM
907
Jamison Private Wealth Management
Georgia
$5.75M +$374K +2,514 +7%
NB
908
Northwest Bancshares
Pennsylvania
$5.73M -$827K -5,557 -12%
PWP
909
Principle Wealth Partners
Connecticut
$5.73M +$276K +1,851 +5%
AI
910
Ariel Investments
Illinois
$5.72M +$927K +6,226 +19%
FTA
911
Financial & Tax Architects
Missouri
$5.71M +$156K +1,050 +3%
DT
912
Diversified Trust
Tennessee
$5.7M +$6.4K +43 +0.1%
ANTB
913
AMG National Trust Bank
Colorado
$5.7M -$1.55M -10,404 -21%
NEAM
914
New England Asset Management
Connecticut
$5.7M +$21.6K +145 +0.4%
PT
915
Plimoth Trust
Massachusetts
$5.67M +$29.6K +199 +0.5%
PJWM
916
Philip James Wealth Mangement
Georgia
$5.66M +$5.72M +38,432 New
HSA
917
HBK Sorce Advisory
Pennsylvania
$5.65M -$103K -690 -2%
PFS
918
Physicians Financial Services
North Carolina
$5.63M +$24.6K +165 +0.4%
CHC
919
City Holding Co
West Virginia
$5.63M -$37.7K -253 -0.7%
JAG
920
Journey Advisory Group
Kentucky
$5.63M – – –
CWS
921
Confluence Wealth Services
Pennsylvania
$5.6M -$426K -2,863 -7%
WFG
922
Wills Financial Group
Virginia
$5.6M +$270K +1,817 +5%
HFM
923
Hartford Financial Management
Connecticut
$5.58M -$257K -1,728 -4%
TCM
924
Twin Capital Management
Pennsylvania
$5.58M +$1.45M +9,755 +35%
PSP
925
Principal Street Partners
Tennessee
$5.57M -$1.2M -8,051 -18%
35 36
37
38 39