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Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
1626
Beirne Wealth Consulting Services
Connecticut
$558K +$207K +2,456 +46%
SIP
1627
Stoneridge Investment Partners
Pennsylvania
$558K +$651K +7,746 New
MIAS
1628
Mason Investment Advisory Services
Virginia
$555K – – –
WP
1629
WealthPLAN Partners
Nebraska
$555K -$312K -3,710 -35%
HCP
1630
Holt Capital Partners
Texas
$555K – – –
EML
1631
Eos Management LP
New York
$554K – – –
DTC
1632
Davidson Trust Company
Washington
$553K +$62.7K +746 +11%
BHTS
1633
Bar Harbor Trust Services
Maine
$549K -$6.39K -76 -1%
PK
1634
Pflug Koory
Nebraska
$548K -$7.91K -94 -1%
W
1635
Wealthquest
Ohio
$548K – – –
DLCIG
1636
D.L. Carlson Investment Group
New Hampshire
$546K -$194K -2,310 -23%
FPTW
1637
Franklin, Parlapiano, Turner & Welch
Texas
$546K -$163K -1,940 -20%
AW
1638
Alpha Windward
Massachusetts
$546K +$141K +1,672 +28%
RWP
1639
RWA Wealth Partners
Massachusetts
$544K +$37.4K +445 +6%
EWM
1640
Endurance Wealth Management
Rhode Island
$544K +$420K +4,991 +194%
IFG
1641
Independent Financial Group
California
$543K -$246K -2,921 -28%
EGA
1642
E&G Advisors
Texas
$541K – – –
IUHSA
1643
Itau Unibanco Holding S.A.
Brazil
$541K +$631K +7,500 New
JWM
1644
Jupiter Wealth Management
Colorado
$540K -$128K -1,524 -17%
NED
1645
Nancy E. Dempze
$539K +$196K +2,325 +45%
FSA
1646
Financial Sense Advisors
California
$537K -$41.2K -490 -6%
IFWM
1647
Institute for Wealth Management
Colorado
$535K -$1.68K -20 -0.3%
RAM
1648
RWC Asset Management
United Kingdom
$534K +$373K +4,430 New
SFG
1649
Summit Financial Group
West Virginia
$529K – – –
GP
1650
Girard Partners
Pennsylvania
$526K -$202K -2,404 -25%
64 65
66
67 68