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Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1676
Holt Capital Partners
Texas
$688K – – –
SEC
1677
Seven Eight Capital
New York
$687K -$5.48M -61,200 -89%
PK
1678
Pflug Koory
Nebraska
$687K -$3.13K -35 -0.5%
EML
1679
Eos Management LP
New York
$687K – – –
BHTS
1680
Bar Harbor Trust Services
Maine
$687K +$55.3K +618 +9%
DA
1681
Doliver Advisors
Texas
$684K +$23.8K +266 +4%
GAM
1682
Gemmer Asset Management
California
$679K +$78.7K +879 +13%
W
1683
Wealthquest
Ohio
$679K +$681K +7,611 New
SFA
1684
Souders Financial Advisors
Ohio
$677K +$78K +871 +13%
TGAM
1685
TBH Global Asset Management
Tennessee
$677K +$166K +1,856 +32%
ABTD
1686
Arvest Bank Trust Division
Oklahoma
$676K -$262K -2,923 -28%
EGA
1687
E&G Advisors
Texas
$670K +$35.8K +400 +6%
FC
1688
Forte Capital
New York
$665K +$667K +7,451 New
IFWM
1689
Institute for Wealth Management
Colorado
$664K -$13.5K -151 -2%
PVH
1690
Psagot Value Holdings
Israel
$663K – – –
VWA
1691
V Wealth Advisors
Kansas
$662K -$162K -1,814 -20%
SFG
1692
Summit Financial Group
West Virginia
$656K +$37.2K +415 +6%
RCA
1693
Rowland Carmichael Advisors
Arizona
$652K -$6.89K -77 -1%
LJAC
1694
L.J. Altfest & Co
New York
$652K +$151K +1,692 +30%
HA
1695
HC Advisors
Georgia
$649K +$651K +7,269 New
JWA
1696
JFS Wealth Advisors
Pennsylvania
$648K -$268K -2,989 -29%
BFA
1697
Brendel Financial Advisors
New Hampshire
$648K – – –
RSC
1698
Red Spruce Capital
Pennsylvania
$648K – – –
ECM
1699
Exchange Capital Management
Michigan
$644K -$52.4K -585 -8%
AWC
1700
Abundance Wealth Counselors
Pennsylvania
$644K +$646K +7,221 New
66 67
68
69 70