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Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
1701
First Mercantile Trust
Tennessee
$890K -$971K -8,205 -53%
VWA
1702
V Wealth Advisors
Kansas
$885K +$135K +1,143 +18%
ANTB
1703
AMG National Trust Bank
Colorado
$881K +$56.7K +479 +7%
EGA
1704
E&G Advisors
Texas
$880K -$399K -3,374 -32%
IPW
1705
Inlet Private Wealth
Florida
$879K -$3.87M -32,751 -82%
HHAM
1706
HITE Hedge Asset Management
Massachusetts
$876K +$328K +2,770 +64%
CHA
1707
Cooper/Haims Advisors
New York
$874K -$20.5K -173 -2%
BFA
1708
Brendel Financial Advisors
New Hampshire
$874K – – –
AF
1709
AMG Funds
Connecticut
$871K +$56.3K +476 +7%
PFC
1710
Phocas Financial Corp
California
$870K – – –
KPW
1711
Kore Private Wealth
New York
$869K -$51.6K -436 -6%
NGA
1712
Naples Global Advisors
Florida
$869K -$4.38K -37 -0.5%
FCA
1713
FLC Capital Advisors
California
$868K +$72.3K +611 +9%
IAMOG
1714
Investors Asset Management of Georgia
Georgia
$867K – – –
CRIG
1715
Charter Research & Investment Group
Connecticut
$863K -$1.18K -10 -0.1%
AAP
1716
Aristotle Atlantic Partners
Florida
$863K +$592K +5,004 +250%
FCA
1717
FinTrust Capital Advisors
South Carolina
$861K +$592 +5 +0.1%
FPFS
1718
First Personal Financial Services
North Carolina
$860K +$14.9K +126 +2%
9WM
1719
9258 Wealth Management
Ohio
$859K +$8.76K +74 +1%
WI
1720
Wintrust Investments
Illinois
$857K -$1.54K -13 -0.2%
BWM
1721
Bernicke Wealth Management
Wisconsin
$856K +$38.3K +324 +5%
F
1722
F3Logic
Minnesota
$854K -$1.99M -16,854 -71%
LB
1723
Legacy Bridge
Iowa
$852K +$15.4K +130 +2%
PFA
1724
Paradigm Financial Advisors
Missouri
$851K -$21.4K -181 -3%
NPA
1725
Nichols & Pratt Advisers
Massachusetts
$841K +$11.9K +101 +2%
67 68
69
70 71