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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1701
Wintrust Investments
Illinois
$827K -$35.7K -338 -4%
ANB
1702
Amarillo National Bank
Texas
$826K -$5.91K -56 -0.7%
RVPG
1703
Relative Value Partners Group
$826K +$5.49K +52 +0.7%
SSWM
1704
Sheets Smith Wealth Management
North Carolina
$823K +$1.16K +11 +0.1%
WCM
1705
Windsor Capital Management
Arizona
$822K +$2.11K +20 +0.3%
IAIM
1706
International Assets Investment Management
Florida
$820K -$1.05M -9,902 -56%
FPTW
1707
Franklin, Parlapiano, Turner & Welch
Texas
$813K +$39.7K +376 +5%
PK
1708
Pflug Koory
Nebraska
$812K – – –
OL
1709
Optas LLC
Texas
$810K -$14.3K -135 -2%
HCP
1710
Holt Capital Partners
Texas
$807K – – –
SMA
1711
Sage Mountain Advisors
Georgia
$807K +$69.7K +660 +9%
EML
1712
Eos Management LP
New York
$806K – – –
CL
1713
Choreo LLC
Illinois
$806K +$225K +2,134 +38%
WA
1714
Waddell & Associates
Tennessee
$804K +$811K +7,679 New
TF
1715
TLWM Financial
Texas
$802K +$6.12K +58 +0.8%
EW
1716
Evoke Wealth
California
$802K +$294K +2,785 +57%
AWP
1717
Ascent Wealth Partners
New York
$802K +$808K +7,657 New
PBT
1718
Pictet Bank & Trust
Bahamas
$801K – – –
PTC
1719
Philadelphia Trust Company
Pennsylvania
$798K +$53.8K +510 +7%
LFA
1720
Legacy Financial Advisors
Kentucky
$797K +$80.9K +766 +11%
FSA
1721
Financial Sense Advisors
California
$796K -$1.27K -12 -0.2%
VA
1722
Valmark Advisers
Ohio
$794K -$29K -275 -3%
CCM
1723
Chickasaw Capital Management
Tennessee
$794K +$174K +1,650 +28%
AFM
1724
Abbot Financial Management
Massachusetts
$792K -$23.6K -224 -3%
BS
1725
Bessemer Securities
New York
$791K +$137K +1,300 +21%
67 68
69
70 71