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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1851
Winthrop Advisory Group
Massachusetts
$612K -$15K -124 -2%
PWP
1852
Principle Wealth Partners
Connecticut
$612K +$34.5K +285 +6%
GFP
1853
Gryphon Financial Partners
Ohio
$612K +$35.7K +295 +6%
OMC
1854
Overbrook Management Corp
New York
$611K +$2.06K +17 +0.3%
FNBOSM
1855
First National Bank of South Miami
Florida
$606K -$8.71K -72 -1%
DMC
1856
Drexel Morgan & Co
Pennsylvania
$605K – – –
BAM
1857
Bruderman Asset Management
New York
$601K -$165K -1,361 -22%
RGC
1858
Roberts, Glore & Co
Illinois
$600K -$12.1K -100 -2%
LI
1859
Lafayette Investments
Maryland
$596K – – –
OSAM
1860
O'Shaughnessy Asset Management
Connecticut
$596K +$363 +3 +0.1%
RIG
1861
Renaissance Investment Group
Massachusetts
$594K +$80.8K +668 +16%
AFIA
1862
America First Investment Advisors
Nebraska
$592K -$32.8K -271 -5%
RMSCM
1863
R.M. Sincerbeaux Capital Management
New York
$591K – – –
PR
1864
Payden & Rygel
California
$591K – – –
OPTFSNA
1865
Old Point Trust & Financial Services N A
Virginia
$588K -$24.2K -200 -4%
ATPW
1866
Ashton Thomas Private Wealth
Arizona
$586K +$93.6K +774 +20%
NP
1867
NorthRock Partners
Minnesota
$585K -$438K -3,619 -43%
FSWA
1868
Financial Synergies Wealth Advisors
Texas
$585K +$13.5K +112 +2%
VCM
1869
Vigilant Capital Management
Maine
$584K -$12.6K -104 -2%
QPWM
1870
Quadrant Private Wealth Management
Pennsylvania
$584K +$605 +5 +0.1%
SMFS
1871
Squar Milner Financial Services
California
$580K +$187K +1,545 +50%
DIM
1872
Delta Investment Management
California
$580K +$564K +4,667 New
OPA
1873
Old Port Advisors
Maine
$579K +$20.4K +169 +4%
CWM
1874
Circle Wealth Management
New Jersey
$578K +$70.9K +586 +14%
PFO
1875
Pathstone Family Office
New Jersey
$576K +$75.3K +623 +16%
73 74
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76 77