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DBRG

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
351
Claybrook Capital
Massachusetts
$27K +$28.5K +581 New
SWM
352
SeaCrest Wealth Management
New York
$24K +$26K +529 New
WTB
353
Washington Trust Bank
Washington
$22K +$23.3K +475 New
NSIM
354
North Star Investment Management
Illinois
$18K – – –
DMK
355
David M. Knott
$17K – – –
NC
356
NewSquare Capital
Pennsylvania
$17K – – –
WTC
357
WhitTier Trust Company
Nevada
$17K +$4.27K +87 +32%
FFW
358
Fusion Family Wealth
New York
$17K +$18.3K +372 New
HNB
359
Huntington National Bank
Ohio
$16K +$2.26K +46 +15%
CFD
360
Creative Financial Designs
Indiana
$15K -$3.88K -79 -19%
NCM
361
Nelson Capital Management
California
$15K +$16.3K +331 New
PWM
362
Paulson Wealth Management
Illinois
$15K +$16.3K +332 New
EFSCE
363
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$2.01K +41 +15%
RFC
364
Regions Financial Corp
Alabama
$14K +$15.2K +310 New
CA
365
Calton & Associates
Florida
$14K +$17.4K +355 New
CAM
366
Close Asset Management
United Kingdom
$13K – – –
RCG
367
Ruggie Capital Group
Florida
$13K – – –
WAM
368
Wealthspire Advisors (Maryland)
Maryland
$11K -$3.39K -69 -23%
MCM
369
MV Capital Management
Maryland
$11K – – –
SIS
370
Sound Income Strategies
Florida
$11K +$15.7K +320 New
GI
371
Gradient Investments
Minnesota
$10K +$10.8K +220 New
FPFS
372
First Personal Financial Services
North Carolina
$9K +$9.33K +190 New
AF
373
Advisornet Financial
Minnesota
$9K +$9.38K +191 New
WIM
374
Westside Investment Management
California
$8.41K +$197 +4 +2%
SIM
375
Sonora Investment Management
Arizona
$8.36K – – –
13 14
15
16 17