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Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
1451
Boston Research & Management
Massachusetts
$742K – – –
STA
1452
Summit Trail Advisors
New York
$742K +$130K +1,228 +14%
PWA
1453
Providence Wealth Advisors
Illinois
$737K +$794K +7,475 New
FTC
1454
Farmers Trust Company
Ohio
$734K -$94.9K -893 -11%
BBA
1455
Braun-Bostich & Associates
Pennsylvania
$733K -$103K -971 -12%
WPW
1456
Waldron Private Wealth
Pennsylvania
$733K +$14.9K +140 +2%
PCG
1457
Private Capital Group
Connecticut
$726K +$275K +2,585 +56%
LC
1458
LCNB Corp
Ohio
$723K +$6.16K +58 +0.8%
RWA
1459
RGT Wealth Advisors
Texas
$723K +$8.5K +80 +1%
UFF
1460
USA Financial Formulas
Michigan
$723K +$316K +2,978 +71%
SAA
1461
Southeast Asset Advisors
Georgia
$722K -$67.1K -631 -8%
JC
1462
JBF Capital
Colorado
$713K +$754K +7,100 New
PL
1463
Plancorp LLC
Missouri
$711K -$5.31K -50 -0.7%
CA
1464
Calton & Associates
Florida
$708K -$354K -3,336 -32%
CIM
1465
CenturyLink Investment Management
Colorado
$708K – – –
DBIA
1466
Dumont & Blake Investment Advisors
New Jersey
$707K +$3.19K +30 +0.4%
JFA
1467
Johanson Financial Advisors
California
$706K +$146K +1,371 +24%
SXL
1468
Summit X LLC
Missouri
$704K +$40.2K +378 +6%
SAM
1469
Seelaus Asset Management
New Jersey
$703K -$42.5K -400 -5%
AL
1470
Arnhold LLC
New York
$703K +$744K +7,000 New
PFO
1471
Pathstone Family Office
New Jersey
$701K +$18.4K +173 +3%
HB
1472
Homrich & Berg
Georgia
$701K +$111K +1,042 +18%
FI
1473
FormulaFolio Investments
Michigan
$697K +$103K +973 +16%
AF
1474
Allworth Financial
California
$696K +$11.6K +109 +2%
PFGIA
1475
Patriot Financial Group Insurance Agency
Massachusetts
$695K +$74.5K +701 +11%
57 58
59
60 61