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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1626
RFG Advisory
Alabama
$828K -$286K -2,516 -25%
LFA
1627
Legacy Financial Advisors
Kentucky
$825K +$83K +730 +11%
GC
1628
Gruss & Co
Florida
$822K – – –
HEIP
1629
Hudson Edge Investment Partners
New Jersey
$822K – – –
TI
1630
Telemetry Investments
New York
$822K +$853K +7,500 New
SAM
1631
SP Asset Management
California
$820K +$1.8M +15,806 +871%
CCC
1632
Chelsea Counsel Company
California
$819K – – –
SGAM
1633
Steinberg Global Asset Management
Florida
$818K +$38K +334 +5%
MC
1634
Mathes Company
New York
$817K – – –
CL
1635
Choreo LLC
Illinois
$816K -$33.4K -294 -4%
SP
1636
Successful Portfolios
Florida
$816K -$15.6K -137 -2%
BFM
1637
Boothbay Fund Management
New York
$814K +$844K +7,425 New
SC
1638
Saybrook Capital
North Carolina
$811K – – –
BWM
1639
Bernicke Wealth Management
Wisconsin
$811K +$44.3K +390 +6%
JA
1640
JOYN Advisors
Georgia
$810K +$64.5K +567 +8%
BRM
1641
Boston Research & Management
Massachusetts
$808K – – –
DBIA
1642
Dumont & Blake Investment Advisors
New Jersey
$807K -$31.8K -280 -4%
CCG
1643
Chatham Capital Group
Georgia
$804K – – –
ONB
1644
Old National Bancorp
Indiana
$804K +$28.4K +250 +4%
QPWM
1645
Quadrant Private Wealth Management
Pennsylvania
$799K +$17.5K +154 +2%
IB
1646
Intrust Bank
Kansas
$794K -$6.25K -55 -0.8%
BW
1647
Bison Wealth
Georgia
$785K -$45.5K -400 -5%
WCWM
1648
Willow Creek Wealth Management
California
$783K -$9.21K -81 -1%
AFC
1649
AFT Forsyth & Company
Florida
$782K -$4.21K -37 -0.5%
GTAM
1650
Global Trust Asset Management
Florida
$782K +$500K +4,400 +161%
64 65
66
67 68