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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2076
Americana Partners
Texas
$565K -$244K -2,209 -30%
CIC
2077
Chase Investment Counsel
Virginia
$565K +$221 +2 +0%
CCFM
2078
Clear Creek Financial Management
Washington
$564K -$28.5K -258 -5%
RIS
2079
Retirement Income Solutions
Michigan
$563K – – –
ETC
2080
Exchange Traded Concepts
Oklahoma
$562K -$22.6K -205 -4%
SWA
2081
SFMG Wealth Advisors
Texas
$562K +$246K +2,224 +79%
KCP
2082
KDI Capital Partners
North Carolina
$561K – – –
SMH
2083
Sanders Morris Harris
Texas
$560K +$549K +4,974 New
BWP
2084
Bernardo Wealth Planning
Pennsylvania
$559K -$82.4K -746 -13%
BG
2085
Berry Group
Massachusetts
$558K – – –
MWA
2086
Meridian Wealth Advisors
Texas
$558K +$552K +5,001 New
WA
2087
Wealth Architects
California
$557K -$2.98K -27 -0.5%
CHA
2088
Cooper/Haims Advisors
New York
$557K +$37.1K +336 +7%
BWL
2089
Bogart Wealth LLC
Virginia
$555K +$133K +1,204 +32%
TLP
2090
Trinity Legacy Partners
Texas
$554K +$535K +4,842 New
NJBEST
2091
New Jersey Better Educational Savings Trust
New Jersey
$552K – – –
AIM
2092
Alhambra Investment Management
Florida
$552K +$94.4K +855 +21%
CP
2093
Covenant Partners
Tennessee
$551K -$101K -911 -16%
BHA
2094
Beech Hill Advisors
New York
$549K +$22.1K +200 +4%
FNBOSM
2095
First National Bank of South Miami
Florida
$548K -$32.3K -293 -6%
WA
2096
Wambolt & Associates
Colorado
$548K -$331 -3 -0.1%
FP
2097
Financial Perspectives
Minnesota
$547K – – –
SWP
2098
Strategic Wealth Partners
Ohio
$545K -$1.05M -9,545 -66%
PV
2099
Private Vista
Illinois
$545K +$113K +1,028 +27%
PIMG
2100
Patriot Investment Management Group
Tennessee
$544K +$110 +1 +0%
82 83
84
85 86