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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2301
Strategic Wealth Management Group
Maryland
$316K +$300K +2,265 New
SS
2302
Sunbelt Securities
Texas
$315K +$28.6K +216 +11%
CI
2303
CX Institutional
Indiana
$313K +$58.9K +444 +25%
AIS
2304
Accurate Investment Solutions
Pennsylvania
$312K – – –
MTC
2305
McDaniel Terry & Co
Texas
$312K – – –
VAS
2306
Valicenti Advisory Services
New York
$312K – – –
SFM
2307
Signet Financial Management
New Jersey
$310K -$22.4K -169 -7%
GA
2308
GFS Advisors
Texas
$308K -$26.5K -200 -8%
CHA
2309
Carmichael Hill & Associates
Maryland
$306K +$41K +309 +16%
HCP
2310
Holt Capital Partners
Texas
$304K -$19.9K -150 -6%
HIS
2311
Harvest Investment Services
Illinois
$304K +$285K +2,152 New
PGA
2312
Portland Global Advisors
Maine
$304K +$288K +2,174 New
PA
2313
PFG Advisors
Arizona
$301K +$56K +422 +25%
BFPW
2314
BOK Financial Private Wealth
Colorado
$301K +$286K +2,158 New
SCM
2315
SKBA Capital Management
California
$300K +$285K +2,150 New
MIC
2316
Meridian Investment Counsel
California
$299K +$4.11K +31 +1%
CHP
2317
Cable Hill Partners
Oregon
$298K -$10.6K -80 -4%
FNBSF
2318
First National Bank Sioux Falls
South Dakota
$297K -$49.1K -370 -15%
AIS
2319
American Investment Services
Massachusetts
$297K – – –
ODG
2320
O'Dell Group
Ohio
$297K +$282K +2,127 New
DE
2321
Day & Ennis
Georgia
$296K – – –
APW
2322
Acima Private Wealth
Virginia
$295K – – –
SSW
2323
Smith Shellnut Wilson
Mississippi
$295K – – –
SAM
2324
Shikiar Asset Management
New York
$294K – – –
GWA
2325
Guidant Wealth Advisors
Illinois
$293K +$11.5K +87 +4%
91 92
93
94 95