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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
826
EFG International
$224K +$209K +1,148 New
GWM
827
GSB Wealth Management
Connecticut
$223K +$208K +1,144 New
JWBC
828
J.W. Burns & Co
New York
$223K -$20K -110 -9%
BWM
829
Baron Wealth Management
Michigan
$223K +$208K +1,140 New
SP
830
SmartHarvest Portfolios
Washington
$222K +$207K +1,139 New
AWM
831
Aberdeen Wealth Management
Illinois
$220K +$205K +1,125 New
SHA
832
Seneca House Advisors
Virginia
$219K +$205K +1,124 New
BFIM
833
Beese Fulmer Investment Management
Ohio
$219K +$205K +1,124 New
RB
834
Rodgers Brothers
Pennsylvania
$219K +$204K +1,120 New
ABTD
835
Arvest Bank Trust Division
Oklahoma
$218K +$204K +1,119 New
QFW
836
QTR Family Wealth
Florida
$218K +$173K +951 New
OWA
837
Opal Wealth Advisors
New York
$217K +$202K +1,110 New
MYIA
838
Mount Yale Investment Advisors
Colorado
$217K +$202K +1,110 New
HWA
839
HHM Wealth Advisors
Tennessee
$217K +$6.74K +37 +3%
SHFA
840
SS&H Financial Advisors
Michigan
$215K +$200K +1,100 New
AWCI
841
Alpine Woods Capital Investors
New York
$215K +$200K +1,100 New
PCG
842
Prosperity Consulting Group
Maryland
$214K +$199K +1,094 New
SWM
843
SeaCrest Wealth Management
New York
$213K +$195K +1,070 New
CTC
844
Central Trust Company
Missouri
$213K -$11.7K -64 -6%
HSA
845
HBK Sorce Advisory
Pennsylvania
$213K +$173K +951 New
LK
846
Lumbard & Kellner
New Hampshire
$212K +$198K +1,085 New
DIP
847
Davis Investment Partners
North Carolina
$211K +$197K +1,080 New
FDCP
848
Foster Dykema Cabot & Partners
Massachusetts
$209K +$160K +876 +449%
RWM
849
Ritholtz Wealth Management
New York
$209K +$195K +1,069 New
AFGAS
850
Allegiance Financial Group Advisory Services
Virginia
$208K +$194K +1,067 New
32 33
34
35 36