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Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
601
N.E.W. Advisory Services
Wisconsin
$679K -$7.37K -662 -1%
LNWWM
602
Laird Norton Wetherby Wealth Management
California
$678K -$7.63K -686 -1%
CWS
603
Cypress Wealth Services
California
$677K -$13.7K -1,228 -2%
CCM
604
Chiron Capital Management
Florida
$677K +$132K +11,902 +27%
RIA
605
Realta Investment Advisors
Delaware
$677K +$168K +15,130 +37%
ACM
606
Advance Capital Management
Michigan
$669K +$3.85K +346 +0.6%
NCM
607
Narwhal Capital Management
Georgia
$666K -$39K -3,503 -6%
HCM
608
Hollencrest Capital Management
California
$666K +$21.1K +1,900 +4%
DI
609
DFPG Investments
Utah
$665K -$45K -4,041 -7%
AMIM
610
Aull & Monroe Investment Management
Alabama
$662K -$22.3K -2,000 -4%
RJT
611
Raymond James Trust
Florida
$650K -$258K -23,187 -30%
CAWM
612
Capital Advisors Wealth Management
Washington
$649K -$128K -11,494 -18%
SF
613
Synovus Financial
Georgia
$648K -$1.54M -138,277 -72%
RIL
614
Rothschild Investment LLC
Illinois
$646K -$5.07M -455,479 -90%
SCTC
615
Sanibel Captiva Trust Company
Florida
$645K +$589K +52,941 New
DC
616
Davenport & Co
Virginia
$642K -$200K -17,928 -25%
SPA
617
Sentinel Pension Advisors
Massachusetts
$642K -$47.9K -4,304 -8%
MFIM
618
Mesirow Financial Investment Management
Illinois
$639K +$583K +52,402 New
BB
619
Burford Brothers
Texas
$637K +$582K +52,283 New
PCG
620
Prosperity Consulting Group
Maryland
$634K -$178K -16,019 -24%
JAFL
621
Jay A. Fishman Ltd
Michigan
$633K -$55.6K -4,994 -9%
CCM
622
Coldstream Capital Management
Washington
$632K -$3.02M -271,227 -84%
GIA
623
Gladstone Institutional Advisory
Florida
$632K +$19.9K +1,787 +4%
FHA
624
Flagship Harbor Advisors
Massachusetts
$631K +$17.7K +1,590 +3%
TCWM
625
Total Clarity Wealth Management
Illinois
$629K +$171K +15,329 +42%
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