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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
676
Concourse Financial Group Securities
Alabama
$212K -$579K -60,993 -72%
CG
677
Colony Group
Massachusetts
$212K -$131K -13,781 -37%
SMC
678
Smith, Moore & Co
Missouri
$212K -$10.1K -1,062 -4%
SAM
679
Seelaus Asset Management
New Jersey
$212K -$4.38K -461 -2%
RIA
680
Realta Investment Advisors
Delaware
$211K -$46.9K -4,942 -18%
RA
681
RFG Advisory
Alabama
$211K +$16.9K +1,780 +8%
TPWA
682
TRUE Private Wealth Advisors
Oregon
$204K +$59.2K +6,233 +39%
ZF
683
Zhang Financial
Michigan
$203K – – –
GLA
684
Good Life Advisors
Pennsylvania
$202K -$10.3K -1,088 -5%
BHBT
685
Burke & Herbert Bank & Trust
Virginia
$202K -$4.28K -450 -2%
DWT
686
Dorsey & Whitney Trust
South Dakota
$201K -$119K -12,541 -36%
HI
687
Horizon Investments
North Carolina
$201K -$5.26K -554 -2%
UCMOK
688
United Capital Management of KS
Kansas
$201K +$15.9K +1,679 +8%
FA
689
Faithward Advisors
Pennsylvania
$200K +$208K +21,851 New
SIC
690
Sigma Investment Counselors
Michigan
$198K -$35.3K -3,715 -15%
LC
691
Loews Corp
New York
$198K – – –
FWM
692
Focused Wealth Management
New York
$198K +$427 +45 +0.2%
WIA
693
World Investment Advisors
California
$196K +$47 +5 +0%
BFG
694
Barber Financial Group
Kansas
$196K +$8.46K +891 +4%
FRM
695
Foundation Resource Management
Arkansas
$195K – – –
SAM
696
SignalPoint Asset Management
Missouri
$193K -$43.4K -4,566 -18%
EAM
697
Evanson Asset Management
California
$192K -$9.37K -986 -4%
KIA
698
KCM Investment Advisors
California
$192K – – –
CIC
699
Carnegie Investment Counsel
Ohio
$191K -$8.33K -877 -4%
QCIG
700
Quad-Cities Investment Group
Iowa
$191K +$9.57K +1,007 +5%
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