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Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
701
E&G Advisors
Texas
$293K – – –
CIC
702
Carnegie Investment Counsel
Ohio
$293K +$30.8K +2,690 +10%
ECM
703
ETrade Capital Management
Virginia
$291K +$301K +26,277 New
SFA
704
Sequoia Financial Advisors
Ohio
$287K -$146K -12,772 -33%
CAM
705
Cacti Asset Management
Georgia
$282K – – –
FA
706
Fortis Advisors
Pennsylvania
$281K +$3.66K +320 +1%
RT
707
Rockland Trust
Massachusetts
$280K -$5.88K -514 -2%
HSA
708
HBK Sorce Advisory
Pennsylvania
$279K -$109K -9,545 -27%
VIP
709
Vantage Investment Partners
Missouri
$276K -$161K -14,020 -36%
AAM
710
American Asset Management
Florida
$275K +$11.4K +1,000 +4%
SKK
711
Shepherd Kaplan Krochuk
Massachusetts
$274K – – –
RWA
712
River Wealth Advisors
Pennsylvania
$273K -$46.2K -4,035 -14%
FWM
713
Focused Wealth Management
New York
$272K -$2.12K -185 -0.7%
CBB
714
Citizens Business Bank
California
$270K – – –
AWM
715
Aries Wealth Management
Maine
$269K -$7.42K -648 -2%
MHS
716
M Holdings Securities
Oregon
$268K -$458K -39,986 -62%
WAM
717
Wealthspire Advisors (Maryland)
Maryland
$268K +$17.6K +1,539 +7%
CMANY
718
Capital Management Associates (New York)
New York
$266K -$55K -4,800 -17%
SP
719
Successful Portfolios
Florida
$266K -$435 -38 -0.2%
CB
720
Cadence Bank
Mississippi
$265K -$10.3K -900 -4%
SMM
721
Stadion Money Management
Georgia
$261K -$44K -3,842 -14%
TG
722
TLP Group
Illinois
$261K -$39.5K -3,446 -13%
WP
723
WealthPLAN Partners
Nebraska
$261K -$5.59K -488 -2%
BCA
724
Bray Capital Advisors
Florida
$261K – – –
CA
725
Cynosure Advisors
Utah
$261K +$36.3K +3,173 +16%
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29
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