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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
951
Nelson Capital Management
California
$47K – – –
GWMIA
952
Global Wealth Management Investment Advisory
Florida
$46K +$189 +22 +0.4%
AOWM
953
Alpha Omega Wealth Management
Virginia
$44K – – –
CBT
954
Capital Bank & Trust
California
$44K – – –
DMK
955
David M. Knott
$44K – – –
SSB
956
Sandy Spring Bank
Maryland
$43K -$25.8K -3,000 -38%
SCM
957
Silvant Capital Management
Georgia
$43K – – –
RWG
958
Regal Wealth Group
California
$42K +$575 +67 +1%
ACS
959
Archford Capital Strategies
Illinois
$42K +$4.93K +574 +14%
LHC
960
Little House Capital
Massachusetts
$41K +$40.2K +4,678 New
BC
961
Barnett & Company
Tennessee
$38K – – –
ZB
962
Zions Bancorporation
Utah
$38K +$37.3K +4,347 New
SIM
963
Sentry Investment Management
Wisconsin
$37K -$1.89M -220,001 -98%
BWL
964
Bogart Wealth LLC
Virginia
$37K – – –
WAS
965
Winch Advisory Services
Wisconsin
$37K +$438 +51 +1%
GI
966
Gradient Investments
Minnesota
$36K -$66.9K -7,786 -65%
LC
967
Lavaca Capital
Texas
$36K – – –
FQ
968
First Quadrant
California
$35K – – –
DWM
969
Destination Wealth Management
California
$35K +$2.58K +300 +8%
RE
970
RBC Europe
United Kingdom
$34K -$20.2K -2,350 -38%
CAW
971
Cornerstone Advisors (Washington)
Washington
$33K +$9.03K +1,051 +38%
PFO
972
Pathstone Family Office
New Jersey
$32K – – –
AWM
973
AllSquare Wealth Management
New York
$32K +$60 +7 +0.2%
WCM
974
WealthBridge Capital Management
Ohio
$32K +$10.6K +1,237 +65%
KFS
975
Kelly Financial Services
Massachusetts
$32K +$31.3K +3,642 New
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