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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
751
Symphony Financial
Texas
$648K -$505K -12,007 -43%
JPWM
752
Jamison Private Wealth Management
Georgia
$646K +$1.09K +26 +0.2%
TWC
753
TD Waterhouse Canada
Ontario, Canada
$644K -$35.5K -843 -5%
IWM
754
Integris Wealth Management
California
$644K – – –
HCP
755
Holt Capital Partners
Texas
$642K – – –
BC
756
Broadwater Capital
Massachusetts
$642K – – –
MMA
757
Miracle Mile Advisors
California
$639K +$12.9K +306 +2%
IWM
758
IHT Wealth Management
Illinois
$632K -$24.7K -586 -4%
SAM
759
Summit Asset Management
Tennessee
$625K – – –
OC
760
Oarsman Capital
Wisconsin
$617K -$9.18K -218 -1%
CCIA
761
Campbell & Co Investment Adviser
Maryland
$614K +$243K +5,770 +61%
HCM
762
Hengehold Capital Management
Ohio
$608K – – –
AIM
763
Advyzon Investment Management
Illinois
$603K +$210K +4,977 +50%
SFSG
764
Sound Financial Strategies Group
Mississippi
$596K -$66K -1,568 -10%
PTFIS
765
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$595K +$624K +14,822 New
BFP
766
Birchwood Financial Partners
Minnesota
$594K +$623K +14,801 New
FWCM
767
Ferguson Wellman Capital Management
Oregon
$592K – – –
EWM
768
Empirical Wealth Management
Washington
$592K +$119K +2,828 +24%
EAM
769
Empirical Asset Management
Massachusetts
$591K -$86K -2,044 -11%
PFA
770
Peak Financial Advisors
Colorado
$586K +$615K +14,606 New
THCM
771
Taylor Hoffman Capital Management
Virginia
$585K – – –
WB
772
WesBanco Bank
West Virginia
$584K -$100K -2,376 -14%
TC
773
Tannin Capital
North Carolina
$584K +$613K +14,562 New
DAM
774
Delta Asset Management
Tennessee
$578K – – –
AA
775
Apriem Advisors
California
$574K -$589 -14 -0.1%
29 30
31
32 33