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Name Holding Trade Value Shares
Change 		Change in
Stake
DFC
801
DB Fitzpatrick & Co
Idaho
$691K +$77.2K +366 +9%
IWM
802
IHT Wealth Management
Illinois
$690K +$209K +989 +27%
FWCM
803
Ferguson Wellman Capital Management
Oregon
$685K +$2.74K +13 +0.3%
TC
804
Telemus Capital
Michigan
$683K -$3.28M -15,535 -77%
HPC
805
HM Payson & Co
Maine
$678K -$412K -1,950 -30%
WHCI
806
W.H. Cornerstone Investments
Massachusetts
$675K +$937K +4,439 New
IWC
807
Integrated Wealth Concepts
Massachusetts
$674K -$8.65K -41 -0.9%
FB
808
Fulton Bank
Pennsylvania
$674K -$6.75K -32 -0.7%
CT
809
Columbia Trust
Oregon
$672K +$69.6K +330 +8%
DA
810
Doliver Advisors
Texas
$668K +$18.6K +88 +2%
ZIG
811
Zullo Investment Group
Pennsylvania
$667K +$114K +539 +14%
SAM
812
Steinberg Asset Management
New York
$667K +$948K +4,491 New
MTIM
813
Marathon Trading Investment Management
Pennsylvania
$653K +$929K +4,400 New
WA
814
WBH Advisory
Maryland
$649K -$16K -76 -2%
CWM
815
Circle Wealth Management
New Jersey
$649K -$8.86K -42 -1%
SSW
816
Smith Shellnut Wilson
Mississippi
$646K – – –
CWM
817
Curi Wealth Management
North Carolina
$646K +$917K +4,347 +144,900%
6F
818
626 Financial
Michigan
$642K +$49.8K +236 +6%
SW
819
SVB Wealth
Massachusetts
$640K +$633 +3 +0.1%
SACTSONJ
820
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$638K -$359K -1,700 -28%
JIC
821
Johnson Investment Counsel
Ohio
$638K -$29.3K -139 -3%
SOS
822
Silver Oak Securities
Tennessee
$637K +$28.3K +134 +6%
BCM
823
Brookstone Capital Management
Illinois
$637K -$932K -4,416 -51%
CW
824
Connectus Wealth
Ohio
$634K -$967K -4,581 -52%
HIC
825
Holderness Investments Company
North Carolina
$634K -$144K -682 -14%
31 32
33
34 35