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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
901
Costello Asset Management
Pennsylvania
$848K -$126K -491 -14%
CWM
902
Circle Wealth Management
New Jersey
$847K -$43.5K -169 -5%
EGA
903
E&G Advisors
Texas
$846K – – –
WSCM
904
Wellington Shields Capital Management
New York
$845K -$58K -225 -7%
VI
905
Versor Investments
New York
$842K +$763K +2,963 New
GP
906
Girard Partners
Pennsylvania
$840K -$67K -260 -8%
PP
907
Palladium Partners
Virginia
$838K -$27.3K -106 -3%
SCM
908
Salem Capital Management
Massachusetts
$838K – – –
BWM
909
Biltmore Wealth Management
Arizona
$833K +$755K +2,931 New
BOTW
910
Bank of the West
California
$831K -$20.9K -81 -3%
RWA
911
River Wealth Advisors
Pennsylvania
$831K +$39.7K +154 +6%
HSA
912
HBK Sorce Advisory
Pennsylvania
$830K +$13.4K +52 +2%
SC
913
Solstein Capital
California
$829K -$71.1K -276 -9%
WCA
914
Westover Capital Advisors
Delaware
$828K -$21.9K -85 -3%
FWM
915
Frontier Wealth Management
Missouri
$827K +$361K +1,401 +93%
SFFS
916
Stonehage Fleming Financial Services
Jersey
$822K – – –
CP
917
Camelot Portfolios
Ohio
$822K +$221K +858 +42%
DA
918
Doliver Advisors
Texas
$820K +$94.8K +368 +15%
DPIM
919
Duff & Phelps Investment Management
Illinois
$818K – – –
CLOS
920
Compagnie Lombard Odier SCmA
Switzerland
$817K -$1.03M -3,986 -58%
CIM
921
CIM Investment Management
Pennsylvania
$815K -$27.6K -107 -4%
S
922
SignatureFD
Georgia
$815K -$5.41K -21 -0.7%
GIA
923
Gateway Investment Advisers
Ohio
$809K -$7.21K -28 -1%
LOAMS
924
Lombard Odier Asset Management (Switzerland)
Switzerland
$806K +$731K +2,838 New
B
925
Barings
North Carolina
$804K -$82.7K -321 -10%
35 36
37
38 39