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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
926
Simmons Bank
Arkansas
$565K -$52K -260 -10%
TWA
927
TCI Wealth Advisors
Arizona
$556K -$114K -570 -20%
SLAM
928
Swiss Life Asset Management
$555K – – –
NCM
929
New Capital Management
Texas
$554K -$160K -800 -27%
XWM
930
Xcel Wealth Management
Florida
$548K – – –
HA
931
Harfst & Associates
Wyoming
$546K +$26.2K +131 +6%
EWM
932
Edge Wealth Management
New York
$544K -$176K -878 -29%
HI
933
Horizon Investments
North Carolina
$542K -$253K -1,265 -37%
HW
934
Hancock Whitney
Mississippi
$540K -$12K -60 -3%
JWM
935
JGP Wealth Management
Oregon
$537K – – –
SSWG
936
Seven Springs Wealth Group
Tennessee
$537K – – –
PPCM
937
Pillar Pacific Capital Management
California
$534K -$89.6K -448 -17%
NIM
938
Northeast Investment Management
Massachusetts
$529K +$1.6K +8 +0.4%
PFGIA
939
Patriot Financial Group Insurance Agency
Massachusetts
$528K -$200K -999 -32%
DIM
940
Delta Investment Management
California
$528K – – –
WSTAM
941
Wilbanks Smith & Thomas Asset Management
Virginia
$528K +$33.8K +169 +9%
IC
942
Intersect Capital
California
$527K +$44.2K +221 +12%
HA
943
Hamel Associates
New Jersey
$526K +$63K +315 +18%
PCM
944
Parsons Capital Management
Rhode Island
$525K -$2.2K -11 -0.5%
CFGS
945
Concourse Financial Group Securities
Alabama
$525K +$32.4K +162 +8%
RCAG
946
Rehmann Capital Advisory Group
Michigan
$522K -$4.8K -24 -1%
SC
947
Sepio Capital
Utah
$516K +$410K +2,050 New
VFPI
948
Vantage Financial Partners (Illinois)
Illinois
$516K – – –
TC
949
Telemus Capital
Michigan
$515K -$37.6K -188 -9%
NRS
950
Neville Rodie & Shaw
New York
$514K – – –
36 37
38
39 40