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Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
951
Sandy Spring Bank
Maryland
$706K -$164K -588 -19%
AL
952
Aspiriant LLC
California
$704K +$3.63K +13 +0.5%
LWAM
953
Legacy Wealth Asset Management
Minnesota
$703K -$8.65K -31 -1%
WIC
954
Woodmont Investment Counsel
Tennessee
$695K +$3.35K +12 +0.5%
PSP
955
Principal Street Partners
Tennessee
$693K – – –
CAG
956
Csenge Advisory Group
Florida
$690K +$52.8K +189 +8%
PF
957
Phoenix Financial
Israel
$690K -$9.49K -34 -1%
PA
958
Promethium Advisors
Maryland
$687K +$48.9K +175 +8%
WAM
959
WFA Asset Management
Wisconsin
$685K +$3.35K +12 +0.5%
CIA
960
Concurrent Investment Advisors
Florida
$682K -$13.7K -49 -2%
HH
961
Hilltop Holdings
Texas
$680K +$37.1K +133 +6%
MMPW
962
Mitchell McLeod Pugh & Williams
Alabama
$679K -$50.3K -180 -7%
OWA
963
Opal Wealth Advisors
New York
$675K +$22.3K +80 +3%
BCPWM
964
Bradley & Co Private Wealth Management
Florida
$672K +$667K +2,389 New
PA
965
Profund Advisors
Maryland
$671K -$141K -504 -17%
FFS
966
Founders Financial Securities
Maryland
$667K +$11.7K +42 +2%
SEM
967
Suncoast Equity Management
Florida
$667K – – –
SCM
968
Sterneck Capital Management
Missouri
$665K – – –
KA
969
Kovack Advisors
Florida
$664K -$520K -1,861 -44%
SB
970
Strategic Blueprint
Georgia
$664K +$128K +458 +24%
MAM
971
MWA Asset Management
Massachusetts
$656K -$20.4K -73 -3%
SC
972
Searle & Co
Connecticut
$656K -$14K -50 -2%
IA
973
IFG Advisory
Georgia
$656K +$651K +2,330 New
CI
974
Cigna Investments
Connecticut
$652K -$6.98K -25 -1%
ACM
975
Advisors Capital Management
New Jersey
$652K +$71.5K +256 +12%
37 38
39
40 41