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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
801
Naviter Wealth
Arkansas
$2.33M +$66.3K +337 +3%
CT
802
Chicago Trust
Illinois
$2.31M -$104K -528 -4%
ACP
803
Arcus Capital Partners
Georgia
$2.31M -$74.2K -377 -3%
MWM
804
Modera Wealth Management
New Jersey
$2.3M -$26.2K -133 -1%
IAMOG
805
Investors Asset Management of Georgia
Georgia
$2.3M -$54.3K -276 -2%
SGC
806
Slocum, Gordon & Co
Rhode Island
$2.29M – – –
WHC
807
Wulff, Hansen & Co
California
$2.28M +$29.5K +150 +1%
BB
808
Busey Bank
Illinois
$2.28M +$54.9K +279 +3%
GVAG
809
Great Valley Advisor Group
Delaware
$2.28M +$78.1K +397 +4%
MVA
810
Mount Vernon Associates
Maryland
$2.27M -$6.49K -33 -0.3%
LA
811
Legacy Advisors
Pennsylvania
$2.27M +$924K +4,694 +71%
LA
812
Lakeside Advisors
Washington
$2.26M – – –
WSCM
813
Wellington Shields Capital Management
New York
$2.26M -$7.95M -40,386 -78%
SACTSONJ
814
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.25M – – –
WHG
815
Westwood Holdings Group
Texas
$2.24M -$868K -4,412 -28%
TCA
816
Transcend Capital Advisors
New Jersey
$2.24M +$239K +1,215 +12%
AWM
817
Avior Wealth Management
Nebraska
$2.24M +$102K +517 +5%
PA
818
Profund Advisors
Maryland
$2.23M -$189K -963 -8%
RPGNY
819
Retirement Planning Group (New York)
New York
$2.23M +$29.3K +149 +1%
IFWM
820
Institute for Wealth Management
Colorado
$2.21M -$11.2K -57 -0.5%
FHA
821
Flagship Harbor Advisors
Massachusetts
$2.21M +$295K +1,499 +16%
SLFPAM
822
St. Louis Financial Planners Asset Management
Missouri
$2.21M -$2.07M -10,513 -49%
PTP
823
Platform Technology Partners
New York
$2.21M -$3.54K -18 -0.2%
CWA
824
Consilium Wealth Advisory
Texas
$2.21M -$54.5K -277 -2%
WT
825
Whittier Trust
California
$2.21M +$8.85K +45 +0.4%
31 32
33
34 35