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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
SeaCrest Wealth Management
New York
$3.94M -$110K -365 -3%
FMWA
827
Forvis Mazars Wealth Advisors
Missouri
$3.94M +$72.9K +242 +2%
JPWM
828
Jamison Private Wealth Management
Georgia
$3.91M +$12K +40 +0.3%
OFS
829
Orrstown Financial Services
Pennsylvania
$3.91M -$161K -536 -4%
MWM
830
Mission Wealth Management
California
$3.9M -$279K -928 -7%
SLI
831
Sumitomo Life Insurance
Japan
$3.89M +$34K +113 +0.9%
FWA
832
FOCUS Wealth Advisors
Texas
$3.89M -$98.5K -327 -3%
FLPIM
833
F.L. Putnam Investment Management
Massachusetts
$3.87M +$697K +2,314 +23%
EFG
834
Everhart Financial Group
Ohio
$3.87M +$41.3K +137 +1%
EWM
835
Elite Wealth Management
Washington
$3.87M +$3.78M +12,553 New
VA
836
VestGen Advisors
Illinois
$3.83M -$1.16M -3,860 -24%
FCH
837
Freestone Capital Holdings
Washington
$3.81M +$66.2K +220 +2%
VIA
838
Vickerman Investment Advisors
Washington
$3.8M -$946K -3,142 -20%
GT
839
Glenview Trust
Kentucky
$3.79M +$16.3K +54 +0.4%
AM
840
AGF Management
Ontario, Canada
$3.77M -$25K -83 -0.7%
SAMU
841
Stenham Asset Management UK
$3.73M -$1.13M -3,750 -24%
WSC
842
Wellington Shields & Co
New York
$3.73M +$478K +1,587 +15%
NB
843
NBT Bank
New York
$3.71M -$338K -1,124 -8%
HHAA
844
Henry H. Armstrong Associates
Pennsylvania
$3.71M – – –
MAM
845
Mystic Asset Management
Rhode Island
$3.69M -$89.4K -297 -2%
CF
846
Centaurus Financial
California
$3.69M -$71.7K -238 -2%
CCG
847
Cypress Capital Group
Florida
$3.67M +$379K +1,258 +12%
SAG
848
SageView Advisory Group
California
$3.67M -$608K -2,018 -14%
AIP
849
Ameritas Investment Partners
Nebraska
$3.66M -$67.8K -225 -2%
AIM
850
Anchor Investment Management
South Carolina
$3.66M +$101K +335 +3%
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