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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1676
Pinnacle Advisory Group
Maryland
$746K -$90K -617 -11%
LP
1677
LMR Partners
United Kingdom
$744K -$1.06M -7,292 -60%
CG
1678
Colony Group
Massachusetts
$741K -$454K -3,112 -39%
ANB
1679
Amarillo National Bank
Texas
$736K +$42.3K +290 +6%
EWM
1680
Empirical Wealth Management
Washington
$730K -$148K -1,014 -17%
LFG
1681
LifePlan Financial Group
Ohio
$728K +$52.8K +362 +8%
KFA
1682
Kelleher Financial Advisors
New York
$727K -$195K -1,340 -22%
HHGA
1683
Halbert Hargrove Global Advisors
California
$722K +$54.3K +372 +8%
GC
1684
Gratry & Company
Ohio
$721K -$27.4K -188 -4%
MCMT
1685
Moon Capital Management (Tennessee)
Tennessee
$719K +$292 +2 +0%
WI
1686
Wintrust Investments
Illinois
$704K +$2.61M +17,921 New
KFA
1687
Kays Financial Advisory
Georgia
$702K +$146 +1 +0%
DOA
1688
D'Orazio & Associates
Virginia
$701K -$24.8K -170 -4%
KT
1689
Kanaly Trust
Texas
$693K -$584 -4 -0.1%
PAWC
1690
P.A.W. Capital
Connecticut
$693K – – –
PWMAG
1691
Pinnacle Wealth Management Advisory Group
New Jersey
$685K +$45.7K +313 +7%
EI
1692
EDMP Inc
Florida
$684K -$92.6K -635 -12%
EBSAM
1693
Eubel Brady & Suttman Asset Management
Ohio
$683K -$63.3K -434 -9%
BIAS
1694
Beacon Investment Advisory Services
New Jersey
$683K +$12.5K +86 +2%
SMH
1695
Sanders Morris Harris
Texas
$678K -$899K -6,163 -58%
BCM
1696
Bourgeon Capital Management
Connecticut
$677K +$292 +2 +0%
AWM
1697
Affinity Wealth Management
Delaware
$675K -$1.6K -11 -0.2%
RFA
1698
Reilly Financial Advisors
California
$675K +$102K +700 +19%
SMG
1699
Spectrum Management Group
Indiana
$675K +$494K +3,386 +312%
IFAM
1700
Institutional & Family Asset Management
Colorado
$674K -$16.8K -115 -3%
66 67
68
69 70