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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
801
Essex Financial Services
Connecticut
$220K +$225K +5,929 New
SWA
802
Sutton Wealth Advisors
Florida
$219K +$684 +18 +0.3%
WB
803
WesBanco Bank
West Virginia
$219K -$45.1K -1,187 -17%
RG
804
Rathbones Group
United Kingdom
$215K +$220K +5,800 New
CP
805
Camelot Portfolios
Ohio
$214K -$15.7K -414 -7%
SFM
806
Signet Financial Management
New Jersey
$212K +$210K +5,537 New
ECM
807
Evergreen Capital Management
Washington
$212K +$217K +5,722 New
HCM
808
HM Capital Management
Missouri
$211K +$216K +5,683 New
CT
809
Coastline Trust
Rhode Island
$210K +$215K +5,660 New
HW
810
Hancock Whitney
Mississippi
$209K -$1.28M -33,802 -86%
RIA
811
Regal Investment Advisors
Michigan
$209K -$16K -422 -7%
PG
812
Patten Group
Tennessee
$209K +$49.1K +1,294 +30%
WBG
813
Wharton Business Group
Pennsylvania
$207K -$91.5K -2,410 -30%
WA
814
WealthTrust Axiom
Pennsylvania
$206K +$212K +5,570 New
IA
815
IFP Advisors
Florida
$205K -$375K -9,869 -64%
IG
816
ING Group
Netherlands
$205K +$210K +5,533 New
YWP
817
YorkBridge Wealth Partners
New York
$204K +$874 +23 +0.4%
BWA
818
BDO Wealth Advisors
Florida
$204K +$25.2K +663 +14%
SL
819
Summitry LLC
California
$204K +$209K +5,495 New
SVWA
820
Sound View Wealth Advisors
Georgia
$203K -$53.3K -1,403 -20%
CIAS
821
Capital Investment Advisory Services
North Carolina
$203K +$9.69K +255 +5%
BIA
822
Barry Investment Advisors
Massachusetts
$203K +$208K +5,466 New
JHCP
823
Jackson Hole Capital Partners
Oklahoma
$202K +$207K +5,440 New
SFA
824
Sequoia Financial Advisors
Ohio
$202K +$207K +5,449 New
NSIM
825
North Star Investment Management
Illinois
$201K +$38 +1 +0%
31 32
33
34 35