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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1226
Xcel Wealth Management
Florida
$4.92M -$81.1K -213 -2%
PGWM
1227
Parisi Gray Wealth Management
New Jersey
$4.92M +$19K +50 +0.4%
PFS
1228
Physicians Financial Services
North Carolina
$4.91M -$38.1K -100 -0.8%
DCM
1229
Delta Capital Management
New Jersey
$4.89M +$3.81K +10 +0.1%
LC
1230
Lavaca Capital
Texas
$4.87M +$1.51M +3,961 +33%
SWMG
1231
Signature Wealth Management Group
Georgia
$4.86M +$28.6K +75 +0.6%
JIP
1232
Jaffetilchin Investment Partners
Florida
$4.86M +$107K +280 +2%
CCT
1233
Chemung Canal Trust
New York
$4.85M +$140K +368 +3%
BP
1234
Ballentine Partners
Massachusetts
$4.85M +$87.6K +230 +2%
IAIM
1235
International Assets Investment Management
Florida
$4.84M -$11.4M -29,832 -67%
GH
1236
GAM Holding
Switzerland
$4.83M -$27.8K -73 -0.6%
BWM
1237
BT Wealth Management
Georgia
$4.83M +$38.1K +100 +0.9%
BWM
1238
BNC Wealth Management
Oregon
$4.83M +$94.4K +248 +2%
EA
1239
Eclectic Associates
California
$4.82M +$1.52K +4 +0%
IB
1240
Intrust Bank
Kansas
$4.82M +$43.8K +115 +1%
SCA
1241
Sage Capital Advisors
South Dakota
$4.8M +$485K +1,275 +11%
WA
1242
Wealth Advisors
California
$4.8M – – –
GIA
1243
GHP Investment Advisors
Colorado
$4.8M +$76.9K +202 +2%
BPM
1244
Bowling Portfolio Management
Ohio
$4.79M -$65.9K -173 -1%
MAP
1245
Managed Asset Portfolios
Michigan
$4.79M +$8.38K +22 +0.2%
BFPW
1246
BOK Financial Private Wealth
Colorado
$4.78M +$2.24M +5,886 +104%
LG
1247
Leuthold Group
Minnesota
$4.78M -$106K -278 -2%
ECM
1248
Evergreen Capital Management
Washington
$4.77M +$199K +523 +5%
DCM
1249
Decatur Capital Management
Georgia
$4.75M -$54.4K -143 -1%
WOC
1250
West Oak Capital
California
$4.74M -$173K -455 -4%
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