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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1451
Sandler Capital Management
New York
$352K +$329K +2,640 New
CFP
1452
Cornerstone Financial Partners
North Carolina
$351K -$366K -2,939 -53%
TFA
1453
Toth Financial Advisory
Virginia
$351K +$2.62K +21 +0.8%
FPCG
1454
Fort Pitt Capital Group
Pennsylvania
$350K -$18.1K -145 -5%
CC
1455
Capital Counsel
New York
$347K -$1.39M -11,116 -81%
RIA
1456
Regal Investment Advisors
Michigan
$345K -$17.7K -142 -5%
SWA
1457
SFMG Wealth Advisors
Texas
$345K -$2.74K -22 -0.8%
HCM
1458
Highlander Capital Management
New Jersey
$345K – – –
TFF
1459
The Family Firm
Maryland
$344K -$46K -369 -13%
LPT
1460
Legacy Private Trust
Wisconsin
$342K – – –
PAM
1461
Peak Asset Management
Colorado
$341K -$7.52M -60,324 -96%
PPSG
1462
Princeton Portfolio Strategies Group
New Jersey
$341K – – –
AA
1463
Apriem Advisors
California
$341K +$12.3K +99 +4%
CCM
1464
Carderock Capital Management
Maryland
$340K -$12.5K -100 -4%
WFG
1465
Windsor Financial Group
Minnesota
$335K -$8.1K -65 -3%
LOT
1466
Lombard Odier Transatlantic
Quebec, Canada
$334K -$187K -1,500 -38%
BCM
1467
Bienville Capital Management
New York
$334K – – –
BLAM
1468
Bourne Lent Asset Management
New York
$334K – – –
PLFAM
1469
Pineno Levin & Ford Asset Management
Virginia
$334K – – –
RFA
1470
Reilly Financial Advisors
California
$333K -$25.2K -202 -7%
WA1
1471
Wimmer Associates 1
California
$333K +$74.8K +600 +32%
PL
1472
Parkwood LLC
Ohio
$329K -$363K -2,912 -54%
SAA
1473
Southeast Asset Advisors
Georgia
$328K +$6.61K +53 +2%
CGL
1474
Clarius Group LLC
Washington
$328K +$8.6K +69 +3%
LWM
1475
LBA Wealth Management
Florida
$327K -$106K -850 -26%
57 58
59
60 61