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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1751
Klingman & Associates
New York
$1.18M +$144K +532 +14%
CT
1752
Coastline Trust
Rhode Island
$1.18M -$148K -545 -11%
NB
1753
Nicolet Bankshares
Wisconsin
$1.17M +$21.4K +79 +2%
FHC
1754
First Heartland Consultants
Missouri
$1.17M -$43.3K -160 -4%
LWPC
1755
Legacy Wealth Partners (California)
California
$1.16M +$813 +3 +0.1%
FL
1756
Fort LP
Maryland
$1.16M +$108K +397 +11%
AO
1757
Advisor OS
Illinois
$1.16M -$270K -996 -19%
TIA
1758
Tiemann Investment Advisors
California
$1.16M +$13.5K +50 +1%
NF
1759
Nikulski Financial
Iowa
$1.16M +$47.4K +175 +4%
PWMG
1760
Prestige Wealth Management Group
New Jersey
$1.16M +$119K +438 +12%
ECM
1761
Evergreen Capital Management
Washington
$1.15M +$17.6K +65 +2%
DDC
1762
DF Dent & Co
Maryland
$1.15M +$215K +794 +24%
XS
1763
XR Securities
Illinois
$1.15M +$1.12M +4,126 New
AIC
1764
Ameritas Investment Company
Nebraska
$1.14M – – –
UBV
1765
United Bank (Virginia)
Virginia
$1.14M +$20.6K +76 +2%
ACP
1766
Aviance Capital Partners
Florida
$1.14M +$37.1K +137 +3%
TC
1767
Trust Company
Kansas
$1.14M -$148K -545 -12%
TIA
1768
Tandem Investment Advisors
South Carolina
$1.13M -$15.2K -56 -1%
FFC
1769
First Financial Corp
Indiana
$1.13M +$62.8K +232 +6%
LC
1770
Lincoln Capital
Nebraska
$1.13M +$25.7K +95 +2%
RCG
1771
Rock Creek Group
District of Columbia
$1.13M +$54.7K +202 +5%
WEPOG
1772
Wealth Enhancement & Preservation of GA
Georgia
$1.13M +$150K +552 +16%
CCG
1773
Chatham Capital Group
Georgia
$1.13M -$13.5K -50 -1%
BBA
1774
BLB&B Advisors
Pennsylvania
$1.12M +$16.8K +62 +2%
CCP
1775
Clarkston Capital Partners
Michigan
$1.12M – – –
69 70
71
72 73