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Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
1601
Israel Discount Bank of New York
New York
$945K -$126K -2,641 -13%
CWA
1602
Cypress Wealth Advisors
California
$945K -$6.32K -133 -0.7%
RT
1603
Rockland Trust
Massachusetts
$945K +$54.1K +1,138 +7%
PFBT
1604
Parkside Financial Bank & Trust
Missouri
$943K -$72.5K -1,525 -8%
OFW
1605
Omnia Family Wealth
Florida
$939K -$128K -2,700 -13%
AF
1606
Affiance Financial
Minnesota
$935K -$64.3K -1,353 -7%
TC
1607
Trust Company
Kansas
$935K -$41.2K -866 -5%
NHC
1608
Nicholas Hoffman & Company
Georgia
$935K +$19.3K +407 +2%
SFM
1609
Signature Financial Management
Virginia
$931K +$200K +4,213 +31%
WHG
1610
Westwood Holdings Group
Texas
$922K -$5.84M -122,859 -87%
FF
1611
Fluent Financial
Texas
$921K +$47.3K +996 +6%
AFP
1612
Ausdal Financial Partners
Iowa
$919K -$60.6K -1,276 -7%
HW
1613
Hancock Whitney
Mississippi
$918K -$164K -3,444 -16%
NL
1614
NVWM LLC
Pennsylvania
$915K +$247K +5,206 +39%
SP
1615
Successful Portfolios
Florida
$914K +$6.84K +144 +0.8%
VCP
1616
Vista Capital Partners
Oregon
$910K -$379K -7,980 -31%
CHJWM
1617
Carlton Hofferkamp & Jenks Wealth Management
Texas
$910K -$38.5K -810 -4%
CP
1618
Castleview Partners
Texas
$907K +$827K +17,408 New
FBT
1619
First Bankers Trust
Kentucky
$902K -$47.5K -1,000 -5%
OA
1620
Oxbow Advisors
Texas
$897K – – –
EA
1621
Elm Advisors
California
$894K -$16.6K -350 -2%
CW
1622
Cobiz Wealth
Colorado
$894K – – –
DSAM
1623
Dock Street Asset Management
Florida
$892K -$114K -2,400 -12%
NCM
1624
Northwest Capital Management
Oregon
$891K +$143 +3 +0%
DWM
1625
Destination Wealth Management
California
$890K +$49.9K +1,049 +7%
63 64
65
66 67