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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1676
Shepherd Financial Partners
Massachusetts
$673K – – –
IWC
1677
Integrated Wealth Concepts
Massachusetts
$671K +$36.3K +746 +5%
CCMW
1678
Cypress Capital Management (Wyoming)
Wyoming
$671K +$86.5K +1,778 +14%
BOS
1679
Bingham Osborn & Scarborough
California
$669K +$40.6K +835 +6%
SXL
1680
Summit X LLC
Missouri
$668K -$223K -4,580 -24%
AA
1681
ALPS Advisors
Colorado
$667K +$686K +14,098 New
RGNCM
1682
R.G. Niederhoffer Capital Management
New York
$667K +$686K +14,100 New
IIC
1683
Integrated Investment Consultants
Michigan
$666K – – –
PWPS
1684
Pinnacle Wealth Planning Services
Ohio
$665K -$6.38K -131 -0.9%
PP
1685
PagnatoKarp Partners
Virginia
$665K +$21.3K +437 +3%
SHA
1686
Seneca House Advisors
Virginia
$664K -$45.8K -941 -6%
CFGS
1687
Concourse Financial Group Securities
Alabama
$664K +$683K +14,037 New
VCAM
1688
Van Cleef Asset Management
Ohio
$662K -$4.87K -100 -0.7%
CCM
1689
Chilton Capital Management
Texas
$662K – – –
WPW
1690
Waldron Private Wealth
Pennsylvania
$662K +$9.49K +195 +1%
SIM
1691
SSI Investment Management
California
$659K -$2.82K -58 -0.4%
AAM
1692
American Asset Management
Florida
$657K +$239K +4,910 +55%
POIA
1693
Pin Oak Investment Advisors
Texas
$654K -$2.29K -47 -0.3%
KTM
1694
Keeler Thomas Management
Utah
$654K +$376K +7,730 +131%
SCA
1695
Sippican Capital Advisors
Massachusetts
$653K -$110K -2,261 -15%
WCA
1696
Westover Capital Advisors
Delaware
$652K -$74.2K -1,524 -10%
KSA
1697
Ken Stern & Associates
California
$651K +$243 +5 +0%
AIA
1698
AIMZ Investment Advisors
California
$649K +$633 +13 +0.1%
WC
1699
Weil Company
California
$646K -$145K -2,979 -18%
GAM
1700
Gemmer Asset Management
California
$646K -$29K -595 -4%
66 67
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69 70