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Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
1226
J.M. Forbes & Co
Massachusetts
$760K -$7.83K -180 -1%
SSWM
1227
Sheets Smith Wealth Management
North Carolina
$750K -$3.61K -83 -0.5%
AF
1228
Allworth Financial
California
$747K +$139K +3,199 +25%
DSC
1229
Duncker Streett & Co
Missouri
$742K -$161K -3,700 -19%
MWVC
1230
Morgens Waterfall Vintiadis & Co
New York
$742K +$696K +16,000 New
NC
1231
NewSquare Capital
Pennsylvania
$739K -$53.6K -1,231 -7%
WA
1232
WFG Advisors
Texas
$738K -$53.4K -1,228 -7%
LIM
1233
Lathrop Investment Management
Arkansas
$738K +$27K +621 +4%
DWT
1234
Dorsey & Whitney Trust
South Dakota
$736K +$29.6K +681 +4%
BT
1235
Brandywine Trust
Delaware
$735K – – –
SOAMC
1236
Spirit of America Management Corp
New York
$728K – – –
NDSI
1237
Newman Dignan & Sheerar Inc
Rhode Island
$728K +$14.7K +338 +2%
TCOO
1238
Trust Company of Oklahoma
Oklahoma
$724K -$8.7K -200 -1%
SL
1239
Summitry LLC
California
$723K -$91.5K -2,103 -12%
KFS
1240
Kurt F. Somerville
$723K -$21.8K -500 -3%
FBB
1241
Fulton Breakefield Broenniman
Maryland
$722K -$783 -18 -0.1%
WA1
1242
Wimmer Associates 1
California
$717K +$30.4K +699 +5%
IFB
1243
iAB Financial Bank
Indiana
$717K +$80.5K +1,850 +14%
KP
1244
Keel Point
Alabama
$714K -$29.9K -688 -4%
TP
1245
Truvvo Partners
New York
$714K +$670K +15,400 New
I
1246
IberiaBank
Louisiana
$713K -$22.9K -527 -3%
SFA
1247
Staton Financial Advisors
North Carolina
$708K +$16.1K +370 +2%
ST
1248
Spinnaker Trust
Maine
$707K -$12K -275 -2%
RC
1249
RegentAtlantic Capital
New Jersey
$705K +$189K +4,333 +40%
FNBTCON
1250
First National Bank & Trust Co of Newtown
Pennsylvania
$703K -$14.6K -335 -2%
48 49
50
51 52