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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1926
Stratos Wealth Advisors
Ohio
$516K -$48.5K -139 -9%
SC
1927
Skylands Capital
Wisconsin
$516K -$17.4K -50 -3%
RM
1928
Resource Management
Louisiana
$511K -$311K -892 -38%
UIA
1929
UBP Investment Advisors
Switzerland
$510K – – –
VCM
1930
Vivaldi Capital Management
Illinois
$509K -$349 -1 -0.1%
VCM
1931
Vigilant Capital Management
Maine
$509K +$139K +398 +39%
CT
1932
Columbia Trust
Oregon
$508K +$73.3K +210 +17%
GAG
1933
GM Advisory Group
New York
$507K -$112K -322 -18%
NSB
1934
Norway Savings Bank
Maine
$504K – – –
MC
1935
Matisse Capital
Oregon
$504K +$31.8K +91 +7%
NFSG
1936
Newbridge Financial Services Group
Florida
$503K +$19.5K +56 +4%
SIA
1937
Strategic Investment Advisors
Michigan
$502K -$1.77M -5,078 -78%
NJBEST
1938
New Jersey Better Educational Savings Trust
New Jersey
$502K -$384K -1,100 -44%
CPW
1939
Catalyst Private Wealth
California
$502K – – –
CPSAC
1940
Chas P. Smith & Associates (CPS)
Florida
$500K -$3.49K -10 -0.7%
HFS
1941
Howard Financial Services
Texas
$500K +$349 +1 +0.1%
CFSG
1942
Clark Financial Services Group
Missouri
$500K +$489K +1,402 New
SSG
1943
Summit Securities Group
New York
$498K -$802K -2,300 -62%
CA
1944
Claro Advisors
Massachusetts
$498K -$30K -86 -6%
SFWA
1945
Summit Financial Wealth Advisors
Louisiana
$497K -$34.5K -99 -7%
BWM
1946
BerganKDV Wealth Management
Minnesota
$497K -$9.77K -28 -2%
CWC
1947
Carolinas Wealth Consulting
North Carolina
$497K -$4.19K -12 -0.9%
RMAM
1948
Raab & Moskowitz Asset Management
New Jersey
$497K – – –
RCM
1949
Regency Capital Management
Hawaii
$497K +$487K +1,395 New
PIC
1950
Portland Investment Counsel
Ontario, Canada
$494K +$484K +1,388 New
76 77
78
79 80