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Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1226
Signet Financial Management
New Jersey
$739K -$81.1K -704 -10%
BW
1227
Bison Wealth
Georgia
$728K +$61.2K +531 +9%
HCIA
1228
Hochman Cole Investment Advisors
Illinois
$728K +$84.1K +730 +13%
HI
1229
Horizon Investments
North Carolina
$728K +$518K +4,498 +240%
CAG
1230
Crestwood Advisors Group
Massachusetts
$722K +$108K +940 +17%
RCM
1231
RNC Capital Management
California
$714K +$352K +3,055 +96%
RMDI
1232
R.M. Davis Inc
Maine
$713K +$244K +2,115 +51%
PJSIMP
1233
P.J. Schmidt Investment Management (PJS)
Wisconsin
$711K +$27.1K +235 +4%
FHA
1234
First Horizon Advisors
Tennessee
$704K +$201K +1,741 +39%
CC
1235
Cedar Capital
Illinois
$702K -$47.8K -415 -6%
AA
1236
ALPS Advisors
Colorado
$695K +$216K +1,877 +45%
BFM
1237
Boothbay Fund Management
New York
$692K -$2.87M -24,887 -80%
CPO
1238
Cerity Partners OCIO
New York
$691K +$24.5K +213 +4%
LW
1239
Linscomb Wealth
Texas
$688K -$37.3K -324 -5%
CGT
1240
Capital Guardian Trust
California
$684K +$104K +900 +18%
MCWS
1241
McKinley Carter Wealth Services
West Virginia
$681K -$60K -521 -8%
ATC
1242
Adirondack Trust Company
New York
$681K +$538K +4,670 +363%
DAS
1243
Dynamic Advisor Solutions
Arizona
$680K -$44.7K -388 -6%
MP
1244
Manifold Partners
California
$680K +$308K +2,675 +82%
ADL
1245
Asset Dedication LLC
California
$676K -$115 -1 -0%
OWD
1246
Osborn Williams & Donohoe
Ohio
$671K – – –
I
1247
IberiaBank
Louisiana
$658K +$9.45K +82 +1%
CG
1248
Colony Group
Massachusetts
$640K -$4.38K -38 -0.7%
BI
1249
Boulegeris Investments
Georgia
$637K -$35.7K -310 -5%
CAL
1250
Capital Analysts LLC
Pennsylvania
$636K -$207K -1,797 -24%
48 49
50
51 52