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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1926
Simon Quick Advisors
New Jersey
$737K +$287K +1,484 +70%
DAM
1927
Delta Asset Management
Tennessee
$734K – – –
FSC
1928
Full Sail Capital
Oklahoma
$733K -$9.69K -50 -1%
PBCM
1929
Point Break Capital Management
Florida
$732K – – –
ACM
1930
Allred Capital Management
Texas
$732K -$156K -807 -18%
WSC
1931
Wellington Shields & Co
New York
$731K +$234K +1,210 +51%
BWM
1932
BerganKDV Wealth Management
Minnesota
$730K +$18.2K +94 +3%
WLPWM
1933
Walled Lake Planning & Wealth Management
Illinois
$728K +$687K +3,545 New
CAG
1934
Csenge Advisory Group
Florida
$726K -$180K -931 -21%
TA
1935
TCG Advisors
Texas
$726K -$154K -793 -18%
MTCM
1936
Mint Tower Capital Management
Netherlands
$725K +$684K +3,532 New
LDFR
1937
Lehman & Derafelo Financial Resources
Pennsylvania
$723K +$62.2K +321 +10%
FP
1938
Foundry Partners
Minnesota
$722K – – –
LC
1939
Lavaca Capital
Texas
$722K +$108K +559 +19%
CB
1940
CNB Bank
Pennsylvania
$722K +$127K +658 +23%
MWM
1941
Merriman Wealth Management
Washington
$721K +$101K +520 +17%
OAM
1942
Optimal Asset Management
California
$720K +$679K +3,507 New
PCM
1943
Pointe Capital Management
Michigan
$719K -$968 -5 -0.1%
THWM
1944
Taylor Hoffman Wealth Management
Virginia
$719K +$171K +884 +34%
LS
1945
Leelyn Smith
Illinois
$719K +$672K +3,471 New
AL
1946
Arnhold LLC
New York
$718K – – –
NFG
1947
Noven Financial Group
Colorado
$718K +$29.1K +150 +4%
SG
1948
Somerset Group
Minnesota
$717K -$98.2K -507 -13%
WAG
1949
Winthrop Advisory Group
Massachusetts
$707K +$12.4K +64 +2%
UBG
1950
United Bank (Georgia)
Georgia
$707K +$103K +530 +18%
76 77
78
79 80