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Name Holding Trade Value Shares
Change 		Change in
Stake
HIMC
676
Heritage Investors Management Corp
Maryland
$362K – – –
PCM
677
Pointe Capital Management
Michigan
$360K -$26.2K -1,500 -7%
CA
678
Continuum Advisory
Idaho
$359K -$349 -20 -0.1%
SFG
679
SNS Financial Group
Minnesota
$359K +$20.9K +1,200 +6%
PP
680
Patten & Patten
Tennessee
$357K +$13.8K +790 +4%
ZF
681
Zhang Financial
Michigan
$354K -$174 -10 -0.1%
APP
682
Avantax Planning Partners
Iowa
$353K -$4.01K -230 -1%
SAM
683
SignalPoint Asset Management
Missouri
$352K +$339K +19,450 New
MLL
684
Moody Lynn & Lieberson
Massachusetts
$351K -$2.96K -170 -0.9%
CPIG
685
Chicago Partners Investment Group
Illinois
$349K -$337K -19,330 -50%
GLA
686
Good Life Advisors
Pennsylvania
$349K -$8.2K -470 -3%
AFP
687
Ausdal Financial Partners
Iowa
$348K -$63K -3,610 -16%
SYBT
688
Stock Yards Bank & Trust
Kentucky
$343K – – –
SWA
689
SFMG Wealth Advisors
Texas
$341K -$63.7K -3,650 -16%
FWCM
690
First Western Capital Management
California
$341K -$19.7K -1,130 -6%
WJA
691
Williams Jones & Associates
New York
$341K +$17.4K +1,000 +6%
GP
692
Geneva Partners
Wisconsin
$339K +$326K +18,700 New
MTIM
693
Marathon Trading Investment Management
Pennsylvania
$337K +$324K +18,590 New
VF
694
Virtu Financial
New York
$332K +$38.5K +2,210 +14%
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$329K – – –
EWM
696
Evercore Wealth Management
New York
$326K -$541K -31,000 -63%
AIA
697
AIMZ Investment Advisors
California
$326K -$12.2K -700 -4%
NFG
698
Nadler Financial Group
Illinois
$326K +$1.74K +100 +0.6%
PI
699
Parkside Investments
Illinois
$326K +$314K +18,000 New
MA
700
MUFG Americas
New York
$325K +$14K +800 +5%
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