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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
876
Frontier Wealth Management
Missouri
$520K +$139K +4,700 +41%
CMTU
877
Capital Markets Trading (UK)
United Kingdom
$519K -$1.24M -41,950 -72%
DBRC
878
D.B. Root & Company
Pennsylvania
$518K -$437K -14,750 -48%
ACM
879
ADI Capital Management
New York
$518K -$208K -7,000 -30%
PP
880
Patten & Patten
Tennessee
$517K -$88.9K -3,000 -16%
GC
881
GFG Capital
Florida
$517K +$473K +15,970 New
AWA
882
Arete Wealth Advisors
Illinois
$514K -$251K -8,470 -35%
SVWAG
883
Sound View Wealth Advisors Group
Georgia
$513K -$13.6K -460 -3%
MAFM
884
Mid Atlantic Financial Management
Pennsylvania
$505K -$111K -3,760 -19%
DI
885
DFPG Investments
Utah
$500K -$1.78K -60 -0.4%
TMAM
886
Tokio Marine Asset Management
Japan
$498K +$32K +1,080 +8%
HTC
887
Haverford Trust Company
Pennsylvania
$496K -$148K -4,980 -25%
PTC
888
Private Trust Company
Ohio
$494K -$32K -1,080 -7%
RWA
889
Ropes Wealth Advisors
Massachusetts
$492K +$14.8K +500 +3%
ARG
890
Advisory Resource Group
Oklahoma
$491K -$18.1K -610 -4%
OIA
891
OneDigital Investment Advisors
Kansas
$489K -$46.5K -1,570 -9%
HWA
892
Heritage Wealth Advisors
Virginia
$489K +$47.1K +1,590 +12%
SSB
893
Sandy Spring Bank
Maryland
$486K -$10.1K -340 -2%
GC
894
Gruss & Co
Florida
$485K -$296K -10,000 -40%
LCC
895
Lincoln Capital Corp
Rhode Island
$485K – – –
RIG
896
Roosevelt Investment Group
New York
$483K – – –
CPIG
897
Chicago Partners Investment Group
Illinois
$480K +$4.74K +160 +1%
SIC
898
SFE Investment Counsel
California
$479K – – –
CFS
899
CRA Financial Services
New Jersey
$478K +$4.45K +150 +1%
BOPW
900
Brandywine Oak Private Wealth
Pennsylvania
$478K +$7.71K +260 +2%
34 35
36
37 38