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Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
876
WESPAC Advisors SoCal
California
$1.03M +$21.3K +500 +3%
NVCHI
877
New Vernon Capital Holdings II
New Jersey
$1.02M +$952K +22,370 New
MCM
878
Murphy Capital Management
New Jersey
$1.01M +$10.6K +250 +1%
NCGI
879
Next Century Growth Investors
Minnesota
$1.01M -$307K -7,210 -25%
SOAMC
880
Spirit of America Management Corp
New York
$1M +$787K +18,490 +527%
BP
881
Ballentine Partners
Massachusetts
$1M +$8.51K +200 +0.9%
HIM
882
Hotaling Investment Management
Pennsylvania
$998K +$11.1K +260 +1%
HCM
883
Howard Capital Management
Georgia
$998K +$860K +20,210 New
RFC
884
Regions Financial Corp
Alabama
$994K -$511K -12,010 -35%
KF
885
Krilogy Financial
Missouri
$992K +$553K +12,990 +147%
BCA
886
Biltmore Capital Advisors
New Jersey
$991K +$259K +6,080 +39%
RHBC
887
R.H. Bluestein & Co
Michigan
$990K – – –
BRWM
888
B. Riley Wealth Management
Tennessee
$987K -$203K -4,780 -18%
IWS
889
Insight Wealth Strategies
California
$987K +$134K +3,160 +17%
ZCA
890
Zeke Capital Advisors
Pennsylvania
$985K -$799K -18,770 -46%
SWM
891
Segment Wealth Management
Texas
$985K +$19.2K +450 +2%
SS
892
Sunbelt Securities
Texas
$982K -$52.8K -1,240 -5%
MIM
893
Moseley Investment Management
Florida
$980K -$851 -20 -0.1%
SP
894
SWS Partners
Ohio
$979K +$89.8K +2,110 +12%
OCM
895
One Capital Management
California
$976K -$509K -11,970 -36%
ANTB
896
AMG National Trust Bank
Colorado
$974K +$910K +21,390 New
PIG
897
Pantheon Investment Group
California
$973K -$27.2K -640 -3%
GFP
898
Gryphon Financial Partners
Ohio
$971K +$2.55K +60 +0.3%
QCG
899
Quadrant Capital Group
Ohio
$960K -$1.02M -24,020 -53%
SSW
900
Smith Shellnut Wilson
Mississippi
$959K – – –
34 35
36
37 38