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Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
926
CWA Asset Management Group
Florida
$563K -$35.4K -1,020 -6%
GP
927
Geneva Partners
Wisconsin
$556K -$258K -7,440 -32%
SYBT
928
Stock Yards Bank & Trust
Kentucky
$556K -$57.2K -1,650 -10%
HTC
929
Haverford Trust Company
Pennsylvania
$550K -$5.89K -170 -1%
GFS
930
GYL Financial Synergies
Connecticut
$548K +$17K +490 +3%
MC
931
Miles Capital
Iowa
$546K – – –
UC
932
Unio Capital
New Jersey
$544K -$347K -10,000 -40%
JFA
933
Johanson Financial Advisors
California
$544K -$3.47K -100 -0.7%
SS
934
Sunbelt Securities
Texas
$542K +$250K +7,210 +90%
NFG
935
Next Financial Group
Texas
$541K -$726K -20,950 -58%
FWM
936
Frontier Wealth Management
Missouri
$541K -$60.3K -1,740 -10%
NFH
937
NEXT Financial Holdings
Texas
$541K +$526K +15,170 New
FPGK
938
Financial Partners Group (Kansas)
Kansas
$540K -$37.4K -1,080 -7%
IWC
939
Integrated Wealth Concepts
Massachusetts
$536K +$150K +4,330 +41%
LCC
940
Lincoln Capital Corp
Rhode Island
$535K -$3.47K -100 -0.7%
NWM
941
Northwest Wealth Management
Iowa
$535K – – –
SRSA
942
S.R. Schill & Associates
Washington
$535K +$45.1K +1,300 +9%
GSWM
943
Golden State Wealth Management
California
$534K +$520K +14,990 New
SVWA
944
Sound View Wealth Advisors
Georgia
$533K -$17K -490 -3%
PMG
945
ProVise Management Group
Florida
$532K -$257K -7,410 -33%
MFG
946
Merit Financial Group
Georgia
$532K +$27K +780 +6%
CWA
947
Clarus Wealth Advisors
Arizona
$532K +$236K +6,810 +84%
SIC
948
SFE Investment Counsel
California
$531K +$17.3K +500 +3%
EWM
949
Evercore Wealth Management
New York
$529K +$6.24K +180 +1%
MMPW
950
Mitchell McLeod Pugh & Williams
Alabama
$527K – – –
36 37
38
39 40