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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1176
Summit Financial
New Jersey
$930K +$124K +2,850 +18%
WAS
1177
WESPAC Advisors SoCal
California
$930K +$24.4K +560 +3%
QC
1178
Quent Capital
New York
$925K +$145K +3,320 +21%
AGWCA
1179
Annis Gardner Whiting Capital Advisors
Florida
$917K +$10K +230 +1%
LA
1180
Legacy Advisors
Pennsylvania
$916K +$169K +3,870 +26%
BFC
1181
Blue Fin Capital
Rhode Island
$913K -$21K -480 -2%
SAM
1182
Silvercrest Asset Management
New York
$912K +$303K +6,950 +59%
AAB
1183
ABN AMRO Bank
Netherlands
$909K -$32.7K -750 -4%
NC
1184
NinePointTwo Capital
California
$908K – – –
SCI
1185
Stableford Capital II
Arizona
$908K -$126K -2,880 -14%
CIA
1186
Choate Investment Advisors
Massachusetts
$903K -$194K -4,440 -19%
AB
1187
Atlas Brown
Kentucky
$898K -$2.62K -60 -0.3%
AIA
1188
AIMZ Investment Advisors
California
$897K -$15.3K -350 -2%
RA
1189
RFG Advisory
Alabama
$895K +$5.24K +120 +0.7%
LWCFA
1190
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$894K -$199K -4,550 -22%
WAP
1191
Wealthcare Advisory Partners
Pennsylvania
$891K -$27.1K -620 -3%
T
1192
TOBAM
France
$885K -$137K -3,140 -15%
LPT
1193
Legacy Private Trust
Wisconsin
$884K +$265K +6,070 +50%
WIM
1194
WealthPlan Investment Management
Nebraska
$883K -$18.3K -420 -2%
WFC
1195
Western Financial Corp
California
$883K +$43.2K +990 +6%
ET
1196
Equitable Trust
Tennessee
$883K -$323K -7,410 -29%
TW
1197
TritonPoint Wealth
Maryland
$882K +$791K +18,120 New
WCM
1198
WealthBridge Capital Management
Ohio
$881K +$87.3K +2,000 +12%
KOC
1199
Koss-Olinger Consulting
Florida
$878K +$873 +20 +0.1%
SAM
1200
Sompo Asset Management
Japan
$876K +$786K +18,000 New
46 47
48
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