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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1476
Secure Asset Management
Michigan
$402K -$9.58K -260 -3%
EWM
1477
Elite Wealth Management
Washington
$401K -$24.3K -660 -7%
BFG
1478
Beacon Financial Group
Texas
$401K -$12.5K -340 -4%
RBFC
1479
Roman Butler Fullerton & Co
Missouri
$401K -$36.8K -1,000 -11%
CIA
1480
Cape Investment Advisory
Georgia
$400K -$3.31K -90 -1%
JIR
1481
James Investment Research
Ohio
$400K +$172K +4,680 +107%
CCM
1482
Carlson Capital Management
Minnesota
$399K +$1.84K +50 +0.6%
KA
1483
Klingman & Associates
New York
$398K +$21K +570 +7%
PHIC
1484
Pine Haven Investment Counsel
Massachusetts
$397K – – –
TFCP
1485
Twin Focus Capital Partners
Massachusetts
$397K -$75.5K -2,050 -19%
WCM
1486
Wallace Capital Management
Texas
$396K +$331K +9,000 New
CWM
1487
Centurion Wealth Management
Virginia
$396K -$35K -950 -10%
SAG
1488
SageView Advisory Group
California
$395K +$77.7K +2,110 +31%
NIM
1489
Northeast Investment Management
Massachusetts
$394K +$7.74K +210 +2%
PIA
1490
Powell Investment Advisors
Florida
$393K – – –
AL
1491
ACAS LLC
California
$392K -$35.4K -960 -10%
NF
1492
Nvest Financial
New Hampshire
$391K -$112K -3,040 -26%
OWA
1493
Octavia Wealth Advisors
Ohio
$391K +$47.1K +1,280 +17%
IP
1494
Ignite Planners
California
$390K -$67.4K -1,830 -17%
HHGA
1495
Halbert Hargrove Global Advisors
California
$390K -$375K -10,190 -53%
UAS
1496
United Asset Strategies
New York
$389K – – –
LSA
1497
Lion Street Advisors
Texas
$387K -$27.3K -740 -12%
ORI
1498
Oak Ridge Investments
Illinois
$386K -$737 -20 -0.2%
TFGT
1499
TS Financial Group (TSFG)
Illinois
$385K +$2.21K +60 +0.7%
BFS
1500
Bradley Foster & Sargent
Connecticut
$385K +$11.1K +300 +4%
58 59
60
61 62