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Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
1026
Winslow Evans & Crocker
Massachusetts
$486K – – –
CAN
1027
Claraphi Advisory Network
United States
$480K +$95.9K +1,453 +25%
ICM
1028
IMS Capital Management
Oregon
$478K – – –
AMCA
1029
Arthur M. Cohen & Associates
Illinois
$475K +$28K +424 +6%
DJSG
1030
D.J. St. Germain
Massachusetts
$472K +$469K +7,103 New
HMS
1031
Hanseatic Management Services
New Mexico
$471K +$468K +7,094 New
NL
1032
NWAM LLC
Washington
$470K -$75.6K -1,145 -14%
LJHT
1033
Laurie J. Hall Trustee
$467K +$208K +3,150 +81%
FMWA
1034
Forvis Mazars Wealth Advisors
Missouri
$465K +$114K +1,726 +33%
HCMT
1035
Highland Capital Management (Texas)
Texas
$465K +$462K +7,000 New
AC
1036
Avestar Capital
New York
$462K +$3.23K +49 +0.7%
DIM
1037
DC Investments Management
Virginia
$462K +$459K +6,961 New
HL
1038
HeadInvest LLC
Maine
$460K +$13.2K +200 +3%
KFGK
1039
Keystone Financial Group (Kentucky)
Kentucky
$455K +$110K +1,668 +31%
NDSI
1040
Newman Dignan & Sheerar Inc
Rhode Island
$452K – – –
SFM
1041
Signature Financial Management
Virginia
$449K +$3.3K +50 +0.7%
LSAG
1042
Lake Street Advisors Group
New Hampshire
$447K -$142K -2,159 -24%
SAM
1043
Security Asset Management
New York
$447K – – –
ZAM
1044
Zevin Asset Management
Massachusetts
$445K – – –
CCMW
1045
Cypress Capital Management (Wyoming)
Wyoming
$442K -$224K -3,400 -34%
IWM
1046
IHT Wealth Management
Illinois
$441K -$93.3K -1,414 -17%
SMFS
1047
Squar Milner Financial Services
California
$441K +$924 +14 +0.2%
BPB
1048
Badgley, Phelps & Bell
Washington
$439K -$88K -1,333 -17%
SFS
1049
Sowell Financial Services
Arkansas
$439K -$34.6K -524 -8%
DLA
1050
Douglas Lane & Associates
New York
$428K +$25.7K +390 +6%
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