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Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1201
Vista Capital Partners
Oregon
$844K -$12.4K -134 -2%
NSB
1202
Norway Savings Bank
Maine
$841K +$42.9K +465 +6%
SAM
1203
S.A. Mason
Michigan
$836K -$29.5K -320 -4%
QCG
1204
Quadrant Capital Group
Ohio
$835K -$106K -1,152 -12%
WSCM
1205
Wellington Shields Capital Management
New York
$832K -$928K -10,049 -54%
BWL
1206
Bogart Wealth LLC
Virginia
$831K +$151K +1,641 +24%
SSW
1207
Smith Shellnut Wilson
Mississippi
$830K +$185 +2 +0%
AIC
1208
Archer Investment Corporation
Indiana
$827K -$51.4K -557 -6%
PAM
1209
Private Asset Management
California
$824K -$18.5K -200 -2%
FIM
1210
Frontier Investment Management
Texas
$823K -$831 -9 -0.1%
NFG
1211
Next Financial Group
Texas
$823K +$46.3K +502 +6%
EB
1212
Eastern Bank
Massachusetts
$822K – – –
EF
1213
Empirical Finance
Pennsylvania
$816K +$94.4K +1,023 +14%
SWMG
1214
Strategic Wealth Management Group
Maryland
$813K +$369 +4 +0%
VCM
1215
Virtue Capital Management
Tennessee
$811K +$763K +8,269 New
TTWM
1216
TCV Trust & Wealth Management
Virginia
$807K -$19.4K -210 -2%
PAS
1217
Partnervest Advisory Services
California
$807K +$155K +1,681 +26%
DAM
1218
Diamant Asset Management
Connecticut
$806K – – –
EFSCE
1219
Enterprise Financial Services Corp (EFSC)
Missouri
$805K +$4.98K +54 +0.7%
MAM
1220
Martingale Asset Management
Massachusetts
$804K -$138K -1,496 -15%
LSPW
1221
Lake Street Private Wealth
Illinois
$803K +$59.1K +640 +8%
PL
1222
Plancorp LLC
Missouri
$802K -$7.48K -81 -1%
RHP
1223
Royal Harbor Partners
Texas
$802K +$755K +8,175 New
GSWM
1224
Golden State Wealth Management
California
$801K +$32.8K +355 +5%
BPA
1225
Beacon Pointe Advisors
California
$801K +$402K +4,350 +113%
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