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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1526
Venturi Wealth Management
Texas
$308K – – –
NL
1527
NWAM LLC
Washington
$306K -$82.5K -1,107 -20%
IF
1528
Intrua Financial
Texas
$306K +$12.4K +167 +4%
AFS
1529
AFG Fiduciary Services
Massachusetts
$305K +$307K +4,125 New
IAA
1530
Ironsides Asset Advisors
North Carolina
$305K +$74.2K +995 +29%
WH
1531
Willner & Heller
California
$305K +$59K +792 +22%
RCM
1532
Requisite Capital Management
Texas
$305K +$326K +4,370 New
HL
1533
HeadInvest LLC
Maine
$305K -$6.48K -87 -2%
YIM
1534
Yoffe Investment Management
Pennsylvania
$304K – – –
PCG
1535
Prosperity Consulting Group
Maryland
$304K +$325K +4,360 New
ICP
1536
Interchange Capital Partners
Pennsylvania
$303K +$96.8K +1,299 +43%
LSIA
1537
LaSalle St. Investment Advisors
Illinois
$303K +$324K +4,346 New
EPA
1538
Element Pointe Advisors
Florida
$303K +$323K +4,338 New
WHC
1539
Wulff, Hansen & Co
California
$301K – – –
AWM
1540
Aprio Wealth Management
Georgia
$301K +$321K +4,312 New
NHT
1541
New Hampshire Trust
New Hampshire
$300K -$10.8K -145 -3%
DWM
1542
Defined Wealth Management
Oregon
$299K +$447 +6 +0.1%
PA
1543
PFG Advisors
Arizona
$299K -$13.6M -181,953 -98%
FBB
1544
Fulton Breakefield Broenniman
Maryland
$298K +$2.38K +32 +0.8%
AGA
1545
Arkos Global Advisors
Texas
$298K +$3.95K +53 +1%
DWM
1546
Destination Wealth Management
California
$298K +$107K +1,437 +51%
SFS
1547
Summit Financial Strategies
Ohio
$298K – – –
UOTTAIMCU
1548
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$297K +$318K +4,264 New
CAL
1549
Capital Analysts LLC
Pennsylvania
$297K -$71.8K -963 -18%
TBT
1550
Texas Bank & Trust
Texas
$297K -$248K -3,326 -44%
60 61
62
63 64