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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1551
Beaumont Asset Management
Texas
$531K +$119K +1,006 +24%
SA
1552
Strategic Advisors
New York
$530K -$1.25M -10,565 -67%
BBI
1553
Baxter Bros Inc
Connecticut
$530K -$14.2K -120 -2%
DSN
1554
D. Scott Neal
Kentucky
$530K – – –
BIAS
1555
Beacon Investment Advisory Services
New Jersey
$527K +$34.5K +292 +6%
CFG
1556
Cooper Financial Group
California
$527K +$421K +3,558 +223%
T
1557
TOBAM
France
$524K +$33.6K +284 +6%
SHWM
1558
Silicon Hills Wealth Management
Texas
$521K -$710 -6 -0.1%
AP
1559
Appleton Partners
Massachusetts
$521K +$137K +1,159 +29%
CFCI
1560
Comprehensive Financial Consultants Institutional
Indiana
$520K +$2.25K +19 +0.4%
WMA
1561
Wealth Management Associates
New Jersey
$519K -$355K -2,999 -37%
TFS
1562
TrustCore Financial Services
Tennessee
$518K +$7.69K +65 +1%
RWA
1563
Ropes Wealth Advisors
Massachusetts
$517K +$49.2K +416 +9%
NAS
1564
Nicolet Advisory Services
Wisconsin
$516K +$16K +135 +3%
IP
1565
Investment Partners
Ohio
$513K +$7.21K +61 +1%
BCP
1566
Berkeley Capital Partners
Georgia
$512K +$2.01K +17 +0.3%
TCB
1567
Texas Capital Bancshares
Texas
$510K -$78.1K -660 -12%
NW
1568
Naviter Wealth
Arkansas
$510K +$591K +4,994 New
GC
1569
GFG Capital
Florida
$509K -$72.1K -610 -11%
BWA
1570
Burt Wealth Advisors
Maryland
$509K – – –
GWSG
1571
GPS Wealth Strategies Group
Colorado
$508K -$36.3K -307 -6%
WA
1572
Wealth Architects
California
$508K +$88.8K +751 +18%
PCM
1573
Prelude Capital Management
New York
$508K +$189K +1,597 +47%
KTC
1574
Kistler-Tiffany Companies
Pennsylvania
$506K +$28.9K +244 +5%
PAS
1575
Professional Advisory Services
Florida
$505K – – –
61 62
63
64 65