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Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
951
Chicago Partners Investment Group
Illinois
$885K -$6.66K -1,280 -0.9%
OFG
952
OmniStar Financial Group
North Carolina
$879K -$15.8K -3,040 -2%
WCM
953
Whitener Capital Management
North Carolina
$871K – – –
EFS
954
Essex Financial Services
Connecticut
$868K -$16.2K -3,120 -2%
HWA
955
HCR Wealth Advisors
California
$865K -$70.1K -13,480 -8%
PFS
956
Physicians Financial Services
North Carolina
$859K -$20.8K -4,000 -3%
SVCP
957
Silicon Valley Capital Partners
California
$858K +$104K +20,000 +16%
TYCC
958
Texas Yale Capital Corp
Florida
$856K – – –
CFG
959
Citizens Financial Group
Rhode Island
$842K +$250K +48,000 +50%
GAM
960
Gotham Asset Management
New York
$835K +$738K +141,920 New
DBRC
961
D.B. Root & Company
Pennsylvania
$833K +$737K +141,640 New
KPCM
962
Kings Point Capital Management
New York
$832K +$196K +37,720 +36%
HPC
963
HM Payson & Co
Maine
$828K +$8.32K +1,600 +1%
MFG
964
Merit Financial Group
Georgia
$826K -$51.2K -9,840 -7%
RWM
965
Ritholtz Wealth Management
New York
$817K -$248K -47,680 -26%
SBSB
966
Sullivan, Bruyette, Speros & Blaney
Virginia
$816K +$10.4K +2,000 +1%
CC
967
Cedar Capital
Illinois
$816K +$118K +22,600 +19%
RC
968
RegentAtlantic Capital
New Jersey
$815K -$36.4K -7,000 -5%
BP
969
Ballentine Partners
Massachusetts
$814K +$23.5K +4,520 +3%
AA
970
Alesco Advisors
New York
$811K +$717K +137,800 New
MTIM
971
Marathon Trading Investment Management
Pennsylvania
$810K +$717K +137,760 New
FHA
972
First Horizon Advisors
Tennessee
$805K -$17.5K -3,360 -2%
ICM
973
IMS Capital Management
Oregon
$801K +$19.1K +3,680 +3%
PWM
974
PRW Wealth Management
Massachusetts
$801K +$31.2K +6,000 +5%
FMWA
975
Forvis Mazars Wealth Advisors
Missouri
$797K +$130K +25,040 +23%
37 38
39
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