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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1076
SFMG Wealth Advisors
Texas
$326K +$50.5K +12,000 +19%
CFA
1077
Carroll Financial Associates
North Carolina
$324K +$249K +59,200 +384%
AAM
1078
Augustine Asset Management
Florida
$323K -$33.7K -8,000 -10%
SVWAG
1079
Sound View Wealth Advisors Group
Georgia
$323K -$5.38K -1,280 -2%
PTC
1080
Private Trust Company
Ohio
$322K -$8.41K -2,000 -3%
QCG
1081
Quadrant Capital Group
Ohio
$320K +$45.8K +10,880 +16%
VSWA
1082
Vontobel Swiss Wealth Advisors
Switzerland
$319K -$264K -62,720 -46%
TAM
1083
Todd Asset Management
Kentucky
$318K – – –
RWA
1084
Redhawk Wealth Advisors
Minnesota
$317K +$306K +72,800 New
CCM
1085
Canal Capital Management
Virginia
$314K +$54.7K +13,000 +22%
MA
1086
Mutual Advisors
Nebraska
$313K -$475K -112,880 -61%
WC
1087
Westhampton Capital
North Carolina
$313K -$33.7K -8,000 -10%
EWM
1088
Endurance Wealth Management
Rhode Island
$313K – – –
MC
1089
Miles Capital
Iowa
$310K -$8.58K -2,040 -3%
MWP
1090
MYCIO Wealth Partners
Pennsylvania
$310K +$3.53K +840 +1%
GLI
1091
Guardian Life Insurance
New York
$310K +$5.89K +1,400 +2%
WP
1092
WMS Partners
Maryland
$310K +$46.3K +11,000 +18%
FFA
1093
Fragasso Financial Advisors
Pennsylvania
$309K -$8.41K -2,000 -3%
GSWM
1094
Golden State Wealth Management
California
$308K -$536K -127,400 -64%
BCM
1095
BlueCrest Capital Management
Jersey
$305K -$1.38M -326,840 -82%
RM
1096
Resource Management
Louisiana
$305K -$50.5K -12,000 -15%
CIM
1097
Confluence Investment Management
Missouri
$305K – – –
FVWA
1098
Foster Victor Wealth Advisors
South Carolina
$305K +$21K +5,000 +8%
HI
1099
Handelsinvest Investeringsforvaltning
Denmark
$303K – – –
LSAG
1100
Lake Street Advisors Group
New Hampshire
$303K +$2.86K +680 +0.9%
42 43
44
45 46