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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1301
WMS Partners
Maryland
$425K +$38.6K +6,120 +10%
RFM
1302
Royal Fund Management
Florida
$425K +$123K +19,560 +43%
SIM
1303
SSI Investment Management
California
$421K -$5.3K -840 -1%
AMCA
1304
Arthur M. Cohen & Associates
Illinois
$419K +$18.9K +3,000 +5%
WKWM
1305
Walter & Keenan Wealth Management
Indiana
$419K +$435K +68,920 New
WA
1306
Wealth Alliance
New York
$418K +$400K +63,400 New
SB
1307
Strategic Blueprint
Georgia
$414K +$396K +62,760 New
NSAM
1308
North Star Asset Management
Wisconsin
$414K +$396K +62,840 New
WPC
1309
Waters Parkerson & Co
Louisiana
$411K -$6.31K -1,000 -2%
HS
1310
Haafor (Singapore)
Singapore
$410K -$1.1M -174,640 -74%
AIP
1311
Almanack Investment Partners
Pennsylvania
$403K +$386K +61,160 New
WA
1312
Waverly Advisors
Alabama
$400K +$7.82K +1,240 +2%
FC
1313
Ferris Capital
Massachusetts
$400K +$383K +60,760 New
CWS
1314
Cypress Wealth Services
California
$399K -$4.29K -680 -1%
HH
1315
Hilltop Holdings
Texas
$397K -$321K -50,880 -46%
LF
1316
Lantz Financial
Illinois
$396K +$8.58K +1,360 +2%
SYBT
1317
Stock Yards Bank & Trust
Kentucky
$395K +$101K +16,000 +36%
LWMM
1318
Legacy Wealth Management (Mississippi)
Mississippi
$393K +$376K +59,560 New
DTL
1319
Dynamic Technology Lab
Singapore
$391K -$3.74M -592,400 -91%
CCMG
1320
Clark Capital Management Group
Pennsylvania
$388K -$291K -46,080 -44%
RT
1321
Rockland Trust
Massachusetts
$388K -$11.1K -1,760 -3%
PTP
1322
Platform Technology Partners
New York
$388K +$371K +58,800 New
JSL
1323
JT Stratford LLC
Georgia
$387K -$67.9K -10,760 -15%
SW
1324
SkyOak Wealth
Michigan
$385K -$463K -73,320 -56%
AJ
1325
Ashburton (Jersey)
Jersey
$385K – – –
51 52
53
54 55