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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
2176
TRUE Private Wealth Advisors
Oregon
$12.7M -$223K -1,198 -2%
WSC
2177
Wellington Shields & Co
New York
$12.7M +$298K +1,599 +2%
JWM
2178
Jupiter Wealth Management
Colorado
$12.7M -$118K -635 -0.9%
CWA
2179
Consilium Wealth Advisory
Texas
$12.7M -$43.2K -232 -0.3%
BWP
2180
BSW Wealth Partners
Colorado
$12.7M -$506K -2,719 -4%
LCM
2181
LCM Capital Management
Illinois
$12.7M -$277K -1,487 -2%
IRAG
2182
Investment Research & Advisory Group
Georgia
$12.7M -$218K -1,173 -2%
CE
2183
Cornerstone Enterprises
Wisconsin
$12.7M -$2.78M -14,955 -18%
FHWM
2184
Fox Hill Wealth Management
Massachusetts
$12.7M +$133K +715 +1%
KB
2185
Kimelman & Baird
New York
$12.6M +$1.56M +8,386 +14%
CSA
2186
Cottage Street Advisors
Massachusetts
$12.6M -$1.32M -7,105 -9%
IAS
2187
IMA Advisory Services
Colorado
$12.6M -$343K -1,845 -3%
TTIC
2188
Tower Trust & Investment Company
Iowa
$12.6M -$265K -1,425 -2%
T
2189
TOBAM
France
$12.6M +$8.76M +47,043 +232%
PP
2190
Paladin Partners
Wisconsin
$12.6M +$12.5M +67,311 New
BTWM
2191
Baker Tilly Wealth Management
Wisconsin
$12.5M +$340K +1,826 +3%
TI
2192
TTP Investments
California
$12.5M -$6.39M -34,319 -34%
FFG
2193
Fiduciary Financial Group
California
$12.5M -$800K -4,296 -6%
KIG
2194
Kennedy Investment Group
New Jersey
$12.5M +$725K +3,897 +6%
SBWIC
2195
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.5M -$1.38M -7,394 -10%
CAS
2196
Coppell Advisory Solutions
Texas
$12.5M +$2.88M +15,463 +30%
NFG
2197
Nadler Financial Group
Illinois
$12.5M -$485K -2,604 -4%
HNB
2198
Hilltop National Bank
Wyoming
$12.5M -$458K -2,459 -4%
AP
2199
Advisors Preferred
Maryland
$12.5M – – –
STP
2200
Science & Technology Partners
New York
$12.5M +$12.4M +66,800 New
86 87
88
89 90