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Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
626
Argent Trust Co
Tennessee
$857K – – –
WAAG
627
Wealth Alliance Advisory Group
Kansas
$856K +$871 +13 +0.1%
AIP
628
Ameritas Investment Partners
Nebraska
$847K -$21.8K -326 -3%
LSA
629
Lion Street Advisors
Texas
$841K -$634K -9,464 -44%
WWM
630
Western Wealth Management
Colorado
$840K -$25.3K -378 -3%
HI
631
Hendershot Investments
Virginia
$832K -$2.01K -30 -0.3%
IWM
632
IHT Wealth Management
Illinois
$829K -$20.2K -301 -2%
PVM
633
Palogic Value Management
Texas
$829K – – –
PFS
634
Prospera Financial Services
Texas
$825K -$47.6K -710 -6%
AIA
635
Alternative Investment Advisors
Florida
$819K – – –
MIS
636
Morningstar Investment Services
Illinois
$818K +$418K +6,244 +117%
CAG
637
Csenge Advisory Group
Florida
$818K +$40.5K +604 +5%
CFGS
638
Concourse Financial Group Securities
Alabama
$811K -$121K -1,810 -14%
OA
639
Oxbow Advisors
Texas
$809K +$106K +1,578 +16%
TP
640
Tranquility Partners
Tennessee
$804K -$39.1K -584 -5%
SWM
641
SeaCrest Wealth Management
New York
$803K -$402 -6 -0.1%
BFG
642
Bleakley Financial Group
New Jersey
$797K +$28.3K +422 +4%
SS
643
Simplicity Solutions
Minnesota
$797K +$28.3K +422 +4%
SLA
644
Silver Lake Advisory
Utah
$795K -$15.8K -236 -2%
ECM
645
Everence Capital Management
Indiana
$793K -$97.2K -1,450 -11%
BF
646
Blankinship & Foster
California
$792K – – –
SIMG
647
Sonora Investment Management Group
Arizona
$790K +$97.5K +1,455 +15%
FHB
648
First Hawaiian Bank
Hawaii
$789K -$9.45K -141 -1%
CT
649
Cambridge Trust
Massachusetts
$787K – – –
PWG
650
Portside Wealth Group
Utah
$779K -$44K -657 -6%
24 25
26
27 28