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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
751
Mercer Capital Advisers
New Jersey
$138K – – –
AOWM
752
Alpha Omega Wealth Management
Virginia
$135K – – –
CFB
753
Cullen/Frost Bankers
Texas
$135K +$125K +1,937 New
IUHSA
754
Itau Unibanco Holding S.A.
Brazil
$130K – – –
HCM
755
Hilton Capital Management
New York
$124K – – –
BWM
756
BerganKDV Wealth Management
Minnesota
$122K +$1.49K +23 +1%
PCG
757
Private Capital Group
Connecticut
$121K -$3.17K -49 -3%
AWM
758
Avondale Wealth Management
Texas
$116K – – –
ACS
759
Archford Capital Strategies
Illinois
$113K – – –
MPWT
760
MassMutual Private Wealth & Trust
Connecticut
$112K – – –
HFM
761
Hartford Financial Management
Connecticut
$110K -$9.46K -146 -8%
SBL
762
Sargent Bickham Lagudis
Colorado
$110K +$130 +2 +0.1%
EFSCE
763
Enterprise Financial Services Corp (EFSC)
Missouri
$109K -$2.79K -43 -3%
LWM
764
Lenox Wealth Management
Ohio
$109K +$259 +4 +0.3%
AC
765
Avestar Capital
New York
$108K +$14.7K +227 +16%
FPS
766
Fieldpoint Private Securities
Connecticut
$105K – – –
PA
767
Parallel Advisors
California
$103K -$34.2K -528 -26%
KPW
768
Kore Private Wealth
New York
$100K +$32.4K +500 +53%
WTC
769
WhitTier Trust Company
Nevada
$99K – – –
IRC
770
Investors Research Corp
Georgia
$95K +$88.3K +1,364 New
WCM
771
WealthBridge Capital Management
Ohio
$94K +$907 +14 +1%
ZB
772
Zions Bancorporation
Utah
$93K +$86.5K +1,335 New
RIA
773
Realta Investment Advisors
Delaware
$87K +$81.2K +1,254 New
AFIA
774
America First Investment Advisors
Nebraska
$84K – – –
TFS
775
TrustCore Financial Services
Tennessee
$84K +$77.8K +1,202 New
29 30
31
32 33