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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1076
Diversified Enterprises
Delaware
$297K +$70K +988 +32%
TCP
1077
TMB Capital Partners
Arkansas
$294K +$284K +4,002 New
WTC
1078
WhitTier Trust Company
Nevada
$294K +$293K +4,135 +34,458%
FNT
1079
First National Trust
Pennsylvania
$292K -$1.27K -18 -0.5%
AHC
1080
Adell Harriman & Carpenter
Texas
$292K – – –
EFS
1081
Essex Financial Services
Connecticut
$291K -$56.4K -796 -17%
HNWAG
1082
High Net Worth Advisory Group
Florida
$290K – – –
KF
1083
Krilogy Financial
Missouri
$290K -$12.3K -173 -4%
CA
1084
Cannon Advisors
North Carolina
$289K +$26K +367 +11%
WIA
1085
Westview Investment Advisors
Vermont
$287K +$276K +3,900 New
OFS
1086
OneAscent Financial Services
Alabama
$285K +$12.2K +172 +5%
PCM
1087
Parsons Capital Management
Rhode Island
$285K – – –
TNA
1088
True North Advisors
Texas
$285K +$26.4K +372 +11%
TSS
1089
Two Sigma Securities
New York
$285K -$357K -5,046 -57%
IFWM
1090
Institute for Wealth Management
Colorado
$284K -$2.9K -41 -1%
BIM
1091
Bridges Investment Management
Nebraska
$283K -$83.2K -1,175 -23%
TC
1092
Trilogy Capital
California
$281K -$71 -1 -0%
NIM
1093
Northeast Investment Management
Massachusetts
$281K – – –
MFG
1094
Magnus Financial Group
New York
$280K -$2.83K -40 -1%
KDA
1095
Kraft Davis & Associates
Missouri
$280K – – –
DAS
1096
Daybright Advisory Services
Florida
$278K +$268K +3,788 New
S
1097
Sunpointe
Missouri
$278K +$8.43K +119 +3%
OAM
1098
Occidental Asset Management
California
$277K -$14.5K -205 -5%
MCM
1099
Mattern Capital Management
Colorado
$277K – – –
KA
1100
KDT Advisors
New York
$277K +$54.9K +775 +26%
42 43
44
45 46