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Name Holding Trade Value Shares
Change 		Change in
Stake
XS
1326
XR Securities
Illinois
$507K +$464K +5,354 +280%
ECG
1327
Edge Capital Group
Georgia
$505K +$289K +3,329 +85%
CCS
1328
Concentric Capital Strategies
Connecticut
$503K +$625K +7,200 New
AT
1329
Arden Trust
Delaware
$501K +$43.3K +499 +7%
CCM
1330
Canal Capital Management
Virginia
$500K -$1.66M -19,131 -73%
MCM
1331
MV Capital Management
Maryland
$500K +$10.8K +124 +2%
SG
1332
Stonnington Group
California
$498K -$435K -5,020 -43%
SWM
1333
Scissortail Wealth Management
Oklahoma
$497K – – –
AFG
1334
Albion Financial Group
Utah
$493K -$478K -5,512 -44%
NF
1335
NTB Financial
Colorado
$491K +$201K +2,322 +49%
ETI
1336
Enterprise Trust & Investment
California
$491K +$237K +2,730 +63%
SAM
1337
Seelaus Asset Management
New Jersey
$490K -$18K -207 -3%
LOAMS
1338
Lombard Odier Asset Management (Switzerland)
Switzerland
$487K +$605K +6,979 New
EWM
1339
Evercore Wealth Management
New York
$486K -$17.4K -201 -3%
AWM
1340
Axxcess Wealth Management
California
$485K +$9.89K +114 +2%
DWM
1341
Dorchester Wealth Management
Quebec, Canada
$485K +$602K +6,940 New
AC
1342
Annandale Capital
Texas
$484K -$26K -300 -4%
AWM
1343
Aberdeen Wealth Management
Illinois
$484K +$11.3K +130 +2%
ASA
1344
Armstrong Shaw Associates
Connecticut
$482K – – –
EHWM
1345
Eads & Heald Wealth Management
Georgia
$480K -$64.4K -742 -10%
EWM
1346
Empirical Wealth Management
Washington
$480K +$1.74K +20 +0.3%
AMCA
1347
Arthur M. Cohen & Associates
Illinois
$479K -$1.37M -15,753 -70%
FIM
1348
Fernwood Investment Management
Massachusetts
$478K -$107K -1,228 -15%
PFSC
1349
Peoples Financial Services Corp
Pennsylvania
$477K -$26.1K -301 -4%
EW
1350
Evoke Wealth
California
$475K +$154K +1,771 +35%
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