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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1426
Frontier Wealth Management
Missouri
$702K -$27.6K -200 -5%
KMWM
1427
Keudell/Morrison Wealth Management
Oregon
$700K -$13.5K -98 -2%
IA
1428
IFG Advisors
Missouri
$699K – – –
BC
1429
Bartlett & Co
Ohio
$698K -$40.1K -290 -7%
BCWM
1430
Bartlett & Co Wealth Management
Ohio
$698K -$40.1K -290 -7%
NPA
1431
Nichols & Pratt Advisers
Massachusetts
$697K -$111K -800 -17%
CCFCSB
1432
Cape Cod Five Cents Savings Bank
Massachusetts
$697K -$69.1K -500 -11%
JAWM
1433
J. Arnold Wealth Management
Ohio
$692K +$549K +3,970 New
GS
1434
Gagnon Securities
New York
$688K – – –
BST
1435
Bath Savings Trust
Maine
$683K +$58.7K +425 +12%
BRA
1436
Blue Rock Advisors
Minnesota
$683K +$541K +3,918 New
TSW
1437
Thompson Siegel & Walmsley
Virginia
$681K -$275K -1,989 -34%
BAM
1438
Boyar Asset Management
New York
$681K – – –
SXL
1439
Summit X LLC
Missouri
$676K +$24.2K +175 +5%
CWA
1440
Clarity Wealth Advisors
California
$674K – – –
BSW
1441
Buckingham Strategic Wealth
Missouri
$671K -$555K -4,013 -51%
ETC
1442
Exchange Traded Concepts
Oklahoma
$668K -$202K -1,461 -28%
TA
1443
Tiedemann Advisors
New York
$666K +$75.2K +544 +17%
SBH
1444
Segall Bryant & Hamill
Illinois
$656K – – –
CB
1445
CNB Bank
Pennsylvania
$655K +$18.5K +134 +4%
BPIM
1446
Brant Point Investment Management
New York
$655K +$520K +3,761 New
XWM
1447
Xcel Wealth Management
Florida
$654K – – –
CL
1448
CPWM LLC
Washington
$654K +$25.2K +182 +5%
MCM
1449
Maltese Capital Management
New York
$653K -$9.11M -65,950 -95%
CAIMH
1450
Central Asset Investments & Management Holdings
Hong Kong
$651K +$517K +3,740 New
56 57
58
59 60