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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1076
Hall Capital Management
Rhode Island
$924K -$283K -3,500 -20%
VWA
1077
V Wealth Advisors
Kansas
$922K +$429K +5,301 +61%
AFG
1078
Albion Financial Group
Utah
$921K +$107K +1,320 +10%
VFM
1079
Viking Fund Management
North Dakota
$920K – – –
AAM
1080
Auxier Asset Management
Oregon
$913K +$200K +2,475 +22%
EF
1081
Exeter Financial
Arizona
$910K +$11.4K +141 +1%
TCWM
1082
Total Clarity Wealth Management
Illinois
$908K +$49.1K +607 +5%
WSCM
1083
Wellington Shields Capital Management
New York
$908K +$814K +10,070 +269%
YIA
1084
YHB Investment Advisors
Connecticut
$906K +$134K +1,655 +14%
IC
1085
IEQ Capital
California
$901K +$169K +2,084 +18%
APWM
1086
Atlas Private Wealth Management
New York
$899K -$65.5K -810 -6%
LWM
1087
Laidlaw Wealth Management
New York
$897K -$13.7K -169 -1%
CWM
1088
Centric Wealth Management
Illinois
$896K -$47.2K -583 -5%
SSG
1089
Summit Securities Group
New York
$894K -$5.69M -70,300 -84%
DPIM
1090
Duff & Phelps Investment Management
Illinois
$894K +$20.2K +250 +2%
SMH
1091
Sanders Morris Harris
Texas
$894K +$27.6K +341 +3%
BPA
1092
Beacon Pointe Advisors
California
$892K +$783K +9,685 +250%
SAM
1093
Strategy Asset Managers
California
$888K +$622K +7,689 +132%
SA
1094
Strategic Advisors
New York
$886K +$34.9K +431 +4%
PTC
1095
Private Trust Company
Ohio
$882K +$22.1K +273 +2%
MCCP
1096
Mission Creek Capital Partners
California
$882K +$63.9K +790 +6%
UBG
1097
United Bank (Georgia)
Georgia
$881K -$439K -5,423 -29%
CWS
1098
Cypress Wealth Services
California
$878K +$84.1K +1,040 +8%
SXL
1099
Summit X LLC
Missouri
$877K +$749K +9,263 +235%
ACM
1100
Alta Capital Management
Utah
$872K +$525K +6,495 +96%
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