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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1526
Symphony Financial
Texas
$635K +$222K +2,112 +60%
FWP
1527
FAS Wealth Partners
Kansas
$634K -$10.7K -102 -2%
SIC
1528
Salem Investment Counselors
North Carolina
$632K +$35.1K +334 +6%
BFO
1529
Boston Family Office
Massachusetts
$630K +$35K +333 +6%
TIA
1530
Tiemann Investment Advisors
California
$628K -$10.5K -100 -2%
EM
1531
Excalibur Management
Massachusetts
$626K -$13.8K -131 -2%
BHWM
1532
Bar Harbor Wealth Management
New Hampshire
$623K -$28.7K -273 -5%
RM
1533
Resource Management
Louisiana
$622K +$3.57K +34 +0.6%
GIM
1534
Groesbeck Investment Management
New Jersey
$619K – – –
CNBTD
1535
Citizens National Bank Trust Department
Mississippi
$617K -$22.6K -215 -4%
SDAM
1536
Shulman DeMeo Asset Management
New York
$615K +$3.36K +32 +0.6%
IA
1537
IFG Advisory
Georgia
$611K +$13K +124 +2%
SFA
1538
Source Financial Advisors
New York
$609K +$4.83K +46 +0.8%
WP
1539
WealthSource Partners
California
$609K +$198K +1,888 +51%
IFG
1540
Investors Financial Group
Minnesota
$607K -$64.3K -612 -10%
SMH
1541
Sanders Morris Harris
Texas
$606K – – –
ST
1542
Spinnaker Trust
Maine
$606K +$210K +2,000 +56%
AIP
1543
Almanack Investment Partners
Pennsylvania
$604K -$181K -1,725 -24%
DJSG
1544
D.J. St. Germain
Massachusetts
$604K +$15.7K +150 +3%
DLG
1545
Daniel L. Goodwin
$601K – – –
SFG
1546
SNS Financial Group
Minnesota
$601K +$16.6K +158 +3%
DWM
1547
Darwin Wealth Management
Florida
$597K -$4.72K -45 -0.8%
CCP
1548
Clarkston Capital Partners
Michigan
$597K +$573K +5,460 New
GL
1549
Graypoint LLC
New York
$596K +$37.8K +360 +7%
VWM
1550
Venturi Wealth Management
Texas
$596K +$573K +5,457 New
60 61
62
63 64