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Name Holding Trade Value Shares
Change 		Change in
Stake
JLBC
1601
J.L. Bainbridge & Co
Florida
$516K +$26.8K +281 +6%
WG
1602
Welch Group
Alabama
$515K +$2.39K +25 +0.5%
BBA
1603
BLB&B Advisors
Pennsylvania
$515K +$123K +1,290 +37%
AF
1604
AtlasMark Financial
Texas
$514K – – –
PP
1605
Patron Partners
Texas
$512K +$457K +4,782 New
BWP
1606
BSW Wealth Partners
Colorado
$510K +$68.2K +714 +18%
IWA
1607
Intercontinental Wealth Advisors
Texas
$510K +$455K +4,764 New
JWM
1608
Jeppson Wealth Management
California
$506K -$23.4K -245 -5%
ZAM
1609
Zevin Asset Management
Massachusetts
$502K – – –
WA
1610
Waverly Advisors
Alabama
$502K +$11.8K +124 +3%
WPC
1611
Waters Parkerson & Co
Louisiana
$502K +$28K +293 +7%
YMRC
1612
Yorktown Management & Research Company
Virginia
$501K -$36.8K -385 -8%
CPO
1613
Cerity Partners OCIO
New York
$501K +$27.6K +289 +7%
GM
1614
GeoWealth Management
Illinois
$499K +$447K +4,677 New
REMPR
1615
Roof Eidam Maycock Peralta (REMP)
California
$497K – – –
JSL
1616
JT Stratford LLC
Georgia
$497K +$19.1K +200 +4%
NHC
1617
Nicholas Hoffman & Company
Georgia
$496K -$42.4K -444 -9%
CM
1618
Castleark Management
Illinois
$494K -$28.6K -300 -6%
LSA
1619
L & S Advisors
California
$493K -$3.82M -40,003 -90%
TWM
1620
TMD Wealth Management
Arizona
$493K +$440K +4,605 New
F
1621
F3Logic
Minnesota
$492K -$296K -3,099 -40%
JHCP
1622
Jackson Hole Capital Partners
Oklahoma
$491K – – –
VDI
1623
Vaughan David Investments
Illinois
$491K +$7.26K +76 +2%
SFSIG
1624
San Francisco Sentry Investment Group
California
$490K +$95 +1 +0%
PFGIA
1625
Patriot Financial Group Insurance Agency
Massachusetts
$489K +$126K +1,320 +41%
63 64
65
66 67