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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
651
Guerra Pan Advisors
New Jersey
$303K +$290K +1,879 New
CMBA
652
C.M. Bidwell & Associates
Hawaii
$300K -$12.8K -83 -4%
FFS
653
Founders Financial Securities
Maryland
$298K +$20.1K +130 +8%
WPC
654
Wedmont Private Capital
Pennsylvania
$296K +$287K +1,856 New
LGA
655
Lebenthal Global Advisors
New York
$295K +$283K +1,834 New
IWC
656
Integrated Wealth Concepts
Massachusetts
$292K +$280K +1,809 New
NFG
657
Next Financial Group
Texas
$287K +$189K +1,221 +218%
ECM
658
Evergreen Capital Management
Washington
$286K -$165K -1,069 -38%
SFG
659
Sather Financial Group
Texas
$286K – – –
CCIA
660
Campbell & Co Investment Adviser
Maryland
$283K +$271K +1,754 New
DWA
661
Douglass Winthrop Advisors
New York
$279K – – –
VCG
662
Vantage Consulting Group
Virginia
$278K -$62.6K -405 -19%
SA
663
Syntax Advisors
New York
$278K +$266K +1,724 New
AIA
664
Angeles Investment Advisors
California
$278K +$267K +1,726 New
CFGS
665
Concourse Financial Group Securities
Alabama
$277K +$309 +2 +0.1%
CIAS
666
Capital Investment Advisory Services
North Carolina
$276K – – –
ZIG
667
Zullo Investment Group
Pennsylvania
$276K +$264K +1,708 New
WKWM
668
Walter & Keenan Wealth Management
Indiana
$274K – – –
WC
669
Woodstock Corp
Massachusetts
$273K – – –
SIC
670
Sigma Investment Counselors
Michigan
$271K -$12.1K -78 -4%
HWM
671
HB Wealth Management
Georgia
$271K +$260K +1,681 New
AAS
672
Avantax Advisory Services
Texas
$270K +$24.6K +159 +11%
SWM
673
Segment Wealth Management
Texas
$270K +$259K +1,673 New
SYBT
674
Stock Yards Bank & Trust
Kentucky
$269K +$258K +1,670 New
DWT
675
Dorsey & Whitney Trust
South Dakota
$266K +$23.3K +151 +10%
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