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Name Holding Trade Value Shares
Change 		Change in
Stake
CMO
1801
Covenant Multifamily Offices
Texas
$358K +$11.3K +48 +4%
PWA
1802
Providence Wealth Advisors
Illinois
$356K – – –
TGAM
1803
TBH Global Asset Management
Tennessee
$355K +$13.4K +57 +4%
CCM
1804
Canal Capital Management
Virginia
$354K +$16.2K +69 +5%
SWIG
1805
Strategic Wealth Investment Group
Kentucky
$353K -$124K -525 -28%
ANBT
1806
American National Bank & Trust
Texas
$353K – – –
FUBT
1807
First United Bank & Trust
Maryland
$353K +$14.1K +60 +5%
WSC
1808
Wellington Shields & Co
New York
$351K -$17.7K -75 -5%
IFG
1809
Investors Financial Group
Minnesota
$351K -$10.6K -45 -3%
PIM
1810
Penobscot Investment Management
Massachusetts
$350K – – –
MNBTD
1811
Moody National Bank Trust Division
Texas
$350K +$318K +1,353 New
HTC
1812
Haverford Trust Company
Pennsylvania
$349K – – –
EWM
1813
Elite Wealth Management
Washington
$346K +$8.47K +36 +3%
FPGK
1814
Financial Partners Group (Kansas)
Kansas
$346K +$12.7K +54 +4%
IWP
1815
Icon Wealth Partners
Texas
$345K -$58.6K -249 -16%
DJYG
1816
David J. Yvars Group
Florida
$345K – – –
KPWG
1817
KFA Private Wealth Group
Virginia
$345K +$10.6K +45 +3%
WA
1818
Waverly Advisors
Alabama
$344K +$28.2K +120 +14%
BA
1819
Bluesphere Advisors
Pennsylvania
$344K +$314K +1,332 New
JG
1820
Jefferies Group
New York
$344K -$15M -63,900 -98%
BRC
1821
BHF RG Capital
Arizona
$343K +$312K +1,326 New
SP
1822
Successful Portfolios
Florida
$342K +$9.88K +42 +3%
HIS
1823
Horizon Investment Services
Indiana
$341K – – –
WC
1824
Whitney & Co
New York
$341K – – –
GFS
1825
GYL Financial Synergies
Connecticut
$340K -$9.18K -39 -3%
71 72
73
74 75