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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
726
Cary Street Partners Investment Advisory
Virginia
$325K +$56.3K +947 +21%
MIA
727
MMBG Investment Advisors
Florida
$325K +$319K +5,374 New
CCG
728
Cypress Capital Group
Florida
$323K -$35.5K -597 -10%
RC
729
RegentAtlantic Capital
New Jersey
$323K -$2.08K -35 -0.7%
LF
730
Lantz Financial
Illinois
$323K +$37.4K +630 +13%
FCA
731
FinTrust Capital Advisors
South Carolina
$320K -$891 -15 -0.3%
CCFCSB
732
Cape Cod Five Cents Savings Bank
Massachusetts
$320K +$1.49K +25 +0.5%
MCC
733
Malaga Cove Capital
California
$316K +$310K +5,214 New
PAMG
734
Patton Albertson Miller Group
Tennessee
$314K -$10.6K -178 -3%
IAN
735
Integrated Advisors Network
Texas
$313K +$307K +5,172 New
DI
736
Diligent Investors
California
$312K – – –
EWM
737
EPG Wealth Management
Georgia
$310K -$32.2K -542 -10%
CWP
738
Curated Wealth Partners
California
$309K -$51.3K -863 -14%
SWP
739
Stratos Wealth Partners
Ohio
$309K +$1.19K +20 +0.4%
DT
740
Diversified Trust
Tennessee
$308K +$302K +5,083 New
BGC
741
Beutel, Goodman & Co
Ontario, Canada
$308K +$303K +5,098 New
SAMT
742
Select Asset Management & Trust
Pennsylvania
$307K -$19.5K -328 -6%
WS
743
Wedbush Securities
California
$305K -$21.2K -357 -7%
CWM
744
Circle Wealth Management
New Jersey
$304K -$240K -4,048 -45%
MA
745
Montag & Associates
Georgia
$304K – – –
RG
746
Rathbones Group
United Kingdom
$304K +$26.4K +445 +10%
FWM
747
Frontier Wealth Management
Missouri
$302K -$114K -1,923 -28%
FFG
748
Frisch Financial Group
New York
$302K +$2.79K +47 +1%
P
749
Palladiem
Pennsylvania
$301K – – –
TIAM2
750
Tru Independence Asset Management 2
Oregon
$301K +$295K +4,963 New
28 29
30
31 32