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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1276
Bellecapital
Switzerland
$1.51M – – –
SB
1277
Strategic Blueprint
Georgia
$1.51M +$127K +2,999 +9%
FFG
1278
Frisch Financial Group
New York
$1.51M +$115K +2,721 +8%
MBT
1279
Montecito Bank & Trust
California
$1.51M +$119K +2,815 +8%
WI
1280
WrapManager Inc
California
$1.51M -$203K -4,817 -11%
DF
1281
Donoghue Forlines
Massachusetts
$1.5M +$326K +7,739 +26%
CI
1282
Conning Inc
Connecticut
$1.49M -$198K -4,698 -11%
PCM
1283
Parsons Capital Management
Rhode Island
$1.48M +$135K +3,195 +9%
STA
1284
Smith Thornton Advisors
Alabama
$1.48M -$378K -8,971 -19%
SNBOSD
1285
Security National Bank of So Dak
Iowa
$1.48M -$16.3K -387 -1%
HCP
1286
Hexagon Capital Partners
Arkansas
$1.48M +$60.4K +1,431 +4%
WSC
1287
Wellington Shields & Co
New York
$1.48M -$35.3K -836 -2%
FCP
1288
Fidelis Capital Partners
Florida
$1.48M +$226K +5,354 +17%
KFS
1289
Keynote Financial Services
Connecticut
$1.48M +$246K +5,842 +19%
SSWM
1290
Smith Salley Wealth Management
North Carolina
$1.47M -$128K -3,030 -8%
VWM
1291
Venturi Wealth Management
Texas
$1.46M +$112K +2,650 +8%
SEIA
1292
Signature Estate & Investment Advisors
California
$1.46M +$62.1K +1,472 +4%
TA
1293
TrueWealth Advisors
Alabama
$1.46M +$26.3K +623 +2%
IJWM
1294
Inman Jager Wealth Management
Mississippi
$1.46M +$1.54M +36,537 New
WE
1295
Wealth Effects
Massachusetts
$1.45M -$207K -4,910 -12%
CD
1296
Chapin Davis
Maryland
$1.45M – – –
FWM
1297
Forza Wealth Management
Florida
$1.45M +$89.4K +2,119 +6%
KCFA
1298
Key Client Fiduciary Advisors
New Jersey
$1.45M -$200K -4,741 -12%
ISWM
1299
Independent Solutions Wealth Management
New York
$1.45M +$49.8K +1,180 +3%
TCA
1300
Transcend Capital Advisors
New Jersey
$1.45M -$168K -3,971 -10%
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52
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