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Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
1526
Cordasco Financial Network
Florida
$719K +$27K +538 +4%
CCA
1527
Cobblestone Capital Advisors
New York
$715K -$300K -5,963 -29%
CG
1528
Colony Group
Massachusetts
$715K +$410K +8,150 +120%
SSWM
1529
Smith Salley Wealth Management
North Carolina
$712K -$2.49M -49,538 -77%
VFPI
1530
Vantage Financial Partners (Illinois)
Illinois
$712K +$10.1K +200 +1%
PWMAG
1531
Pinnacle Wealth Management Advisory Group
New Jersey
$712K +$11.4K +227 +2%
TL
1532
TrueWealth LLC
Georgia
$710K -$107K -2,128 -13%
CCM
1533
Chilton Capital Management
Texas
$706K -$425K -8,458 -36%
AWM
1534
Altium Wealth Management
New York
$703K +$172K +3,430 +30%
CCM
1535
Crossvault Capital Management
Texas
$703K +$738K +14,692 New
ACA
1536
Atlas Capital Advisors
Wyoming
$702K +$738K +14,687 New
NSB
1537
Norway Savings Bank
Maine
$701K -$39K -776 -5%
DBIA
1538
Dumont & Blake Investment Advisors
New Jersey
$699K +$27.1K +540 +4%
SP
1539
Sarasin & Partners
United Kingdom
$698K -$28.2K -562 -4%
LC
1540
LCNB Corp
Ohio
$698K +$6.79K +135 +0.9%
UBV
1541
United Bank (Virginia)
Virginia
$696K +$58.8K +1,170 +9%
FFA
1542
First Foundation Advisors
California
$695K -$339K -6,753 -32%
NFG
1543
Nadler Financial Group
Illinois
$694K -$35.2K -701 -5%
SPC
1544
Salient Private Client
Texas
$694K +$729K +14,513 New
SWA
1545
Sutton Wealth Advisors
Florida
$693K +$57.8K +1,150 +9%
SAM
1546
Sequent Asset Management
Texas
$693K +$16.8K +334 +2%
CAC
1547
Certified Advisory Corp
Florida
$693K +$61.8K +1,230 +9%
PG
1548
PEAK6 Group
Illinois
$693K +$729K +14,496 New
AWM
1549
AllSquare Wealth Management
New York
$691K +$17.9K +357 +3%
PIA
1550
Pinion Investment Advisors
Kansas
$691K +$726K +14,446 New
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