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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1751
MANA Advisors
New York
$407K +$428K +8,521 New
WCM
1752
Windsor Capital Management
Arizona
$405K -$61.4K -1,221 -13%
SMH
1753
Sanders Morris Harris
Texas
$404K +$78.2K +1,555 +23%
MFW
1754
Mosaic Family Wealth
Missouri
$403K -$25K -497 -6%
JSL
1755
JT Stratford LLC
Georgia
$402K -$55.8K -1,110 -12%
BOS
1756
Bingham Osborn & Scarborough
California
$402K +$4.67K +93 +1%
SDWMA
1757
Schneider Downs Wealth Management Advisors
Pennsylvania
$401K +$33.1K +659 +9%
GWM
1758
GSB Wealth Management
Connecticut
$398K – – –
GC
1759
Grace Capital
Massachusetts
$397K -$1.35M -26,775 -76%
HM
1760
Harvest Management
New York
$396K +$417K +8,290 New
PMFA
1761
Plante Moran Financial Advisors
Michigan
$393K -$299K -5,949 -42%
SFG
1762
SNS Financial Group
Minnesota
$392K -$178K -3,548 -30%
RA
1763
Rational Advisors
New York
$391K -$131K -2,605 -24%
WTFG
1764
Wells Trecaso Financial Group
Ohio
$390K +$11.4K +226 +3%
PFA
1765
Paradigm Financial Advisors
Missouri
$389K -$14.4K -286 -3%
S
1766
SimplyRich
California
$389K – – –
PAG
1767
Pinnacle Advisory Group
Maryland
$388K -$362K -7,210 -47%
CCC
1768
Chelsea Counsel Company
California
$388K – – –
FSCM
1769
Front Street Capital Management
Montana
$386K +$50 +1 +0%
BFPW
1770
BOK Financial Private Wealth
Colorado
$384K -$62K -1,234 -13%
BFC
1771
Bedel Financial Consulting
Indiana
$384K +$4.62K +92 +1%
MAA
1772
Mraz Amerine & Associates
California
$382K -$77.6K -1,544 -16%
CFIA
1773
Cantor Fitzgerald Investment Advisors
New York
$378K -$48.7K -970 -11%
PFBT
1774
Parkside Financial Bank & Trust
Missouri
$377K -$92.7K -1,844 -19%
AFC
1775
AFT Forsyth & Company
Florida
$377K -$60.6K -1,206 -13%
69 70
71
72 73