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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
1751
Schneider Downs Wealth Management Advisors
Pennsylvania
$441K +$19.2K +396 +5%
SFG
1752
SNS Financial Group
Minnesota
$441K +$27.8K +574 +7%
JSL
1753
JT Stratford LLC
Georgia
$438K +$14.5K +300 +4%
LWCFA
1754
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$436K -$72.6K -1,500 -15%
CAM
1755
Congress Asset Management
Massachusetts
$434K -$103K -2,125 -20%
STA
1756
Summit Trail Advisors
New York
$431K -$1.21M -25,040 -75%
CWM
1757
Confluence Wealth Management
Oregon
$430K -$32.9K -679 -7%
SMH
1758
Sanders Morris Harris
Texas
$429K +$3.63K +75 +0.9%
LFR
1759
Lehman Financial Resources
Pennsylvania
$428K +$63K +1,301 +18%
IWP
1760
Icon Wealth Partners
Texas
$426K -$45.2K -933 -10%
DW
1761
Domani Wealth
Pennsylvania
$426K +$123K +2,531 +43%
WA
1762
Waverly Advisors
Alabama
$425K -$59.6K -1,231 -13%
CASB
1763
Cape Ann Savings Bank
Massachusetts
$423K +$403K +8,321 New
USGIU
1764
U.S. Global Investors (USGI)
Texas
$423K +$407K +8,400 New
PAM
1765
Peak Asset Management
Colorado
$422K -$21.7K -449 -5%
RC
1766
Reik & Co
New York
$421K -$25.9K -535 -6%
DLHL
1767
Donald L. Hagan LLC
Florida
$420K -$32.3K -667 -7%
GWM
1768
GSB Wealth Management
Connecticut
$419K – – –
WI
1769
Wintrust Investments
Illinois
$415K +$113K +2,337 +39%
HA
1770
Halsey Associates
Connecticut
$414K -$80.3K -1,659 -17%
CHP
1771
Cable Hill Partners
Oregon
$414K -$22.6K -466 -5%
MFW
1772
Mosaic Family Wealth
Missouri
$414K -$9.54K -197 -2%
FSCM
1773
Front Street Capital Management
Montana
$414K +$7.75K +160 +2%
KSA
1774
Ken Stern & Associates
California
$413K +$44.8K +926 +13%
AAM
1775
Aureus Asset Management
Massachusetts
$411K -$186K -3,840 -32%
69 70
71
72 73