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Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
601
Great Valley Advisor Group
Delaware
$396K +$389K +4,558 New
NME
602
Notis-McConarty Edward
$391K -$8.54K -100 -2%
ACM
603
Argent Capital Management
Missouri
$391K – – –
BRM
604
Boston Research & Management
Massachusetts
$388K -$14.5K -170 -4%
MIP
605
Marietta Investment Partners
Wisconsin
$384K – – –
CPC
606
Congress Park Capital
New York
$382K -$102K -1,200 -21%
AWM
607
Avior Wealth Management
Nebraska
$382K – – –
EDRIA
608
Edmonds Duncan Registered Investment Advisors
Kansas
$382K – – –
PCM
609
Parsons Capital Management
Rhode Island
$381K -$108K -1,264 -22%
WP
610
WealthShield Partners
North Carolina
$381K +$11.1K +130 +3%
ST
611
Smithfield Trust
Pennsylvania
$378K +$51.2K +599 +16%
SFWC
612
Strategic Family Wealth Counselors
New Jersey
$375K +$369K +4,319 New
RMDI
613
R.M. Davis Inc
Maine
$374K -$49.7K -582 -12%
PAS
614
Park Avenue Securities
New York
$371K +$365K +4,274 New
TAM
615
Tradition Asset Management
Virginia
$370K – – –
SWM
616
SeaCrest Wealth Management
New York
$370K +$364K +4,262 New
BSW
617
Buckingham Strategic Wealth
Missouri
$364K -$62K -726 -15%
DWM
618
Destination Wealth Management
California
$361K +$23.4K +274 +7%
PCG
619
Private Capital Group
Connecticut
$361K +$66.2K +775 +23%
SPC
620
Sigma Planning Corp
Michigan
$354K +$26.6K +312 +8%
FA
621
FDx Advisors
Illinois
$354K +$44.6K +522 +15%
TCOT
622
Trust Company of Toledo
Ohio
$353K -$78.8K -923 -19%
DT
623
Diversified Trust
Tennessee
$353K +$347K +4,067 New
GP
624
Girard Partners
Pennsylvania
$351K – – –
HI
625
Horizon Investments
North Carolina
$350K +$344K +4,032 New
23 24
25
26 27