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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
801
Synergy Asset Management
Washington
$230K +$216K +2,115 New
PWP
802
Principle Wealth Partners
Connecticut
$230K +$216K +2,120 New
CAM
803
Carret Asset Management
New York
$229K +$215K +2,105 New
HFS
804
Howard Financial Services
Texas
$227K +$213K +2,088 New
NFG
805
Next Financial Group
Texas
$226K -$1.53K -15 -0.7%
JWM
806
JGP Wealth Management
Oregon
$226K – – –
CPA
807
Capital Planning Advisors
California
$226K +$212K +2,080 New
BFM
808
Boston Financial Management
Massachusetts
$225K -$15.3K -150 -7%
HSA
809
HBK Sorce Advisory
Pennsylvania
$224K -$39.8K -390 -16%
LFAS
810
Level Four Advisory Services
Texas
$224K -$33.2K -325 -14%
LB
811
Leo Brokerage
Texas
$224K +$211K +2,065 New
FNBOH
812
First National Bank of Hutchinson
Kansas
$223K – – –
SBSB
813
Sullivan, Bruyette, Speros & Blaney
Virginia
$222K +$20K +196 +11%
ESB
814
Essex Savings Bank
Connecticut
$222K +$209K +2,048 New
PFWA
815
Paces Ferry Wealth Advisors
Georgia
$221K -$15.2K -149 -7%
IC
816
Intersect Capital
California
$221K +$207K +2,031 New
RIG
817
RiverFront Investment Group
Virginia
$221K +$208K +2,037 New
EIA
818
Edgemoor Investment Advisors
Maryland
$221K +$208K +2,040 New
ISL
819
Ingalls & Snyder LLC
New York
$221K +$208K +2,040 New
RIL
820
Rothschild Investment LLC
Illinois
$220K +$207K +2,025 New
BCWM
821
Bartlett & Co Wealth Management
Ohio
$217K +$10.5K +103 +5%
BC
822
Bartlett & Co
Ohio
$217K +$10.5K +103 +5%
GAG
823
GM Advisory Group
New York
$217K +$204K +1,997 New
TAM
824
Trust Asset Management
Texas
$217K +$204K +1,998 New
LCM
825
LVM Capital Management
Michigan
$217K +$204K +2,002 New
31 32
33
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