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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1851
Modera Wealth Management
New Jersey
$2.4M +$668K +18,072 +37%
IIM
1852
Intact Investment Management
Quebec, Canada
$2.39M – – –
CC
1853
Cornerstone Capital
California
$2.37M -$88.9K -2,404 -4%
CCP
1854
Cardan Capital Partners
Colorado
$2.37M -$165K -4,468 -6%
PK
1855
Pflug Koory
Nebraska
$2.37M – – –
SFM
1856
Signature Financial Management
Virginia
$2.37M -$233K -6,312 -9%
NWP
1857
Northstar Wealth Partners
Connecticut
$2.36M +$85.5K +2,312 +4%
HL
1858
HeadInvest LLC
Maine
$2.35M +$57.7K +1,560 +2%
FCM
1859
Force Capital Management
New York
$2.34M +$813K +22,000 +51%
PH
1860
Pinnacle Holdings
Oklahoma
$2.34M +$249K +6,744 +12%
CWM
1861
Confluence Wealth Management
Oregon
$2.33M +$131K +3,544 +6%
EF
1862
Empirical Finance
Pennsylvania
$2.33M +$491K +13,288 +26%
PAM
1863
Peninsula Asset Management
Florida
$2.33M -$2.96K -80 -0.1%
GWCM
1864
Godshalk Welsh Capital Management
Pennsylvania
$2.31M -$7.39K -200 -0.3%
WOC
1865
West Oak Capital
California
$2.31M -$234K -6,336 -9%
BWM
1866
BigSur Wealth Management
Florida
$2.31M – – –
CPA
1867
Clear Perspective Advisors
Illinois
$2.3M +$303K +8,204 +15%
GFPC
1868
Global Financial Private Capital
Florida
$2.29M +$86.5K +2,340 +4%
TCM
1869
Tuttle Capital Management
Connecticut
$2.29M +$1.84M +49,772 +358%
PM
1870
Precept Management
Texas
$2.29M -$2.37M -64,000 -50%
WSC
1871
Wellington Shields & Co
New York
$2.29M -$88K -2,380 -4%
OA
1872
Outfitter Advisors
Virginia
$2.29M -$141K -3,808 -6%
JGC
1873
J. Goldman & Co
New York
$2.29M +$2.35M +63,452 New
MCM
1874
Millie Capital Management
California
$2.27M +$52.8K +1,428 +2%
SAM
1875
Security Asset Management
New York
$2.27M – – –
73 74
75
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