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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1851
SFE Investment Counsel
California
$14.7M +$343K +1,886 +2%
CYG
1852
Clean Yield Group
Vermont
$14.7M -$162K -889 -1%
DI
1853
Diligent Investors
California
$14.7M +$484K +2,662 +3%
AFP
1854
Ausdal Financial Partners
Iowa
$14.7M -$257K -1,412 -2%
BONH
1855
Bank of New Hampshire
New Hampshire
$14.7M -$567K -3,119 -4%
MA
1856
Mezzasalma Advisors
New Jersey
$14.6M -$103K -565 -0.7%
CFP
1857
Catalyst Financial Partners
Massachusetts
$14.6M +$190K +1,043 +1%
ACG
1858
Allen Capital Group
Nebraska
$14.6M +$152K +837 +1%
MW
1859
Marcum Wealth
Ohio
$14.6M -$1.59M -8,718 -9%
GI
1860
GAMMA Investing
California
$14.6M +$1.4M +7,710 +10%
FFG
1861
Frisch Financial Group
New York
$14.6M -$2.39M -13,159 -13%
VPP
1862
Vertex Planning Partners
Illinois
$14.5M -$803K -4,416 -5%
TLCM
1863
Twin Lakes Capital Management
California
$14.5M -$1.66M -9,110 -10%
FCMC
1864
Founders Capital Management (Connecticut)
Connecticut
$14.5M -$41.6K -229 -0.3%
SIM
1865
Sentry Investment Management
Wisconsin
$14.5M -$129K -710 -0.8%
CL
1866
CIM LLC
New York
$14.5M -$4.43M -24,350 -22%
PG
1867
Patten Group
Tennessee
$14.4M -$1.06M -5,819 -6%
ACM
1868
AlphaStar Capital Management
North Carolina
$14.4M +$3.82M +21,002 +33%
AWM
1869
Accurate Wealth Management
Florida
$14.4M +$371K +2,041 +2%
CIG
1870
Consolidated Investment Group
Colorado
$14.4M – – –
MWM
1871
Modern Wealth Management
Kansas
$14.4M +$5.64M +31,040 +59%
SIA
1872
Strategic Investment Advisors
Michigan
$14.4M +$842K +4,629 +6%
FDCP
1873
Foster Dykema Cabot & Partners
Massachusetts
$14.4M +$199K +1,097 +1%
RW
1874
RVW Wealth
California
$14.4M -$156K -859 -1%
BCM
1875
Blume Capital Management
California
$14.4M -$88K -484 -0.6%
73 74
75
76 77