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Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
2076
Mission Creek Capital Partners
California
$19.3M +$499K +1,744 +2%
ATFA
2077
All Terrain Financial Advisors
Minnesota
$19.3M -$58.1K -203 -0.3%
FFG
2078
Frisch Financial Group
New York
$19.3M -$304K -1,062 -2%
SP
2079
Stonebrook Private
Michigan
$19.3M -$467K -1,632 -2%
FWM
2080
Finer Wealth Management
Massachusetts
$19.2M -$523K -1,827 -3%
MCG
2081
McCollum Christoferson Group
New York
$19.2M -$1.35M -4,717 -5%
KCM
2082
KRS Capital Management
Michigan
$19.2M -$6.01K -21 -0%
RRA
2083
Round Rock Advisors
Connecticut
$19.2M -$117K -409 -0.6%
TW
2084
Tempo Wealth
Ohio
$19.2M +$315K +1,100 +2%
HCA
2085
Heck Capital Advisors
Wisconsin
$19.2M +$12.3M +42,926 +184%
CFMC
2086
Curbstone Financial Management Corp
New Hampshire
$19.2M +$1.64M +5,750 +10%
BWIA
2087
Bryant Woods Investment Advisors
New York
$19.1M +$75.2K +263 +0.4%
MAM
2088
Milestone Asset Management
Pennsylvania
$19.1M -$2.84M -9,938 -13%
EWM
2089
Evermay Wealth Management
Virginia
$19.1M -$1.07M -3,748 -5%
VCM
2090
Versant Capital Management
Arizona
$19.1M -$1.34M -4,682 -7%
IPW
2091
Inlet Private Wealth
Florida
$19.1M -$2.15M -7,501 -10%
HWMO
2092
Heritage Wealth Management (Ohio)
Ohio
$19M -$437K -1,527 -2%
ATS
2093
Ashton Thomas Securities
New York
$19M +$1.93M +6,743 +11%
CIG
2094
Consolidated Investment Group
Colorado
$19M – – –
SIC
2095
SJS Investment Consulting
Ohio
$19M -$257K -899 -1%
BEC
2096
Blue Edge Capital
Virginia
$19M -$315K -1,103 -2%
BG
2097
Bollard Group
Massachusetts
$18.9M +$357K +1,247 +2%
RCS
2098
R2 Capital Strategies
Nebraska
$18.9M +$18.7M +65,420 New
SGI
2099
Swan Global Investments
Colorado
$18.9M +$17.5M +61,011 +1,385%
CICC
2100
Capital Investment Counsel (Colorado)
Colorado
$18.9M -$31.5K -110 -0.2%
82 83
84
85 86