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Name Holding Trade Value Shares
Change
Change in
Stake
PO
2551
Private Ocean
California
$133K
PA
2552
PSI Advisors
Florida
$133K
SVCP
2553
Silicon Valley Capital Partners
California
$131K +$13.7K +130 +11%
CCM
2554
Copeland Capital Management
Pennsylvania
$126K
ABLA
2555
Alan B. Lancz & Associates
Ohio
$126K
NMG
2556
New Millennium Group
Utah
$125K -$739 -7 -0.6%
BCMLT
2557
Beacon Capital Management LLC (Tennessee)
Tennessee
$125K -$20.9K -198 -14%
TIM
2558
Tortoise Investment Management
New York
$123K -$12.7K -120 -9%
GWSG
2559
GPS Wealth Strategies Group
Colorado
$123K +$128K +1,214 New
FCA
2560
Fortis Capital Advisors
Kansas
$122K -$61K -578 -32%
LPIC
2561
LeJeune Puetz Investment Counsel
Michigan
$121K +$4.01K +38 +3%
SWA
2562
SOA Wealth Advisors
New York
$118K +$106 +1 +0.1%
MIA
2563
Milestone Investment Advisors
Wisconsin
$117K +$122K +1,153 New
CCMI
2564
Creative Capital Management Investments
California
$116K +$22K +208 +22%
CIA
2565
Cape Investment Advisory
Georgia
$111K +$116K +1,099 New
WPWM
2566
Western Pacific Wealth Management
Illinois
$111K
SOW
2567
State of Wyoming
Wyoming
$111K -$116K -1,103 -50%
SN
2568
Sittner & Nelson
Oregon
$109K +$5.91K +56 +5%
FCMT
2569
Founders Capital Management (Texas)
Texas
$109K
FCG
2570
Financial Connections Group
California
$107K -$15.4K -146 -12%
Cohen & Steers
2571
Cohen & Steers
New York
$107K
BWL
2572
Bogart Wealth LLC
Virginia
$105K +$11.6K +110 +12%
CAC
2573
Core Alternative Capital
Georgia
$103K +$39.7K +376 +59%
AWM
2574
Accel Wealth Management
Iowa
$102K
LSA
2575
Lansing Street Advisors
Pennsylvania
$102K +$211 +2 +0.2%