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Name Holding Trade Value Shares
Change 		Change in
Stake
IECM
851
Intrinsic Edge Capital Management
Illinois
$628K +$624K +6,100 New
BCA
852
Berman Capital Advisors
Georgia
$622K +$123K +1,200 +25%
FPS
853
Fieldpoint Private Securities
Connecticut
$621K -$13.6K -133 -2%
DY
854
Dowling & Yahnke
California
$620K +$189K +1,847 +44%
GM
855
GeoWealth Management
Illinois
$619K +$614K +6,004 New
OWA
856
Octavia Wealth Advisors
Ohio
$614K +$16.4K +160 +3%
CT
857
Columbia Trust
Oregon
$611K +$15K +147 +3%
LWM
858
Lyell Wealth Management
California
$609K -$17.9K -175 -3%
FHC
859
First Heartland Consultants
Missouri
$606K -$31.2K -305 -5%
WWM
860
Wolff Wiese Magana
California
$601K -$64.4K -630 -10%
BMCM
861
Burns Matteson Capital Management
New York
$599K +$595K +5,817 New
BP
862
Ballentine Partners
Massachusetts
$596K +$40.8K +399 +7%
ACS
863
Archford Capital Strategies
Illinois
$595K -$256K -2,500 -30%
OBWG
864
Onyx Bridge Wealth Group
New York
$593K +$10.1K +99 +2%
SVWAG
865
Sound View Wealth Advisors Group
Georgia
$585K +$43.3K +424 +8%
ACI
866
Alpha Cubed Investments
California
$583K -$9.2K -90 -2%
JF
867
Jump Financial
Illinois
$583K +$70K +685 +14%
PWM
868
Peterson Wealth Management
Nevada
$582K +$38.9K +381 +7%
PTC
869
Private Trust Company
Ohio
$572K -$38.9K -381 -6%
WAM
870
Weatherly Asset Management
California
$570K – – –
IGGA
871
Iron Gate Global Advisors
Utah
$569K -$113K -1,106 -17%
CIM
872
CIM Investment Management
Pennsylvania
$566K +$562K +5,497 New
PAA
873
Peregrine Asset Advisers
Oregon
$565K +$561K +5,490 New
SWA
874
SOA Wealth Advisors
New York
$562K +$15.3K +150 +3%
FPCG
875
Fort Pitt Capital Group
Pennsylvania
$562K +$558K +5,460 New
33 34
35
36 37