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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1026
Concourse Financial Group Securities
Alabama
$1.01M +$9.55K +46 +1%
DDPIC
1027
Deroy & Devereaux Private Investment Counsel
Michigan
$1.01M +$722K +3,477 +267%
GG
1028
Greenwood Gearhart
Arkansas
$1.01M -$5.19K -25 -0.5%
ACI
1029
Alpha Cubed Investments
California
$1.01M +$242K +1,165 +32%
RIM
1030
RW Investment Management
Idaho
$1.01M -$67.1K -323 -6%
SIA
1031
Schechter Investment Advisors
Michigan
$1.01M +$18.1K +87 +2%
SAF
1032
Smith Anglin Financial
Texas
$1.01M -$31.4K -151 -3%
STA
1033
Summit Trail Advisors
New York
$1M +$613K +2,949 +163%
KCM
1034
KRS Capital Management
Michigan
$1M +$129K +620 +15%
SWM
1035
Soundmark Wealth Management
Washington
$1M – – –
MFWP
1036
Mosaic Family Wealth Partners
Missouri
$997K +$203K +976 +26%
BFM
1037
Boston Financial Management
Massachusetts
$991K -$368K -1,774 -27%
WPC
1038
Wedmont Private Capital
Pennsylvania
$983K +$68.5K +330 +8%
IP
1039
Intellectus Partners
California
$980K +$125K +600 +15%
MWC
1040
MBM Wealth Consultants
Missouri
$980K +$124K +599 +15%
FAM
1041
Family Asset Management
South Carolina
$980K -$2.7K -13 -0.3%
ICM
1042
Islay Capital Management
Texas
$978K – – –
NAMP
1043
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$978K +$10.4K +50 +1%
DFCM
1044
Dark Forest Capital Management
Puerto Rico
$977K +$959K +4,619 +46,190%
CA
1045
Cullinan Associates
Kentucky
$977K +$208K +1,000 +28%
ICG
1046
InterOcean Capital Group
Tennessee
$975K +$75.4K +363 +9%
EAM
1047
Evanson Asset Management
California
$973K +$64.4K +310 +7%
DWM
1048
Destination Wealth Management
California
$970K -$98.7K -475 -9%
CNC
1049
Citizens & Northern Corp
Pennsylvania
$970K -$7.27K -35 -0.8%
SM
1050
Sciencast Management
New Jersey
$963K +$935K +4,502 New
40 41
42
43 44