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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1051
Capital Insight Partners
Arizona
$1M +$129K +617 +14%
IC
1052
IEQ Capital
California
$1M -$25.9K -124 -2%
CB
1053
Commerce Bank
Missouri
$1M +$20.7K +99 +2%
TVWM
1054
Tower View Wealth Management
Wisconsin
$999K +$1.04M +4,972 +3,013%
KC
1055
Kingfisher Capital
North Carolina
$997K +$1.07M +5,124 New
AIP
1056
Almanack Investment Partners
Pennsylvania
$997K +$1.07M +5,127 New
FP
1057
Financial Perspectives
Minnesota
$995K +$296K +1,420 +38%
CP
1058
Corbenic Partners
Pennsylvania
$995K – – –
JIC
1059
Joel Isaacson & Co
New York
$995K +$10K +48 +0.9%
FBC
1060
Fairfield, Bush & Co
Connecticut
$993K -$345K -1,652 -24%
FHC
1061
First Heartland Consultants
Missouri
$993K -$322K -1,545 -23%
UAM
1062
UAS Asset Management
New York
$993K +$189K +905 +22%
CSIC
1063
Clifford Swan Investment Counsel
California
$992K – – –
1WA
1064
180 Wealth Advisors
Washington
$984K +$259K +1,243 +31%
CWM
1065
Circle Wealth Management
New Jersey
$979K +$90.6K +434 +9%
FAIM
1066
Financial Advocates Investment Management
Washington
$976K -$183K -878 -15%
3CP
1067
3G Capital Partners
New York
$972K +$1.04M +5,000 New
MHC
1068
Meyer Handelman Company
New York
$970K – – –
YCM
1069
Yakira Capital Management
Connecticut
$968K – – –
FFA
1070
First Foundation Advisors
California
$964K -$383K -1,837 -27%
BWAM
1071
Boyd Watterson Asset Management
Ohio
$961K -$378K -1,813 -27%
FP
1072
Fiduciary Planning
Florida
$960K +$1.03M +4,935 New
ODCM
1073
Old Dominion Capital Management
Virginia
$955K -$2.46M -11,807 -71%
JHCP
1074
Jackson Hole Capital Partners
Oklahoma
$955K +$111K +531 +12%
VWA
1075
V Wealth Advisors
Kansas
$955K +$656K +3,144 +178%
41 42
43
44 45