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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1226
Mark Sheptoff Financial Planning
Connecticut
$66K – – –
JWA
1227
JFS Wealth Advisors
Pennsylvania
$65K -$3.8K -20 -5%
RTC
1228
Riverview Trust Company
Washington
$65K +$7.6K +40 +13%
TIM
1229
Tortoise Investment Management
New York
$64K -$8.54K -45 -11%
HBW
1230
Hazlett, Burt & Watson
West Virginia
$64K -$3.42K -18 -5%
SCA
1231
Stonebridge Capital Advisors
Minnesota
$64K +$7.6K +40 +13%
CT
1232
Caldwell Trust
Florida
$62.9K -$130K -682 -66%
HNWAG
1233
High Net Worth Advisory Group
Florida
$61K – – –
NFSG
1234
Newbridge Financial Services Group
Florida
$61K – – –
ANBT
1235
American National Bank & Trust
Texas
$58K +$3.61K +19 +6%
CAC
1236
Core Alternative Capital
Georgia
$57K +$2.85K +15 +5%
AFS
1237
Annapolis Financial Services
Maryland
$55K +$21.5K +113 +60%
Q
1238
QVR
California
$55K +$57.9K +305 New
FMII
1239
Farmers & Merchants Investments Inc
Nebraska
$53K +$3.61K +19 +7%
AIP
1240
Almanack Investment Partners
Pennsylvania
$52K +$54.1K +285 New
HWA
1241
HHM Wealth Advisors
Tennessee
$51K -$6.46K -34 -11%
ZB
1242
Zions Bancorporation
Utah
$50K -$7.41K -39 -12%
FRA
1243
Front Row Advisors
California
$50K -$2.47K -13 -5%
GCM
1244
Gables Capital Management
Florida
$50K – – –
SWA
1245
SOA Wealth Advisors
New York
$46K – – –
FIA
1246
FNY Investment Advisers
New York
$46K +$28.5K +150 +144%
OC
1247
Oakmont Corp
California
$44K – – –
OA
1248
Operose Advisors
Wisconsin
$44K – – –
FCA
1249
FinTrust Capital Advisors
South Carolina
$44K +$2.47K +13 +6%
CSPAM
1250
Cary Street Partners Asset Management
Virginia
$44K +$45.6K +240 New
48 49
50
51 52