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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1601
Private Capital Group
Connecticut
$763K +$736K +17,342 +3,862%
CAS
1602
Cue Advisory Services
Arizona
$762K +$2.97K +70 +0.4%
RIG
1603
Renaissance Investment Group
Massachusetts
$759K – – –
FDCC
1604
Foster Dykema Cabot & Co
Massachusetts
$759K +$97.6K +2,302 +15%
RPC
1605
Rossmore Private Capital
Connecticut
$756K -$556K -13,117 -43%
AWM
1606
AE Wealth Management
Kansas
$755K -$17.1K -404 -2%
CIAS
1607
Capital Investment Advisory Services
North Carolina
$755K +$67.1K +1,583 +10%
LGC
1608
Laurel Grove Capital
California
$753K +$121K +2,850 +19%
JIC
1609
Joel Isaacson & Co
New York
$749K +$212 +5 +0%
SS
1610
Sunbelt Securities
Texas
$748K +$33K +779 +5%
ERIM
1611
Eagle Ridge Investment Management
Connecticut
$747K +$4.79K +113 +0.7%
CWM
1612
Circle Wealth Management
New Jersey
$746K +$1.23K +29 +0.2%
AF
1613
Arrow Financial
New York
$746K +$172K +4,050 +30%
OAM
1614
Oxford Asset Management
United Kingdom
$744K -$108K -2,539 -13%
LCM
1615
Liberty Capital Management
Michigan
$741K – – –
MCWS
1616
McKinley Carter Wealth Services
West Virginia
$740K +$33.4K +787 +5%
HCM
1617
Hilton Capital Management
New York
$737K +$299K +7,048 +70%
FWM
1618
Focused Wealth Management
New York
$736K -$349K -8,233 -32%
KJWM
1619
Kiley Juergens Wealth Management
Washington
$736K -$10.5K -248 -1%
SSG
1620
Summit Securities Group
New York
$729K +$471K +11,100 +188%
GSC
1621
G&S Capital
Colorado
$727K +$84.8K +2,000 +13%
RCS
1622
Retirement Capital Strategies
California
$725K – – –
PCMC
1623
Paragon Capital Management (Colorado)
Colorado
$724K -$382K -9,003 -35%
BBA
1624
Braun-Bostich & Associates
Pennsylvania
$722K -$97.1K -2,290 -12%
GVT
1625
Genesee Valley Trust
New York
$721K -$46.4K -1,093 -6%
63 64
65
66 67