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Cisco
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1851
Personal CFO Solutions
New Jersey
$814K +$91.1K +1,623 +12%
MMHP
1852
Murphy Middleton Hinkle & Parker
Georgia
$812K – – –
RM
1853
Resource Management
Louisiana
$810K +$15.5K +276 +2%
HSWM
1854
Hubbell Strickland Wealth Management
Louisiana
$809K -$6.45K -115 -0.8%
I2I
1855
Insight 2811 Inc
Illinois
$808K -$132K -2,358 -14%
PWM
1856
Palumbo Wealth Management
New York
$807K +$8.3K +148 +1%
DWM
1857
Dakota Wealth Management
Florida
$806K +$98.4K +1,754 +13%
SC
1858
Steph & Co
Wisconsin
$803K +$99.1K +1,767 +14%
WTFG
1859
Wells Trecaso Financial Group
Ohio
$802K -$505 -9 -0.1%
TC
1860
Truvestments Capital
Florida
$800K -$1.18K -21 -0.1%
BPCE
1861
Bank Pictet & Cie (Europe)
Germany
$800K – – –
VCM
1862
Vivaldi Capital Management
Illinois
$795K – – –
PP
1863
PDS Planning
Ohio
$795K +$37.4K +666 +5%
AWM
1864
Aberdeen Wealth Management
Illinois
$794K -$33.2K -592 -4%
BV
1865
Boxwood Ventures
Illinois
$791K +$816K +14,538 New
MF
1866
Magnetar Financial
Illinois
$790K +$814K +14,506 New
ADMI
1867
Albert D. Mason Inc
Massachusetts
$789K – – –
RCS
1868
Retirement Capital Strategies
California
$788K – – –
BWM
1869
Baystate Wealth Management
Massachusetts
$786K -$98.6K -1,757 -11%
CAS
1870
Cascadia Advisory Services
Oregon
$785K -$41K -731 -5%
CC
1871
Cornerstone Capital
California
$785K -$6.45K -115 -0.8%
SLT
1872
St Louis Trust
Missouri
$784K -$186K -3,312 -19%
ACM
1873
Allred Capital Management
Texas
$784K -$116K -2,062 -13%
IIM
1874
Ironwood Investment Management
Massachusetts
$778K -$27.4K -489 -3%
ECG
1875
Edge Capital Group
Georgia
$777K +$60.3K +1,075 +8%
73 74
75
76 77