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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1876
Appleton Partners
Massachusetts
$781K -$20.2K -415 -3%
DS
1877
DRW Securities
Illinois
$781K -$370K -7,610 -34%
CAM
1878
Campion Asset Management
Virginia
$781K -$584 -12 -0.1%
NWMG
1879
Nicholson Wealth Management Group
South Carolina
$780K +$713K +14,659 New
VNA
1880
Valley National Advisers
Pennsylvania
$780K -$972K -19,982 -58%
RCM
1881
Raleigh Capital Management
North Carolina
$777K -$6.57K -135 -0.9%
HCP
1882
Holt Capital Partners
Texas
$777K -$26.7K -550 -4%
WA
1883
Wealth Architects
California
$775K -$44.9K -923 -6%
BV
1884
Boxwood Ventures
Illinois
$774K – – –
AF
1885
Apexium Financial
Texas
$773K +$2.09K +43 +0.3%
FHC
1886
Forest Hill Capital
Arkansas
$773K – – –
SHF
1887
Safe Harbor Fiduciary
Florida
$773K +$706K +14,516 New
KAS
1888
KPP Advisory Services
Kentucky
$771K -$49.3K -1,013 -7%
AWM
1889
Aberdeen Wealth Management
Illinois
$770K +$3.02K +62 +0.4%
CCFCSB
1890
Cape Cod Five Cents Savings Bank
Massachusetts
$770K -$87.6K -1,802 -11%
PCM
1891
Perritt Capital Management
Illinois
$768K +$11.3K +233 +2%
SC
1892
Steph & Co
Wisconsin
$768K +$13.8K +284 +2%
CCG
1893
Catalina Capital Group
California
$768K +$130K +2,683 +23%
SLT
1894
St Louis Trust
Missouri
$766K -$171K -3,525 -20%
AA
1895
Apriem Advisors
California
$765K -$79.7K -1,639 -10%
ACM
1896
Allred Capital Management
Texas
$760K -$145K -2,977 -17%
CWM
1897
Calamos Wealth Management
Illinois
$758K +$4.57K +94 +0.7%
CWA
1898
Clarity Wealth Advisors
California
$758K +$2.92K +60 +0.4%
RCS
1899
Retirement Capital Strategies
California
$756K – – –
TC
1900
Trust Company
Kansas
$754K -$86K -1,768 -11%
74 75
76
77 78