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CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2301
Integris Wealth Management
California
$475K – – –
FPGK
2302
Financial Partners Group (Kansas)
Kansas
$474K -$5.41K -110 -1%
PTP
2303
Platform Technology Partners
New York
$472K -$7.67K -156 -2%
BBI
2304
Baxter Bros Inc
Connecticut
$472K +$639 +13 +0.1%
WAG
2305
Winthrop Advisory Group
Massachusetts
$471K +$7.58K +154 +2%
SAA
2306
Southeast Asset Advisors
Georgia
$471K -$26.4K -537 -6%
NRS
2307
Neville Rodie & Shaw
New York
$471K +$3.69K +75 +0.8%
WTFG
2308
Wells Trecaso Financial Group
Ohio
$469K +$1.38K +28 +0.3%
MIG
2309
McGuire Investment Group
Rhode Island
$469K +$20K +406 +5%
TA
2310
Tiedemann Advisors
New York
$468K +$445K +9,053 New
SW
2311
SlateStone Wealth
Florida
$468K +$11.8K +239 +3%
GGI
2312
Godsey & Gibb Inc
Virginia
$468K +$2.46K +50 +0.6%
CWP
2313
Core Wealth Partners
California
$466K -$12.8K -260 -3%
IAIM
2314
Industrial Alliance Investment Management
Quebec, Canada
$466K -$33.5M -681,755 -99%
JCM
2315
J2 Capital Management
Michigan
$465K +$442K +8,995 New
SDAM
2316
Shulman DeMeo Asset Management
New York
$465K +$4.23K +86 +1%
AAG
2317
Armstrong Advisory Group
Massachusetts
$465K +$3.49K +71 +0.8%
RWM
2318
RKL Wealth Management
Pennsylvania
$464K -$26.4K -536 -6%
PPW
2319
Pasadena Private Wealth
California
$463K +$4.72K +96 +1%
CW
2320
Channel Wealth
California
$462K -$45.2K -919 -9%
FANJ
2321
Financial Architects (New Jersey)
New Jersey
$462K -$39.5K -803 -8%
SC
2322
SRB Corp
Massachusetts
$461K +$79.5K +1,617 +22%
ECM
2323
EagleClaw Capital Management
Massachusetts
$461K – – –
DI
2324
DAGCO Inc
Ohio
$460K -$41.7K -848 -8%
AIP
2325
Almanack Investment Partners
Pennsylvania
$460K -$4.82K -98 -1%
91 92
93
94 95