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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1226
Lake Street Advisors Group
New Hampshire
$986K -$39.5K -555 -4%
AWP
1227
Ascent Wealth Partners
New York
$981K -$26.5K -373 -3%
SIG
1228
Sargent Investment Group
Maryland
$980K -$37.4K -525 -4%
WAP
1229
Wealthcare Advisory Partners
Pennsylvania
$974K +$3.2K +45 +0.4%
PWG
1230
Portside Wealth Group
Utah
$973K -$226K -3,178 -21%
DBIA
1231
Dumont & Blake Investment Advisors
New Jersey
$969K -$98.6K -1,386 -10%
BSW
1232
Buckingham Strategic Wealth
Missouri
$964K +$234K +3,290 +37%
ECM
1233
EagleClaw Capital Management
Massachusetts
$962K -$83.7K -1,176 -9%
BCM
1234
Boltwood Capital Management
California
$961K -$68K -955 -7%
RSWM
1235
Robertson Stephens Wealth Management
California
$960K -$968K -13,600 -53%
SIG
1236
Sky Investment Group
Connecticut
$953K -$122K -1,708 -12%
MFA
1237
Mayflower Financial Advisors
Massachusetts
$950K -$29.5K -415 -3%
SACTSONJ
1238
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$948K – – –
CPIG
1239
Chicago Partners Investment Group
Illinois
$941K -$54.5K -766 -6%
VWM
1240
VCI Wealth Management
Missouri
$936K +$844K +11,853 New
SS
1241
Sunbelt Securities
Texas
$936K +$14.3K +201 +2%
CP
1242
Camelot Portfolios
Ohio
$932K +$75.2K +1,056 +10%
CK
1243
Cohen Klingenstein
New York
$924K – – –
CWS
1244
Confluence Wealth Services
Pennsylvania
$921K -$178K -2,498 -18%
MAA
1245
Mraz Amerine & Associates
California
$916K -$9.25K -130 -1%
VIM
1246
Vista Investment Management
Pennsylvania
$914K -$125K -1,754 -13%
WA
1247
WealthTrust Axiom
Pennsylvania
$911K +$71 +1 +0%
WFS
1248
Widmann Financial Services
Maryland
$909K -$4.13K -58 -0.5%
GAM
1249
Griffin Asset Management
New York
$908K -$59.6K -837 -7%
CIG
1250
Consolidated Investment Group
Colorado
$908K -$3.74M -52,500 -82%
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