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Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
1751
Phocas Financial Corp
California
$263K – – –
SFG
1752
Sowa Financial Group
Rhode Island
$263K +$1.26K +15 +0.5%
WWMSC
1753
Wagner Wealth Management (South Carolina)
South Carolina
$262K +$159K +1,898 +184%
HR
1754
Howe & Rusling
New York
$261K – – –
SICM
1755
Sustainable Insight Capital Management
New York
$261K +$6.95K +83 +3%
CCFM
1756
Clear Creek Financial Management
Washington
$261K +$26.1K +312 +11%
KA
1757
Kozak & Associates
Colorado
$261K +$234K +2,794 New
GWM
1758
Gitterman Wealth Management
New Jersey
$261K +$257K +3,073 New
CCA
1759
Cobblestone Capital Advisors
New York
$259K – – –
JWM
1760
JGP Wealth Management
Oregon
$258K – – –
FNC
1761
First National Corp
Massachusetts
$258K +$255K +3,041 New
CPSAC
1762
Chas P. Smith & Associates (CPS)
Florida
$258K +$255K +3,044 New
MWM
1763
Mission Wealth Management
California
$257K +$6.62K +79 +3%
CI
1764
CX Institutional
Indiana
$257K +$28.7K +343 +13%
MCM
1765
McRae Capital Management
New Jersey
$256K +$16.8K +200 +7%
HR
1766
Hayden Royal
North Carolina
$255K -$336K -4,013 -57%
CWS
1767
Cypress Wealth Services
California
$255K -$51.8K -618 -17%
FA
1768
Fortis Advisors
Pennsylvania
$255K – – –
RBC
1769
Roble Belko & Company
Pennsylvania
$255K – – –
SFG
1770
StrategIQ Financial Group
Indiana
$255K +$14.9K +178 +6%
SCM
1771
Springhouse Capital Management
Connecticut
$255K +$251K +3,000 New
SWA
1772
Sax Wealth Advisors
New Jersey
$254K -$20.1K -240 -7%
WAM
1773
Wakefield Asset Management
Colorado
$254K -$3.1K -37 -1%
FWP
1774
FAS Wealth Partners
Kansas
$254K +$251K +2,992 New
PIMG
1775
Patriot Investment Management Group
Tennessee
$253K +$10.7K +128 +4%
69 70
71
72 73