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Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1901
MQS Management
New York
$362K +$376K +3,578 New
JIC
1902
Joel Isaacson & Co
New York
$361K – – –
CYG
1903
Clean Yield Group
Vermont
$361K +$6.2K +59 +2%
NAS
1904
Nicolet Advisory Services
Wisconsin
$361K +$46.2K +440 +15%
SW
1905
SkyOak Wealth
Michigan
$360K – – –
SWMP
1906
Signature Wealth Management Partners
New Jersey
$359K – – –
WCP
1907
Welch Capital Partners
New York
$359K – – –
FB
1908
First Bancorp
Maine
$358K -$5.25K -50 -1%
AA
1909
Addison Advisors
Vermont
$358K +$162K +1,539 +77%
FNC
1910
First National Corp
Massachusetts
$355K +$2.73K +26 +0.7%
PFA
1911
Pinnacle Family Advisors
Missouri
$355K +$369K +3,509 New
FSC
1912
Full Sail Capital
Oklahoma
$352K -$27.6K -263 -7%
HSG
1913
Helen Stephens Group
Texas
$351K -$15.9K -151 -4%
MCM
1914
Magnolia Capital Management
New York
$351K +$11.6K +110 +3%
VC
1915
Veracity Capital
Georgia
$351K +$364K +3,469 New
WCFA
1916
Walkner Condon Financial Advisors
Wisconsin
$350K +$363K +3,452 New
CPSAC
1917
Chas P. Smith & Associates (CPS)
Florida
$348K -$2.94K -28 -0.8%
PIA
1918
Perennial Investment Advisors
California
$347K -$88.5K -842 -20%
BAM
1919
Berkshire Asset Management
Pennsylvania
$346K -$1.05K -10 -0.3%
AMM
1920
American Money Management
California
$345K -$26.1K -248 -7%
FIB
1921
First Interstate Bank
Montana
$344K -$10.9K -104 -3%
IIM
1922
Ipswich Investment Management
Massachusetts
$343K – – –
TLFA
1923
True Link Financial Advisors
California
$339K – – –
LFA
1924
Legacy Financial Advisors
Kentucky
$337K +$56K +533 +19%
KFGK
1925
Keystone Financial Group (Kentucky)
Kentucky
$334K -$9.14K -87 -3%
75 76
77
78 79