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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3076
Callan Capital
California
$240K +$230K +1,424 New
FIM
3077
Fernwood Investment Management
Massachusetts
$239K – – –
FB
3078
First Bancorp
Maine
$238K – – –
NC
3079
NBW Capital
Massachusetts
$238K -$14.4K -89 -6%
SIAM
3080
Sterling Investment Advisors (Missouri)
Missouri
$236K – – –
BAG
3081
Briggs Advisory Group
Rhode Island
$235K – – –
MAM
3082
McCarthy Asset Management
California
$235K -$14.7K -91 -6%
AFS
3083
AFG Fiduciary Services
Massachusetts
$235K -$12.8K -79 -5%
AT
3084
Avalon Trust
New Mexico
$233K -$12.1K -75 -5%
CCM
3085
Chiron Capital Management
Florida
$232K – – –
PA
3086
Parkside Advisors
California
$232K +$646 +4 +0.3%
QCIG
3087
Quad-Cities Investment Group
Iowa
$232K – – –
LIA
3088
LifePlan Investment Advisors
North Carolina
$232K +$222K +1,376 New
RMCM
3089
Reynders McVeigh Capital Management
Massachusetts
$232K – – –
PP
3090
PFS Partners
New Jersey
$232K +$808 +5 +0.4%
HPM
3091
Hoxton Planning & Management
West Virginia
$231K +$221K +1,367 New
HHAA
3092
Henry H. Armstrong Associates
Pennsylvania
$231K – – –
NG
3093
Northstar Group
New York
$230K -$9.53K -59 -4%
HFM
3094
Harvest Fund Management
China
$230K +$26.3K +163 +14%
CWM
3095
Cahaba Wealth Management
Georgia
$230K -$7.75K -48 -3%
ACP
3096
Arcus Capital Partners
Georgia
$230K – – –
SPP
3097
Single Point Partners
Massachusetts
$229K +$220K +1,360 New
MAWCM
3098
Mine & Arao Wealth Creation & Management
California
$229K +$485 +3 +0.2%
AWP
3099
Accretive Wealth Partners
New Jersey
$227K – – –
ONSWM
3100
Old North State Wealth Management
North Carolina
$227K +$218K +1,347 New
122 123
124
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