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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2051
Bison Wealth
Georgia
$1.05M +$36.1K +207 +4%
W
2052
WorthPointe
California
$1.05M +$14.8K +85 +1%
PCM
2053
Palisade Capital Management
New Jersey
$1.05M -$4.01K -23 -0.4%
BIM
2054
Bridgecreek Investment Management
Oklahoma
$1.05M – – –
FFS
2055
Founders Financial Securities
Maryland
$1.05M -$1.39M -7,969 -58%
SPA
2056
Shore Point Advisors
New Jersey
$1.04M – – –
W
2057
Wealthquest
Ohio
$1.04M -$110K -633 -10%
CIA
2058
Cascade Investment Advisors
Oregon
$1.04M +$23.6K +135 +2%
YIH
2059
Y-Intercept (HK)
Hong Kong
$1.04M -$12.7M -72,986 -93%
SP
2060
Successful Portfolios
Florida
$1.04M +$69.1K +396 +7%
SCM
2061
Sterneck Capital Management
Missouri
$1.04M – – –
OCG
2062
Opus Capital Group
Ohio
$1.04M +$106K +610 +12%
DOA
2063
D'Orazio & Associates
Virginia
$1.04M +$16.1K +92 +2%
NFA
2064
Northern Financial Advisors
Michigan
$1.04M +$1.01M +5,776 New
JWM
2065
JGP Wealth Management
Oregon
$1.04M – – –
CBT
2066
Central Bank & Trust
Kentucky
$1.04M +$151K +866 +18%
III
2067
Independent Investors Inc
New York
$1.04M -$105K -600 -9%
BWCS
2068
Beirne Wealth Consulting Services
Connecticut
$1.04M – – –
FBFS
2069
First Business Financial Services
Wisconsin
$1.03M +$16.6K +95 +2%
CICI
2070
Capital Investment Counsel Inc
North Carolina
$1.03M +$265K +1,520 +36%
WA
2071
Wambolt & Associates
Colorado
$1.03M +$145K +833 +17%
CA
2072
Carson Advisory
Georgia
$1.03M +$50.1K +287 +5%
SCI
2073
Stableford Capital II
Arizona
$1.03M -$162K -929 -14%
PWP
2074
Phillips Wealth Planners
Mississippi
$1.03M +$1.05M +6,000 New
PCMM
2075
Piedmont Capital Management (Montana)
Montana
$1.02M +$5.06K +29 +0.5%
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83
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