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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2476
Sandbox Financial Partners
Maryland
$558K +$60.1K +334 +12%
CCG
2477
Capital CS Group
California
$555K -$7.55K -42 -1%
BAM
2478
Bellevue Asset Management
Washington
$553K -$16.5K -92 -3%
FC
2479
Fusion Capital
South Carolina
$549K -$5.39K -30 -1%
CC
2480
Capital Counsel
New York
$548K -$144K -800 -20%
SPWG
2481
Sage Private Wealth Group
Illinois
$548K – – –
LF
2482
Lantz Financial
Illinois
$545K -$14.6K -81 -3%
SDH
2483
Sloy Dahl & Holst
Washington
$545K +$18.2K +101 +3%
AI
2484
AXS Investments
New York
$542K +$101K +564 +22%
MPM
2485
Meritage Portfolio Management
Kansas
$540K -$5.04K -28 -0.9%
RW
2486
REDW Wealth
New Mexico
$539K +$20K +111 +4%
EA
2487
Eclectic Associates
California
$538K -$9.53K -53 -2%
MPIA
2488
Mountain Pacific Investment Advisers
Idaho
$537K -$108K -600 -16%
ML
2489
McAdam LLC
Pennsylvania
$537K +$62.2K +346 +13%
ACM
2490
Ategra Capital Management
Virginia
$534K +$8.99K +50 +2%
PWA
2491
Physician Wealth Advisors
Utah
$534K +$79.9K +444 +17%
OCPWS
2492
One Charles Private Wealth Services
Massachusetts
$534K +$546K +3,036 New
ECG
2493
EPIQ Capital Group
California
$532K +$2.52K +14 +0.5%
CC
2494
Callan Capital
California
$531K -$142K -790 -21%
SOW
2495
State of Wyoming
Wyoming
$530K -$9.35K -52 -2%
DAM
2496
Deltec Asset Management
New York
$529K – – –
HCP
2497
Holt Capital Partners
Texas
$528K +$9.35K +52 +2%
MCM
2498
Marathon Capital Management
Maryland
$528K +$14.9K +83 +3%
MFG
2499
Magnus Financial Group
New York
$528K +$15.5K +86 +3%
HCM
2500
HM Capital Management
Missouri
$528K +$17.3K +96 +3%
98 99
100
101 102