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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1226
Concentric Wealth Management
California
$2.6M +$27K +245 +1%
WG
1227
Watchman Group
Texas
$2.59M -$24.8K -225 -1%
AF
1228
Alerus Financial
North Dakota
$2.58M -$176K -1,593 -6%
IHL
1229
Investment House LLC
California
$2.58M -$1.44M -13,054 -36%
NL
1230
NWAM LLC
Washington
$2.58M +$2.55M +23,136 New
CCFCSB
1231
Cape Cod Five Cents Savings Bank
Massachusetts
$2.58M -$2.77M -25,134 -52%
TSWM
1232
Triangle Securities Wealth Management
North Carolina
$2.58M -$70.9K -642 -3%
AFM
1233
Abbot Financial Management
Massachusetts
$2.57M -$33.2K -301 -1%
TBNY
1234
Trustco Bank (New York)
New York
$2.57M -$11K -100 -0.4%
BA
1235
Bristlecone Advisors
Washington
$2.57M -$564K -5,106 -18%
C
1236
Chescapmanager
Maryland
$2.57M -$4.69M -42,500 -65%
CCM
1237
Condor Capital Management
New Jersey
$2.57M +$27.8K +252 +1%
PCA
1238
Providence Capital Advisors
North Carolina
$2.56M -$12K -109 -0.5%
OLA
1239
Oliver Luxxe Assets
New Jersey
$2.56M -$52.1K -472 -2%
SMC
1240
Smith, Moore & Co
Missouri
$2.56M +$128K +1,156 +5%
JWCA
1241
J.W. Coons Advisors
Ohio
$2.55M -$85.9K -778 -3%
PI
1242
PFS Investments
Georgia
$2.55M -$709K -6,423 -22%
PAM
1243
Pegasus Asset Management
New York
$2.55M -$2.98K -27 -0.1%
AWM
1244
Avitas Wealth Management
California
$2.54M +$1.07M +9,689 +74%
SRAM
1245
Stone Ridge Asset Management
New York
$2.53M -$1.37M -12,398 -35%
BFC
1246
Bedel Financial Consulting
Indiana
$2.52M +$13K +118 +0.5%
SFA
1247
Sequoia Financial Advisors
Ohio
$2.52M +$197K +1,784 +9%
ADL
1248
Asset Dedication LLC
California
$2.51M +$187K +1,694 +8%
ABP
1249
Arthur B. Page
$2.51M -$54.4K -493 -2%
SAM
1250
Sycomore Asset Management
France
$2.51M -$14.3M -129,500 -85%
48 49
50
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