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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1776
Mascoma Wealth Management
New Hampshire
$837K +$131K +1,175 +18%
CA
1777
Calton & Associates
Florida
$837K +$137K +1,222 +19%
GC
1778
Gruss & Co
Florida
$836K +$3.24K +29 +0.4%
SMFS
1779
Squar Milner Financial Services
California
$835K +$212K +1,898 +34%
1NWS
1780
1 North Wealth Services
Maryland
$832K -$91.3K -817 -10%
BIAS
1781
Beacon Investment Advisory Services
New Jersey
$830K -$749K -6,699 -47%
RA
1782
RFG Advisory
Alabama
$830K -$5.03K -45 -0.6%
WPC
1783
White Pine Capital
Minnesota
$829K -$11.2K -100 -1%
CCC
1784
Chelsea Counsel Company
California
$829K +$112 +1 +0%
AL
1785
Arnhold LLC
New York
$829K +$52K +465 +7%
KLI
1786
Kelman-Lazarov Inc
Tennessee
$826K -$272K -2,436 -25%
SC
1787
Saybrook Capital
North Carolina
$822K – – –
DBIA
1788
Dumont & Blake Investment Advisors
New Jersey
$822K +$5.03K +45 +0.6%
MWPCG
1789
Measured Wealth Private Client Group
New Hampshire
$816K +$528K +4,724 +180%
FC
1790
FCA Corp
Texas
$816K +$821K +7,347 New
QPWM
1791
Quadrant Private Wealth Management
Pennsylvania
$812K +$3.13K +28 +0.4%
MIC
1792
Means Investment Company
Maine
$811K +$43.3K +387 +6%
BFA
1793
Benedict Financial Advisors
Georgia
$811K +$175K +1,564 +27%
FC
1794
Fayerweather Charles
$811K +$398K +3,558 +95%
RRAM
1795
River Road Asset Management
Kentucky
$810K +$816K +7,297 New
RPC
1796
Rossmore Private Capital
Connecticut
$807K +$27.7K +248 +4%
CMI
1797
Clare Market Investments
Texas
$806K +$302K +2,699 +59%
WAM
1798
Wolverine Asset Management
Illinois
$805K -$1.65M -14,726 -67%
PWA
1799
Providence Wealth Advisors
Illinois
$803K +$22.9K +205 +3%
KPW
1800
Kore Private Wealth
New York
$803K +$182K +1,626 +29%
70 71
72
73 74