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Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
1951
Twin Lakes Capital Management
California
$440K -$10.8K -106 -2%
ACS
1952
Archford Capital Strategies
Illinois
$440K -$24.4K -239 -5%
RBWA
1953
RFG - Bristol Wealth Advisors
Massachusetts
$439K – – –
HCM
1954
Hall Capital Management
Rhode Island
$438K – – –
GA
1955
Goldstein Advisors
Wisconsin
$438K +$152K +1,495 +49%
MSA
1956
Marino Stram & Associates
Massachusetts
$437K -$1.12K -11 -0.2%
CA
1957
COFG Advisors
Illinois
$436K +$24.6K +241 +6%
ICP
1958
Interchange Capital Partners
Pennsylvania
$435K -$120K -1,176 -21%
CA
1959
Calton & Associates
Florida
$435K -$26.1K -256 -5%
SFG
1960
Shum Financial Group
California
$433K -$149K -1,458 -24%
SWM
1961
Sendero Wealth Management
Texas
$433K -$918 -9 -0.2%
NWMG
1962
National Wealth Management Group
Ohio
$433K -$78.2K -767 -15%
PSP
1963
Pacific Sage Partners
Washington
$431K -$37K -363 -8%
HCM
1964
Hollencrest Capital Management
California
$431K -$29.4K -288 -6%
CNB
1965
Camden National Bank
Maine
$431K +$52.1K +511 +13%
TFG
1966
Taylor Financial Group
Virginia
$430K – – –
RC
1967
Rexford Capital
Texas
$430K +$1.94K +19 +0.4%
WI
1968
WrapManager Inc
California
$429K -$714 -7 -0.2%
SFG
1969
Sovereign Financial Group
Connecticut
$426K -$23.3K -229 -5%
AMIM
1970
Aull & Monroe Investment Management
Alabama
$426K -$12.3K -121 -3%
PWM
1971
Pines Wealth Management
North Carolina
$426K -$36.6K -359 -8%
RFP
1972
Root Financial Partners
California
$425K -$23.1K -227 -5%
BMO
1973
Beck Mack & Oliver
New York
$424K -$11.9K -117 -3%
MF
1974
Manchester Financial
California
$423K -$5.2K -51 -1%
1WA
1975
180 Wealth Advisors
Washington
$423K +$6.12K +60 +1%
77 78
79
80 81