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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1951
Presilium Private Wealth
Pennsylvania
$673K +$46.8K +450 +9%
GFP
1952
Gryphon Financial Partners
Ohio
$672K +$160K +1,539 +40%
LNB
1953
Ledyard National Bank
$670K -$38.5K -371 -6%
MAWCM
1954
Mine & Arao Wealth Creation & Management
California
$668K -$10.4K -100 -2%
HWM
1955
Hemington Wealth Management
Virginia
$666K -$26.1K -251 -4%
VCM
1956
Versant Capital Management
Arizona
$665K -$92.6K -891 -14%
DIM
1957
Delta Investment Management
California
$665K +$6.44K +62 +1%
MA
1958
MCF Advisors
Kentucky
$664K -$38.8K -373 -7%
FAIM
1959
Financial Advocates Investment Management
Washington
$663K -$324K -3,123 -37%
SCM
1960
Semanteon Capital Management
Massachusetts
$662K +$555K +5,341 New
RPGK
1961
Retirement Planning Group (Kansas)
Kansas
$662K +$6.75K +65 +1%
SI
1962
Seeds Investor
New York
$661K -$70.2K -676 -11%
CPSAC
1963
Chas P. Smith & Associates (CPS)
Florida
$661K +$69.6K +670 +14%
NJIM
1964
Nabity-Jensen Investment Management
Nebraska
$660K -$46.9K -451 -8%
DA
1965
Dillon & Associates
Michigan
$660K -$121K -1,168 -18%
SWM
1966
SeaCrest Wealth Management
New York
$659K -$510K -4,904 -48%
MSE
1967
MUFG Securities EMEA
United Kingdom
$659K +$552K +5,312 New
WMA
1968
Wealth Management Associates
New Jersey
$658K +$42.5K +409 +8%
OFG
1969
Oxford Financial Group
Indiana
$658K +$36.6K +352 +7%
PCA
1970
Peddock Capital Advisors
Massachusetts
$655K -$87.4K -841 -14%
CH
1971
Cromwell Holdings
Wyoming
$654K -$71.1K -684 -12%
CASB
1972
Cape Ann Savings Bank
Massachusetts
$654K -$104K -1,005 -16%
MF
1973
Manchester Financial
California
$653K +$212K +2,041 +63%
JWM
1974
Jacksonville Wealth Management
Florida
$653K -$15K -144 -3%
IP
1975
Investment Partners
Ohio
$653K -$282K -2,714 -34%
77 78
79
80 81