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Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1051
Compass Capital Corp
Massachusetts
$146K – – –
PFPT
1052
Pinnacle Financial Partners (Tennessee)
Tennessee
$146K – – –
CWG
1053
Cornerstone Wealth Group
North Carolina
$145K +$29.9K +3,058 +27%
NAS
1054
Nicolet Advisory Services
Wisconsin
$145K +$20.6K +2,106 +15%
FBFS
1055
First Business Financial Services
Wisconsin
$145K -$36.6K -3,750 -21%
KP
1056
Keel Point
Alabama
$145K -$6.04K -618 -4%
BIG
1057
Brookwood Investment Group
Arizona
$145K +$141K +14,413 New
TA
1058
Townsend & Associates
Colorado
$144K +$149K +15,251 New
CPC
1059
Congress Park Capital
New York
$144K +$37.8K +3,875 +37%
MCM
1060
Maple Capital Management
Vermont
$144K +$7.89K +808 +6%
ATFA
1061
All Terrain Financial Advisors
Minnesota
$144K +$14.7K +1,500 +12%
DA
1062
Detalus Advisors
Missouri
$143K -$1.78K -182 -1%
CCA
1063
Corps Capital Advisors
Texas
$143K – – –
CAG
1064
Crestwood Advisors Group
Massachusetts
$143K +$26.4K +2,698 +23%
MSWM
1065
McGlone Suttner Wealth Management
Wisconsin
$143K +$139K +14,233 New
CFP
1066
Catalyst Financial Partners
Massachusetts
$143K +$30.5K +3,123 +28%
MWP
1067
Meriwether Wealth & Planning
Louisiana
$142K +$139K +14,201 New
PP
1068
PFS Partners
New Jersey
$142K +$5.42K +555 +4%
AA
1069
Alta Advisers
United Kingdom
$142K – – –
PCA
1070
Pallas Capital Advisors
Massachusetts
$141K -$117K -11,935 -46%
AIA
1071
Affinity Investment Advisors
California
$141K -$10.7K -1,091 -7%
RCG
1072
Regatta Capital Group
California
$141K +$7.51K +769 +6%
SIC
1073
Sterling Investment Counsel
New York
$141K +$8.36K +856 +7%
SFS
1074
Sharp Financial Services
Pennsylvania
$140K +$35.7K +3,650 +35%
PWG
1075
Portside Wealth Group
Utah
$140K +$9.05K +927 +7%
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