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Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1051
McDonald Partners
Ohio
$147K -$977 -100 -0.7%
CCC
1052
Compass Capital Corp
Massachusetts
$146K – – –
PFPT
1053
Pinnacle Financial Partners (Tennessee)
Tennessee
$146K – – –
CWG
1054
Cornerstone Wealth Group
North Carolina
$145K +$29.9K +3,058 +27%
NAS
1055
Nicolet Advisory Services
Wisconsin
$145K +$20.6K +2,106 +15%
FBFS
1056
First Business Financial Services
Wisconsin
$145K -$36.6K -3,750 -21%
KP
1057
Keel Point
Alabama
$145K -$6.04K -618 -4%
BIG
1058
Brookwood Investment Group
Arizona
$145K +$141K +14,413 New
TA
1059
Townsend & Associates
Colorado
$144K +$149K +15,251 New
CPC
1060
Congress Park Capital
New York
$144K +$37.8K +3,875 +37%
MCM
1061
Maple Capital Management
Vermont
$144K +$7.89K +808 +6%
ATFA
1062
All Terrain Financial Advisors
Minnesota
$144K +$14.7K +1,500 +12%
DA
1063
Detalus Advisors
Missouri
$143K -$1.78K -182 -1%
CCA
1064
Corps Capital Advisors
Texas
$143K – – –
CAG
1065
Crestwood Advisors Group
Massachusetts
$143K +$26.4K +2,698 +23%
MSWM
1066
McGlone Suttner Wealth Management
Wisconsin
$143K +$139K +14,233 New
CFP
1067
Catalyst Financial Partners
Massachusetts
$143K +$30.5K +3,123 +28%
MWP
1068
Meriwether Wealth & Planning
Louisiana
$142K +$139K +14,201 New
PP
1069
PFS Partners
New Jersey
$142K +$5.42K +555 +4%
AA
1070
Alta Advisers
United Kingdom
$142K – – –
PCA
1071
Pallas Capital Advisors
Massachusetts
$141K -$117K -11,935 -46%
AIA
1072
Affinity Investment Advisors
California
$141K -$10.7K -1,091 -7%
RCG
1073
Regatta Capital Group
California
$141K +$7.51K +769 +6%
SIC
1074
Sterling Investment Counsel
New York
$141K +$8.36K +856 +7%
SFS
1075
Sharp Financial Services
Pennsylvania
$140K +$35.7K +3,650 +35%
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43
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