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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1101
Financial Consulate
Maryland
$203K -$3.15K -18 -1%
SFSIG
1102
San Francisco Sentry Investment Group
California
$201K -$9.1K -52 -4%
BWM
1103
BerganKDV Wealth Management
Minnesota
$201K – – –
PFO
1104
Pathstone Family Office
New Jersey
$200K +$525 +3 +0.2%
SIM
1105
Sonora Investment Management
Arizona
$194K +$5.6K +32 +3%
CF
1106
Centaurus Financial
California
$191K -$133K -760 -40%
CFG
1107
CKW Financial Group
Hawaii
$189K +$35K +200 +21%
CFGS
1108
Concourse Financial Group Securities
Alabama
$184K +$25.7K +147 +15%
CQS
1109
Credential Qtrade Securities
$182K -$123K -705 -39%
AOWM
1110
Alpha Omega Wealth Management
Virginia
$182K +$24.5K +140 +14%
FMLI
1111
Fukoku Mutual Life Insurance
Japan
$181K -$17.5K -100 -8%
CAW
1112
Cornerstone Advisors (Washington)
Washington
$172K -$4.55K -26 -2%
AIM
1113
Advantage Investment Management
Iowa
$170K -$317K -1,809 -64%
AW
1114
Alpha Windward
Massachusetts
$169K +$11.9K +68 +7%
FPFS
1115
First Personal Financial Services
North Carolina
$166K -$22.1K -126 -11%
PCG
1116
Private Capital Group
Connecticut
$166K -$3.85K -22 -3%
ATC
1117
Adirondack Trust Company
New York
$165K -$4.38K -25 -2%
CM
1118
Castleark Management
Illinois
$164K – – –
ESB
1119
Essex Savings Bank
Connecticut
$163K +$38.5K +220 +28%
TCM
1120
Tradewinds Capital Management
Washington
$159K – – –
HI
1121
Hendershot Investments
Virginia
$155K – – –
GSWM
1122
Golden State Wealth Management
California
$155K +$50.8K +290 +44%
FANJ
1123
Financial Architects (New Jersey)
New Jersey
$154K -$7.88K -45 -5%
KPCM
1124
Kings Point Capital Management
New York
$152K +$9.28K +53 +6%
QAM
1125
QCI Asset Management
New York
$133K -$6.13K -35 -4%
43 44
45
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