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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1476
Manchester Capital Management
Vermont
$166K – – –
LFA
1477
Livelsberger Financial Advisory
Ohio
$165K +$175K +603 New
WSC
1478
Wellington Shields & Co
New York
$164K -$29K -100 -14%
CAM
1479
Close Asset Management
United Kingdom
$164K – – –
CFGS
1480
Concourse Financial Group Securities
Alabama
$161K +$3.48K +12 +2%
BTC
1481
Bank & Trust Company
Illinois
$157K – – –
CAS
1482
Coppell Advisory Solutions
Texas
$155K -$118K -405 -41%
PCM
1483
Palouse Capital Management
Washington
$154K -$1.69M -5,828 -91%
NPP
1484
New Potomac Partners
Maryland
$153K +$163K +561 New
C
1485
Covestor
United Kingdom
$148K -$63.6K -219 -29%
ITFISA
1486
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$148K -$46.5K -160 -23%
ACA
1487
Atlas Capital Advisors
Wyoming
$147K – – –
NBT
1488
Northwest Bank & Trust
Iowa
$146K – – –
CWC
1489
Carolinas Wealth Consulting
North Carolina
$146K +$290 +1 +0.2%
SC
1490
Swan Capital
Florida
$142K – – –
SN
1491
Sittner & Nelson
Oregon
$137K – – –
PP
1492
Pingora Partners
Wyoming
$137K – – –
DMBA
1493
Deseret Mutual Benefit Administrators
Utah
$135K – – –
LWCFA
1494
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K -$34.3K -118 -20%
HWA
1495
HHM Wealth Advisors
Tennessee
$127K +$5.23K +18 +4%
TSMHT
1496
Thurston Springer Miller Herd & Titak
Indiana
$125K -$58.4K -201 -31%
MA
1497
Montag & Associates
Georgia
$125K – – –
LCM
1498
Logan Capital Management
Pennsylvania
$125K – – –
A
1499
AlphaQuest
New York
$123K +$131K +450 New
NRG
1500
Nemes Rush Group
Michigan
$122K +$1.16K +4 +1%
58 59
60
61 62