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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1276
Monte Financial Group
Connecticut
$700K – – –
AMCA
1277
Arthur M. Cohen & Associates
Illinois
$700K – – –
AC
1278
Apella Capital
Connecticut
$697K +$111K +653 +21%
CCG
1279
Capital CS Group
California
$693K +$623K +3,677 New
ATPW
1280
Ashton Thomas Private Wealth
Arizona
$689K -$42.2K -249 -6%
AP
1281
Appleton Partners
Massachusetts
$689K -$5.08K -30 -0.8%
CAM
1282
Close Asset Management
United Kingdom
$687K -$13.6K -80 -2%
AAG
1283
Armstrong Advisory Group
Massachusetts
$687K +$238K +1,406 +63%
SFC
1284
Sprinkle Financial Consultants
Colorado
$685K – – –
MWP
1285
Moller Wealth Partners
$685K – – –
TSW
1286
Thompson Siegel & Walmsley
Virginia
$684K – – –
MA
1287
MJP Associates
Connecticut
$682K +$123K +723 +25%
WPC
1288
Waters Parkerson & Co
Louisiana
$682K – – –
CCM
1289
Crew Capital Management
Ohio
$680K – – –
TDC
1290
Thompson Davis & Co
Virginia
$673K +$40.2K +237 +7%
BPAMU
1291
BTG Pactual Asset Management US
New York
$671K +$603K +3,559 New
AF
1292
Arrow Financial
New York
$671K -$94.5K -558 -14%
HWA
1293
HHM Wealth Advisors
Tennessee
$670K -$58.1K -343 -9%
BCM
1294
Becker Capital Management
Oregon
$667K +$84.7K +500 +16%
VCAM
1295
Van Cleef Asset Management
Ohio
$666K – – –
DI
1296
Diligent Investors
California
$666K – – –
FPB
1297
First PREMIER Bank
South Dakota
$664K -$60K -354 -9%
RIA
1298
Regal Investment Advisors
Michigan
$659K +$1.69K +10 +0.3%
EM
1299
Excalibur Management
Massachusetts
$659K – – –
BHWM
1300
Bar Harbor Wealth Management
New Hampshire
$655K -$15.6K -92 -3%
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