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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1601
KCS Wealth Advisory
California
$225K -$934 -14 -0.4%
LGWM
1602
Litman Gregory Wealth Management
California
$225K – – –
CIP
1603
Convergence Investment Partners
Florida
$225K +$87.6K +1,314 +62%
CCG
1604
Chatham Capital Group
Georgia
$224K +$3.07K +46 +1%
SIM
1605
Sonora Investment Management
Arizona
$223K +$23.9K +358 +12%
IF
1606
IRON Financial
Illinois
$223K +$174K +2,615 +92%
WC
1607
Whitnell & Co
Illinois
$222K -$238K -3,569 -51%
CT
1608
CPF Texas
Texas
$222K – – –
DCM
1609
Dimension Capital Management
Florida
$222K +$36.2K +543 +19%
SFG
1610
StrategIQ Financial Group
Indiana
$222K +$59.3K +889 +35%
PDM
1611
Penn Davis McFarland
Texas
$221K +$226K +3,381 New
KLI
1612
Kelman-Lazarov Inc
Tennessee
$220K +$1.67K +25 +0.7%
DP
1613
Dearborn Partners
Illinois
$220K +$29.7K +445 +15%
BCM
1614
Bayesian Capital Management
New York
$220K +$225K +3,380 New
CPA
1615
Cowen Prime Advisors
New York
$219K +$1.4K +21 +0.6%
HFA
1616
High Falls Advisors
New York
$218K -$42.8K -642 -16%
FFA
1617
Fragasso Financial Advisors
Pennsylvania
$218K +$7.27K +109 +3%
TNAM
1618
Terra Nova Asset Management
New York
$218K +$223K +3,339 New
NIT
1619
NumerixS Investment Technologies
British Columbia, Canada
$217K -$2.7M -40,465 -93%
FC
1620
Ferris Capital
Massachusetts
$217K +$3.54K +53 +2%
MC
1621
Matisse Capital
Oregon
$217K +$20.9K +313 +10%
CA
1622
Corrado Advisors
New Jersey
$216K -$37.8K -566 -15%
PWMAG
1623
Pinnacle Wealth Management Advisory Group
New Jersey
$215K -$8.34K -125 -4%
HCM
1624
Hilton Capital Management
New York
$215K – – –
ACM
1625
Advisors Capital Management
New Jersey
$214K -$515K -7,721 -70%
63 64
65
66 67