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Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
1451
Legacy Capital Partners
Wisconsin
$825K -$4.32K -25 -0.6%
MSFP
1452
Mark Sheptoff Financial Planning
Connecticut
$825K – – –
NEPWA
1453
New England Private Wealth Advisors
Massachusetts
$823K +$104K +604 +16%
KM
1454
Kalos Management
Georgia
$820K +$82.8K +480 +12%
SAM
1455
Strategy Asset Managers
California
$816K – – –
DJSG
1456
D.J. St. Germain
Massachusetts
$815K -$76.3K -442 -9%
SGK
1457
Steigerwald Gordon & Koch
Virginia
$812K -$531K -3,076 -42%
CFA
1458
Camarda Financial Advisors
Florida
$812K -$29.3K -170 -4%
JMFC
1459
J.M. Forbes & Co
Massachusetts
$805K -$131K -761 -15%
RC
1460
Reik & Co
New York
$798K +$105K +610 +17%
FA
1461
FMA Advisory
Pennsylvania
$797K +$1.55K +9 +0.2%
AWM
1462
Altium Wealth Management
New York
$796K +$725K +4,201 New
AFM
1463
Abbot Financial Management
Massachusetts
$793K -$15K -87 -2%
AMM
1464
American Money Management
California
$792K -$38.8K -225 -5%
BIA
1465
Bigelow Investment Advisors
Maine
$792K +$721K +4,178 New
CPC
1466
Congress Park Capital
New York
$786K +$715K +4,144 New
DT
1467
Diversified Trust
Tennessee
$785K +$149K +865 +26%
BCM
1468
Bourgeon Capital Management
Connecticut
$777K – – –
FC
1469
Fayerweather Charles
$769K -$230K -1,330 -25%
FP
1470
FDO Partners
Massachusetts
$762K +$694K +4,019 New
FPCP
1471
Fort Point Capital Partners
California
$761K +$94.4K +547 +16%
AIS
1472
American Investment Services
Massachusetts
$759K – – –
NJBEST
1473
New Jersey Better Educational Savings Trust
New Jersey
$758K -$173K -1,000 -20%
NCM
1474
Noesis Capital Mangement
Florida
$758K -$4.32K -25 -0.6%
IAM
1475
Integre Asset Management
New York
$758K – – –
57 58
59
60 61