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Name Holding Trade Value Shares
Change 		Change in
Stake
HCMNY
1701
Howard Capital Management (New York)
New York
$223K – – –
OMC
1702
Overbrook Management Corp
New York
$222K – – –
MLFP
1703
MPS Loria Financial Planners
Illinois
$221K +$226K +1,474 New
CWA
1704
Cypress Wealth Advisors
California
$220K -$425K -2,773 -66%
FPCP
1705
Fort Point Capital Partners
California
$220K -$268K -1,748 -55%
ECM
1706
Evergreen Capital Management
Washington
$219K +$219K +1,428 New
MC
1707
Miles Capital
Iowa
$218K +$153 +1 +0.1%
CCA
1708
Conservest Capital Advisors
Pennsylvania
$217K -$100K -655 -32%
LC
1709
Lincoln Capital
Nebraska
$217K +$217K +1,416 New
WS
1710
Wela Strategies
Georgia
$217K +$217K +1,417 New
VST
1711
Van Strum & Towne
California
$215K – – –
SI
1712
Sentry Investments
Ontario, Canada
$215K +$215K +1,400 New
CANC
1713
Culbertson A N & Co
Virginia
$214K – – –
VV
1714
Verity & Verity
South Carolina
$214K +$214K +1,397 New
CFA
1715
Capstone Financial Advisors
Illinois
$212K – – –
FWP
1716
FAS Wealth Partners
Kansas
$211K – – –
JSA
1717
Jacobson & Schmitt Advisors
Wisconsin
$211K – – –
CAG
1718
Crestwood Advisors Group
Massachusetts
$210K -$20.4K -133 -9%
KLWA
1719
Kelly Lawrence W & Associates
California
$209K -$61.4K -400 -23%
BRF
1720
B. Riley Financial
California
$209K +$209K +1,360 New
BWP
1721
Baldwin Wealth Partners
Massachusetts
$208K – – –
KTC
1722
Kistler-Tiffany Companies
Pennsylvania
$208K +$102K +667 +97%
CCMW
1723
Cypress Capital Management (Wyoming)
Wyoming
$207K – – –
SCM
1724
Stonehearth Capital Management
Massachusetts
$207K +$207K +1,350 New
WA
1725
WealthTrust Axiom
Pennsylvania
$207K +$207K +1,350 New
67 68
69
70 71