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Name Holding Trade Value Shares
Change 		Change in
Stake
MBA
1701
McQueen Ball & Associates
Pennsylvania
$226K -$9.51K -62 -4%
MCM
1702
McMillion Capital Management
North Carolina
$226K – – –
CASB
1703
Cape Ann Savings Bank
Massachusetts
$225K – – –
QAM
1704
QCI Asset Management
New York
$224K – – –
CA
1705
Cornerstone Advisory
Maryland
$223K -$614 -4 -0.3%
HCMNY
1706
Howard Capital Management (New York)
New York
$223K – – –
OMC
1707
Overbrook Management Corp
New York
$222K – – –
MLFP
1708
MPS Loria Financial Planners
Illinois
$221K +$226K +1,474 New
CWA
1709
Cypress Wealth Advisors
California
$220K -$425K -2,773 -66%
FPCP
1710
Fort Point Capital Partners
California
$220K -$268K -1,748 -55%
ECM
1711
Evergreen Capital Management
Washington
$219K +$219K +1,428 New
MC
1712
Miles Capital
Iowa
$218K +$153 +1 +0.1%
CCA
1713
Conservest Capital Advisors
Pennsylvania
$217K -$100K -655 -32%
LC
1714
Lincoln Capital
Nebraska
$217K +$217K +1,416 New
WS
1715
Wela Strategies
Georgia
$217K +$217K +1,417 New
VST
1716
Van Strum & Towne
California
$215K – – –
SI
1717
Sentry Investments
Ontario, Canada
$215K +$215K +1,400 New
CANC
1718
Culbertson A N & Co
Virginia
$214K – – –
VV
1719
Verity & Verity
South Carolina
$214K +$214K +1,397 New
CFA
1720
Capstone Financial Advisors
Illinois
$212K – – –
FWP
1721
FAS Wealth Partners
Kansas
$211K – – –
JSA
1722
Jacobson & Schmitt Advisors
Wisconsin
$211K – – –
CAG
1723
Crestwood Advisors Group
Massachusetts
$210K -$20.4K -133 -9%
KLWA
1724
Kelly Lawrence W & Associates
California
$209K -$61.4K -400 -23%
BRF
1725
B. Riley Financial
California
$209K +$209K +1,360 New
67 68
69
70 71