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Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1701
Global Trust Asset Management
Florida
$882K -$18.7K -85 -2%
FPCP
1702
Fort Point Capital Partners
California
$878K +$18.9K +86 +2%
FBFS
1703
First Business Financial Services
Wisconsin
$873K -$139K -634 -12%
PWM
1704
PBMares Wealth Management
Virginia
$869K +$10.1K +46 +1%
SCM
1705
Salem Capital Management
Massachusetts
$868K -$11K -50 -1%
VWA
1706
Visionary Wealth Advisors
Illinois
$868K +$79.9K +364 +8%
TMAM
1707
Tokio Marine Asset Management
Japan
$865K +$216K +985 +27%
BFO
1708
Biltmore Family Office
North Carolina
$864K -$48.1K -219 -5%
MBT
1709
Montecito Bank & Trust
California
$863K +$40.6K +185 +4%
NDSI
1710
Newman Dignan & Sheerar Inc
Rhode Island
$862K +$8.56M +38,972 +874%
CF
1711
Centaurus Financial
California
$861K +$263K +1,199 +35%
TIM
1712
Tortoise Investment Management
New York
$858K -$2.85K -13 -0.3%
CYG
1713
Clean Yield Group
Vermont
$855K -$1M -4,578 -50%
RC
1714
Reik & Co
New York
$852K +$8.34K +38 +0.8%
OWA
1715
Outlook Wealth Advisors
Texas
$852K +$631K +2,873 +170%
TC
1716
Trust Company
Kansas
$848K -$130K -591 -12%
CPC
1717
Congress Park Capital
New York
$848K +$380K +1,731 +62%
CIM
1718
CenturyLink Investment Management
Colorado
$843K – – –
FANJ
1719
Financial Architects (New Jersey)
New Jersey
$843K +$264K +1,201 +36%
GC
1720
Grimes & Company
Massachusetts
$842K -$15.1K -69 -2%
PAS
1721
Partnervest Advisory Services
California
$838K +$409K +1,864 +71%
TPWA
1722
TRUE Private Wealth Advisors
Oregon
$837K -$785K -3,577 -44%
CBA
1723
Coastal Bridge Advisors
Connecticut
$837K +$13.2K +60 +1%
SDIC
1724
South Dakota Investment Council
South Dakota
$835K -$2.19K -10 -0.2%
ACH
1725
ArrowMark Colorado Holdings
Colorado
$834K – – –
67 68
69
70 71