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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1926
LifeSteps Financial
California
$620K +$643K +2,840 New
FIA
1927
Foundations Investment Advisors
Arizona
$617K -$6.79K -30 -1%
DWM
1928
Dorchester Wealth Management
Quebec, Canada
$616K -$226K -1,000 -26%
CPC
1929
Congress Park Capital
New York
$614K – – –
CWM
1930
Cornerstone Wealth Management
Missouri
$614K +$12K +53 +2%
CC
1931
Cedar Capital
Illinois
$613K +$2.27K +10 +0.4%
BI
1932
Ballast Inc
Kentucky
$613K +$96.7K +427 +18%
TCM
1933
Telos Capital Management
California
$612K -$61.4K -271 -9%
CA
1934
Claro Advisors
Massachusetts
$610K -$3.85K -17 -0.6%
NFG
1935
Nadler Financial Group
Illinois
$609K -$34K -150 -5%
FWM
1936
Fairhaven Wealth Management
Illinois
$607K -$22.9K -101 -4%
CHP
1937
Cable Hill Partners
Oregon
$604K +$226 +1 +0%
BCA
1938
Berman Capital Advisors
Georgia
$603K +$50.5K +223 +9%
APG
1939
Abacus Planning Group
South Carolina
$603K +$56.6K +250 +10%
KLCM
1940
KG&L Capital Management
Louisiana
$601K +$206K +909 +49%
VC
1941
Vicus Capital
Pennsylvania
$600K +$46.4K +205 +8%
AC
1942
Avestar Capital
New York
$598K +$12K +53 +2%
KM
1943
Kalos Management
Georgia
$596K -$10.6K -47 -2%
ITIM
1944
Indiana Trust & Investment Management
Indiana
$596K +$1.81K +8 +0.3%
FUBT
1945
First United Bank & Trust
Maryland
$596K +$3.62K +16 +0.6%
FI
1946
Fosun International
China
$594K – – –
CTI
1947
Community Trust & Investment
Kentucky
$593K -$4.53K -20 -0.7%
PTP
1948
Platform Technology Partners
New York
$593K +$615K +2,717 New
CT
1949
Columbia Trust
Oregon
$593K +$617K +2,724 New
QPWM
1950
Quadrant Private Wealth Management
Pennsylvania
$590K -$37.4K -165 -6%
76 77
78
79 80