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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
2226
Fortis Capital Management
Washington
$750K -$16.5K -56 -2%
ACM
2227
Alethea Capital Management
Washington
$748K +$422K +1,429 +110%
CDIA
2228
Capital Directions Investment Advisors
Georgia
$747K -$56.4K -191 -7%
CHP
2229
Cable Hill Partners
Oregon
$746K +$75.3K +255 +10%
AA
2230
Addison Advisors
Vermont
$745K +$8.27K +28 +1%
JFL
2231
Jarislowsky, Fraser Ltd
Quebec, Canada
$745K +$12.4K +42 +2%
RTS
2232
Round Table Services
New Jersey
$742K -$34.2K -116 -4%
DSN
2233
D. Scott Neal
Kentucky
$742K – – –
FPF
2234
First Pacific Financial
Washington
$741K +$20.7K +70 +3%
GB
2235
Goepper Burkhardt
South Carolina
$740K +$62.3K +211 +8%
BBL
2236
Beck Bode LLC
Massachusetts
$739K +$386K +1,306 +94%
CWM
2237
Circle Wealth Management
New Jersey
$736K -$5.61K -19 -0.7%
EC
2238
Enhancing Capital
Pennsylvania
$736K – – –
RWP
2239
Ridgecrest Wealth Partners
California
$736K +$44.9K +152 +6%
WE
2240
Wealth Effects
Massachusetts
$735K -$238K -805 -23%
FL
2241
Fort LP
Maryland
$734K -$430K -1,457 -35%
PFGIA
2242
Patriot Financial Group Insurance Agency
Massachusetts
$734K -$18K -61 -2%
CAGAS
2243
Capital Advisory Group Advisory Services
Minnesota
$734K +$75.6K +256 +11%
NAG
2244
Northstar Advisory Group
New Jersey
$734K +$356K +1,206 +82%
HFG
2245
Heron Financial Group
New York
$730K -$432K -1,462 -35%
RCA
2246
Roberts Capital Advisors
Colorado
$727K – – –
EFL
2247
ERn Financial LLC
Wisconsin
$726K +$301K +1,020 +63%
CS
2248
Cannell & Spears
New York
$725K – – –
HIIFS
2249
Harel Insurance Investments & Financial Services
Israel
$722K +$299K +1,014 +63%
MCM
2250
Mainstay Capital Management
Michigan
$721K -$17.7K -60 -2%
88 89
90
91 92