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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1851
One Charles Private Wealth Services
Massachusetts
$491K – – –
EWA
1852
EverSource Wealth Advisors
Alabama
$491K +$26.1K +150 +6%
NRG
1853
Nemes Rush Group
Michigan
$490K -$17.9K -103 -4%
NFSG
1854
Newbridge Financial Services Group
Florida
$489K -$97K -558 -16%
SCG
1855
Sonata Capital Group
Washington
$489K +$52.1K +300 +12%
NFG
1856
Norris Financial Group
South Carolina
$488K -$39.1K -225 -7%
CIA
1857
Cohen Investment Advisors
New Hampshire
$487K -$6.95K -40 -1%
CGA
1858
Crescent Grove Advisors
Illinois
$487K -$8.69K -50 -2%
GG
1859
Greenwood Gearhart
Arkansas
$485K – – –
MFG
1860
Magnus Financial Group
New York
$485K -$6.25K -36 -1%
CAS
1861
CTC Alternative Strategies
Illinois
$484K +$487K +2,800 New
NAG
1862
Northstar Advisory Group
New Jersey
$483K -$5.39K -31 -1%
BDFN
1863
Bond & Devick Financial Network
Minnesota
$483K -$178K -1,025 -27%
AWM
1864
Angeles Wealth Management
California
$482K -$4.17K -24 -0.9%
GIM
1865
Guardian Investment Management
California
$480K -$52.1K -300 -10%
CFMC
1866
Curbstone Financial Management Corp
New Hampshire
$480K – – –
BA
1867
Ballast Advisors
Minnesota
$480K -$15.6K -90 -3%
FF
1868
Financial Futures
New Jersey
$478K – – –
HCMG
1869
Howard Capital Management Group
California
$478K – – –
FIM
1870
Fruth Investment Management
Texas
$475K -$8.69K -50 -2%
HA
1871
HFG Advisors
Ohio
$472K -$99.9K -575 -17%
OIA
1872
Optimum Investment Advisors
Illinois
$471K – – –
SC
1873
Sapient Capital
Indiana
$471K +$7.64K +44 +2%
BMO
1874
Beck Mack & Oliver
New York
$471K +$28.7K +165 +6%
TWM
1875
TriaGen Wealth Management
California
$470K +$15.5K +89 +3%
73 74
75
76 77