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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
926
Fort Point Capital Partners
California
$760K -$236K -10,786 -24%
GIM
927
Generali Investments Management
Slovenia
$758K +$597K +27,298 +448%
PIM
928
Profit Investment Management
Maryland
$757K -$12.7K -581 -2%
AFP
929
Ausdal Financial Partners
Iowa
$755K +$181K +8,290 +33%
BTW
930
Boston Trust Walden
Massachusetts
$754K -$55.3K -2,525 -7%
TF
931
Trek Financial
Arizona
$753K +$726K +33,160 New
LS
932
Livforsakringsbolaget Skandia
Sweden
$749K – – –
CFA
933
Capstone Financial Advisors
Illinois
$746K +$5.47K +250 +0.8%
SOS
934
Silver Oak Securities
Tennessee
$745K +$201K +9,180 +39%
RZH
935
Relyea Zuckerberg Hanson
Connecticut
$744K +$84.9K +3,882 +13%
EB
936
Eastern Bank
Massachusetts
$741K -$591K -27,027 -45%
NW
937
Naviter Wealth
Arkansas
$738K -$127K -5,798 -15%
NCM
938
NCM Capital Management
New Jersey
$738K -$31.7K -1,450 -4%
RPCONE
939
Retirement Planning Company of New England
Rhode Island
$735K +$22 +1 +0%
CCB
940
Country Club Bank
Missouri
$735K -$158K -7,215 -18%
BFC
941
Bedel Financial Consulting
Indiana
$726K +$8.86K +405 +1%
OL
942
Optas LLC
Texas
$722K +$152K +6,962 +28%
BHIA
943
Birch Hill Investment Advisors
Massachusetts
$722K – – –
FWM
944
Forefront Wealth Management
Pennsylvania
$722K +$695K +31,773 New
FA
945
Fiduciary Alliance
South Carolina
$721K -$633K -28,933 -48%
AIA
946
AIMZ Investment Advisors
California
$720K -$21.7K -992 -3%
PWP
947
Private Wealth Partners
California
$717K -$77.6K -3,548 -10%
CCM
948
Chickasaw Capital Management
Tennessee
$715K -$28.9K -1,320 -4%
AFG
949
Atomi Financial Group
New York
$715K +$360K +16,440 +109%
UA
950
Unison Advisors
District of Columbia
$712K – – –
36 37
38
39 40