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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1601
Lake Street Advisors Group
New Hampshire
$834K -$424K -8,716 -33%
WIM
1602
Westside Investment Management
California
$833K +$8.03K +165 +0.9%
BCA
1603
Benchmark Capital Advisors
New York
$828K -$1.38M -28,450 -62%
ST
1604
Sentinel Trust
Texas
$828K -$239K -4,912 -22%
SP
1605
Successful Portfolios
Florida
$828K -$7.83K -161 -0.9%
LCM
1606
Leisure Capital Management
California
$826K +$42.4K +871 +5%
TC
1607
Trust Company
Kansas
$824K -$55K -1,131 -6%
EA
1608
Elm Advisors
California
$824K +$12.7K +260 +2%
IDBONY
1609
Israel Discount Bank of New York
New York
$823K +$33.1K +680 +4%
CW
1610
Cobiz Wealth
Colorado
$812K – – –
1WA
1611
180 Wealth Advisors
Washington
$808K -$683K -14,031 -45%
FF
1612
Fluent Financial
Texas
$808K +$31.6K +649 +4%
MWPCG
1613
Measured Wealth Private Client Group
New Hampshire
$805K -$2K -41 -0.2%
MCWS
1614
McKinley Carter Wealth Services
West Virginia
$804K +$111K +2,287 +16%
IC
1615
InterOcean Capital
Illinois
$801K -$320K -6,569 -28%
FPCP
1616
Fort Point Capital Partners
California
$801K +$231K +4,738 +39%
WPW
1617
Winthrop Partners - WNY
New York
$800K – – –
BLAM
1618
Bourne Lent Asset Management
New York
$799K – – –
PAIM
1619
Punch & Associates Investment Management
Minnesota
$799K – – –
GWS
1620
Glassman Wealth Services
Virginia
$797K -$1.17K -24 -0.1%
UCMOK
1621
United Capital Management of KS
Kansas
$797K +$840K +17,260 New
BIM
1622
Baldwin Investment Management
Pennsylvania
$795K -$17K -349 -2%
TCOO
1623
Trust Company of Oklahoma
Oklahoma
$792K +$81.2K +1,669 +11%
CCG
1624
Chatham Capital Group
Georgia
$784K – – –
BCM
1625
Brookstone Capital Management
Illinois
$778K -$172K -3,541 -18%
63 64
65
66 67