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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1601
Mascoma Wealth Management
New Hampshire
$842K +$110K +2,252 +14%
LSAG
1602
Lake Street Advisors Group
New Hampshire
$834K -$424K -8,716 -33%
WIM
1603
Westside Investment Management
California
$833K +$8.03K +165 +0.9%
BCA
1604
Benchmark Capital Advisors
New York
$828K -$1.38M -28,450 -62%
ST
1605
Sentinel Trust
Texas
$828K -$239K -4,912 -22%
SP
1606
Successful Portfolios
Florida
$828K -$7.83K -161 -0.9%
LCM
1607
Leisure Capital Management
California
$826K +$42.4K +871 +5%
TC
1608
Trust Company
Kansas
$824K -$55K -1,131 -6%
EA
1609
Elm Advisors
California
$824K +$12.7K +260 +2%
IDBONY
1610
Israel Discount Bank of New York
New York
$823K +$33.1K +680 +4%
CW
1611
Cobiz Wealth
Colorado
$812K – – –
1WA
1612
180 Wealth Advisors
Washington
$808K -$683K -14,031 -45%
FF
1613
Fluent Financial
Texas
$808K +$31.6K +649 +4%
MWPCG
1614
Measured Wealth Private Client Group
New Hampshire
$805K -$2K -41 -0.2%
MCWS
1615
McKinley Carter Wealth Services
West Virginia
$804K +$111K +2,287 +16%
IC
1616
InterOcean Capital
Illinois
$801K -$320K -6,569 -28%
FPCP
1617
Fort Point Capital Partners
California
$801K +$231K +4,738 +39%
WPW
1618
Winthrop Partners - WNY
New York
$800K – – –
BLAM
1619
Bourne Lent Asset Management
New York
$799K – – –
PAIM
1620
Punch & Associates Investment Management
Minnesota
$799K – – –
GWS
1621
Glassman Wealth Services
Virginia
$797K -$1.17K -24 -0.1%
UCMOK
1622
United Capital Management of KS
Kansas
$797K +$840K +17,260 New
BIM
1623
Baldwin Investment Management
Pennsylvania
$795K -$17K -349 -2%
TCOO
1624
Trust Company of Oklahoma
Oklahoma
$792K +$81.2K +1,669 +11%
CCG
1625
Chatham Capital Group
Georgia
$784K – – –
63 64
65
66 67