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Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
1751
New Jersey Better Educational Savings Trust
New Jersey
$806K +$254K +5,000 +50%
CC
1752
Cypress Capital
Tennessee
$805K +$55.1K +1,087 +8%
AIIMS
1753
Analyst IMS Investment Management Services
Israel
$803K -$759K -14,955 -50%
PAS
1754
Partnervest Advisory Services
California
$803K -$362K -7,139 -32%
COI
1755
Capital One Investing
Virginia
$802K +$35.5K +700 +5%
SAM
1756
SignalPoint Asset Management
Missouri
$797K +$1.88K +37 +0.3%
NHC
1757
Nicholas Hoffman & Company
Georgia
$793K -$47.2K -931 -6%
TI
1758
Trexquant Investment
Connecticut
$792K +$748K +14,748 New
RVPG
1759
Relative Value Partners Group
$789K +$10.1K +200 +1%
DAC
1760
Dividend Assets Capital
South Carolina
$788K +$41.1K +810 +6%
PPP
1761
Private Portfolio Partners
New Jersey
$787K +$28.1K +554 +4%
PMG
1762
ProVise Management Group
Florida
$786K -$257K -5,073 -26%
TCPWM
1763
Traverso Chambers Private Wealth Management
California
$786K -$8.12K -160 -1%
EHWM
1764
Eads & Heald Wealth Management
Georgia
$786K +$118K +2,325 +19%
SC
1765
Scholtz & Company
Connecticut
$784K +$24.3K +480 +3%
DSAM
1766
Dock Street Asset Management
Florida
$781K -$76.1K -1,500 -9%
CWA
1767
Cypress Wealth Advisors
California
$781K -$60K -1,182 -8%
BFC
1768
Blue Fin Capital
Rhode Island
$772K +$6.14K +121 +0.8%
SXL
1769
Summit X LLC
Missouri
$771K -$4.67K -92 -0.6%
BCC
1770
Baines Creek Capital
Texas
$770K -$661K -13,039 -48%
FFG
1771
Frisch Financial Group
New York
$770K -$20.7K -408 -3%
BIA
1772
BHK Investment Advisors
Alabama
$769K +$328K +6,467 +82%
PP
1773
PagnatoKarp Partners
Virginia
$760K -$12.4K -245 -2%
SWRP
1774
Summit Wealth & Retirement Planning
California
$760K -$6.59K -130 -0.9%
NFG
1775
Nadler Financial Group
Illinois
$758K -$114K -2,250 -14%
69 70
71
72 73