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Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1951
One Charles Private Wealth Services
Massachusetts
$215K +$220K +5,814 New
SRC
1952
Sage Rhino Capital
California
$214K +$219K +5,811 New
PS
1953
Planned Solutions
California
$214K -$32.3K -855 -13%
CWS
1954
Cypress Wealth Services
California
$214K +$219K +5,792 New
MAM
1955
Mainsail Asset Management
Alabama
$214K +$219K +5,789 New
GIP
1956
Granite Investment Partners
California
$213K +$218K +5,764 New
VAG
1957
VisionPoint Advisory Group
Texas
$212K +$217K +5,755 New
CFC
1958
Coyle Financial Counsel
Illinois
$212K +$217K +5,748 New
CAI
1959
Capital Advisors Inc
Oklahoma
$212K -$57.7K -1,529 -21%
JWM
1960
Jackson Wealth Management
Florida
$212K +$217K +5,751 New
CWM
1961
Circle Wealth Management
New Jersey
$212K +$217K +5,744 New
RPSA
1962
Richard P. Slaughter Associates
Texas
$211K -$11.2K -297 -5%
PFP
1963
Paragon Financial Partners
California
$211K +$216K +5,720 New
OAM
1964
Occidental Asset Management
California
$210K +$215K +5,704 New
LC
1965
Lawood & Co
Pennsylvania
$210K +$215K +5,700 New
NRG
1966
Nemes Rush Group
Michigan
$210K +$46.6K +1,233 +28%
VCM
1967
Virtue Capital Management
Tennessee
$210K +$201K +5,334 New
PTP
1968
Platform Technology Partners
New York
$210K -$99K -2,621 -32%
MA
1969
MKT Advisors
California
$210K +$201K +5,327 New
FNB
1970
Farmers National Bank
Kentucky
$210K -$125K -3,302 -37%
FOA
1971
Five Oceans Advisors
California
$209K +$214K +5,676 New
WC
1972
Weil Company
California
$209K +$214K +5,676 New
IIA
1973
IPG Investment Advisors
California
$209K +$214K +5,675 New
AA
1974
Apriem Advisors
California
$209K -$41.5K -1,100 -16%
FFWM
1975
Future Financial Wealth Management
Ohio
$209K -$174K -4,600 -52%
77 78
79
80 81