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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
2051
Cascade Investment Group
Colorado
$804K -$32.8K -324 -5%
FPCP
2052
Fort Point Capital Partners
California
$804K +$9.61K +95 +2%
OCPWS
2053
One Charles Private Wealth Services
Massachusetts
$800K -$3.84K -38 -0.7%
PWM
2054
Parkshore Wealth Management
California
$800K -$449K -4,440 -44%
IFS
2055
Ifrah Financial Services
Arkansas
$798K -$63.3K -626 -10%
SFG
2056
Stonebridge Financial Group
California
$798K +$578K +5,719 New
LTM
2057
Lotus Technology Management
Florida
$798K +$578K +5,715 New
JFGLC
2058
Johnson Financial Group LLC (Colorado)
Colorado
$798K +$578K +5,712 New
PAG
2059
Poinciana Advisors Group
Florida
$797K -$255K -2,518 -31%
JMBA
2060
J. M. Brown & Associates
Oklahoma
$796K +$577K +5,704 New
AU
2061
Algebris (UK)
United Kingdom
$794K +$577K +5,702 New
NPT
2062
National Philanthropic Trust
Pennsylvania
$793K +$90.5K +895 +19%
TAM
2063
Trillium Asset Management
Massachusetts
$792K -$4.04K -40 -0.7%
PTB
2064
Pioneer Trust Bank
Oregon
$790K – – –
SWM
2065
Sterling Wealth Management
Illinois
$789K – – –
PWA
2066
Pitcairn Wealth Advisors
Pennsylvania
$788K – – –
TFA
2067
Transamerica Financial Advisors
Florida
$787K +$196K +1,943 +53%
CFM
2068
Compass Financial Management
Florida
$787K +$679K +6,716 New
VIPI
2069
Vista Investment Partners II
Indiana
$786K +$27.4K +271 +5%
TW
2070
Towerpoint Wealth
California
$783K -$404 -4 -0.1%
VCAM
2071
Van Cleef Asset Management
Ohio
$782K – – –
GCM
2072
G2 Capital Management
Ohio
$781K – – –
AF
2073
Apollon Financial
South Carolina
$781K +$6.37K +63 +1%
GWM
2074
GSB Wealth Management
Connecticut
$781K -$98.6K -975 -15%
TWA
2075
Tulsa Wealth Advisors
Oklahoma
$780K +$100K +990 +22%
81 82
83
84 85