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Name Holding Trade Value Shares
Change 		Change in
Stake
CPIG
1426
Chicago Partners Investment Group
Illinois
$567K -$153K -3,336 -21%
PGWM
1427
Parisi Gray Wealth Management
New Jersey
$566K +$571K +12,431 New
FC
1428
Forte Capital
New York
$562K -$45K -980 -7%
AAM
1429
Aureus Asset Management
Massachusetts
$562K – – –
KLWA
1430
Kelly Lawrence W & Associates
California
$561K -$64.4K -1,400 -10%
BBP
1431
Banco BTG Pactual
Brazil
$558K +$559K +12,160 New
FIAS
1432
FinTrust Investment Advisory Services
South Carolina
$555K -$17.6K -382 -3%
RTS
1433
Round Table Services
New Jersey
$551K +$2.94K +64 +0.5%
CT
1434
Coastline Trust
Rhode Island
$543K -$6.89K -150 -1%
VAS
1435
Valicenti Advisory Services
New York
$542K -$38.1K -829 -7%
CAM
1436
Cubic Asset Management
Massachusetts
$541K – – –
HJGA
1437
Hardman Johnston Global Advisors
Connecticut
$541K – – –
AZA
1438
Arthur Zaske & Associates
Michigan
$540K – – –
CL
1439
CPWM LLC
Washington
$540K +$12K +262 +2%
CRIG
1440
Charter Research & Investment Group
Connecticut
$539K +$540K +11,750 New
HFM
1441
Hartford Financial Management
Connecticut
$536K – – –
CCM
1442
CrestPoint Capital Management
Missouri
$532K -$938K -20,400 -64%
SSWM
1443
Sheets Smith Wealth Management
North Carolina
$532K +$5.7K +124 +1%
GG
1444
Greenwood Gearhart
Arkansas
$531K +$1.38K +30 +0.3%
WP
1445
WealthPLAN Partners
Nebraska
$531K +$79.1K +1,721 +17%
HAIM
1446
Hunter Associates Investment Management
Pennsylvania
$530K -$46K -1,000 -8%
VFPI
1447
Vantage Financial Partners (Illinois)
Illinois
$530K – – –
SCI
1448
Stableford Capital II
Arizona
$530K +$60.5K +1,316 +13%
DWT
1449
Dorsey & Whitney Trust
South Dakota
$528K -$33.8K -736 -6%
AWM
1450
Aries Wealth Management
Maine
$527K +$514K +11,180 New
56 57
58
59 60