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Name Holding Trade Value Shares
Change 		Change in
Stake
PCAP
1426
Pratt Collard Advisory Partners
New York
$671K – – –
PSG
1427
Planning Solutions Group
Maryland
$671K +$217K +4,648 +48%
CL
1428
CPWM LLC
Washington
$670K -$17.8K -381 -3%
AWM
1429
Altavista Wealth Management
North Carolina
$669K – – –
MTIM
1430
Marathon Trading Investment Management
Pennsylvania
$665K +$664K +14,200 New
CPIG
1431
Chicago Partners Investment Group
Illinois
$662K +$21.6K +462 +3%
HC
1432
Hendley & Co
Ohio
$661K – – –
BWL
1433
Bogart Wealth LLC
Virginia
$661K +$25.4K +543 +4%
MWM
1434
Modera Wealth Management
New Jersey
$661K +$128K +2,745 +24%
AB
1435
AT Bancorp
Iowa
$660K – – –
JSL
1436
JT Stratford LLC
Georgia
$658K -$44.9K -961 -6%
SC
1437
Saybrook Capital
North Carolina
$657K -$55.2K -1,180 -8%
AAP
1438
Aristotle Atlantic Partners
Florida
$656K -$46.8K -1,000 -7%
LA
1439
LexAurum Advisors
Kansas
$655K -$20.1K -430 -3%
AG
1440
AlphaSimPlex Group
Massachusetts
$652K +$651K +13,922 New
JFGIW
1441
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$651K +$20.3K +434 +3%
BCA
1442
Berman Capital Advisors
Georgia
$651K +$23.5K +502 +4%
SXL
1443
Summit X LLC
Missouri
$650K -$7.34K -157 -1%
EWF
1444
Epstein & White Financial
California
$646K +$190K +4,071 +42%
WP
1445
WealthPLAN Partners
Nebraska
$645K +$8.32K +178 +1%
PIP
1446
Peachtree Investment Partners
Florida
$642K -$7.02K -150 -1%
DCM
1447
Donaldson Capital Management
Indiana
$640K -$225K -4,813 -26%
WWM
1448
Windsor Wealth Management
Indiana
$640K -$702 -15 -0.1%
CA
1449
Calton & Associates
Florida
$639K +$29.4K +629 +5%
CWP
1450
Capital Wealth Planning
Florida
$638K +$214K +4,580 +51%
56 57
58
59 60