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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1751
CFO4Life Group
Texas
$252K +$6.8K +148 +3%
CYG
1752
Clean Yield Group
Vermont
$250K – – –
GAM
1753
Gould Asset Management
California
$248K -$260K -5,650 -51%
TSWM
1754
Triangle Securities Wealth Management
North Carolina
$248K -$15.4K -334 -6%
NSB
1755
Norway Savings Bank
Maine
$248K – – –
ACP
1756
Aveo Capital Partners
Colorado
$247K – – –
MWM
1757
Meridian Wealth Management
Kentucky
$246K +$10.7K +233 +5%
BCM
1758
Breiter Capital Management
Florida
$245K +$245K +5,335 New
DWM
1759
Darwin Wealth Management
Florida
$245K +$246K +5,360 New
BRF
1760
B. Riley Financial
California
$244K -$2.3K -50 -0.9%
PBO
1761
Peoples Bank (Ohio)
Ohio
$242K – – –
CFP
1762
Cornerstone Financial Partners
North Carolina
$242K +$242K +5,268 New
PAG
1763
Pinnacle Advisory Group
Maryland
$241K -$43.1K -937 -15%
1IA
1764
1834 Investment Advisors
Wisconsin
$241K +$241K +5,251 New
CW
1765
Cobiz Wealth
Colorado
$239K – – –
VST
1766
Van Strum & Towne
California
$239K – – –
MCMT
1767
Moon Capital Management (Tennessee)
Tennessee
$238K +$276 +6 +0.1%
MCA
1768
Morris Capital Advisors
Pennsylvania
$237K – – –
CWM
1769
Concentric Wealth Management
California
$235K – – –
CIP
1770
Capital Insight Partners
Arizona
$234K -$1.15K -25 -0.5%
TIM
1771
Tortoise Investment Management
New York
$233K -$50K -1,088 -18%
BWM
1772
Baystate Wealth Management
Massachusetts
$233K -$46 -1 -0%
MCM
1773
McRae Capital Management
New Jersey
$233K – – –
KWM
1774
Kingsview Wealth Management
Oregon
$233K +$234K +5,087 New
SEIA
1775
Signature Estate & Investment Advisors
California
$231K -$1.29K -28 -0.6%
69 70
71
72 73