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Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
1751
Opus Capital Group
Ohio
$340K +$60.5K +1,235 +23%
IIA
1752
IPG Investment Advisors
California
$340K – – –
PI
1753
Pettee Investors
Connecticut
$339K – – –
LSPW
1754
Lake Street Private Wealth
Illinois
$338K +$325K +6,634 New
SWRP
1755
Summit Wealth & Retirement Planning
California
$335K – – –
GIP
1756
Granite Investment Partners
California
$332K -$15.6K -318 -5%
KL
1757
KWMG LLC
Kansas
$332K +$2.3K +47 +0.7%
SCM
1758
Sterneck Capital Management
Missouri
$331K – – –
TFO
1759
Tarbox Family Office
California
$330K -$32.3K -659 -9%
QPWM
1760
Quadrant Private Wealth Management
Pennsylvania
$330K +$5.68K +116 +2%
FAG
1761
Financial Advisory Group
Texas
$330K +$78.4K +1,600 +34%
MIC
1762
Meridian Investment Counsel
California
$328K +$2.3K +47 +0.7%
GAM
1763
Garrison Asset Management
Arkansas
$326K -$24.2K -493 -7%
ACP
1764
Aviance Capital Partners
Florida
$326K -$3.77K -77 -1%
AAM
1765
American Asset Management
Florida
$326K -$882 -18 -0.3%
SCM
1766
Silvant Capital Management
Georgia
$326K – – –
VLC
1767
Van Leeuwen & Company
New Jersey
$325K +$7.6K +155 +2%
SAM
1768
SignalPoint Asset Management
Missouri
$323K -$33.8K -689 -10%
IFAM
1769
Institutional & Family Asset Management
Colorado
$321K -$23K -470 -7%
ACH
1770
ArrowMark Colorado Holdings
Colorado
$320K – – –
NAM
1771
North American Management
Massachusetts
$320K +$5.29K +108 +2%
SMFS
1772
Squar Milner Financial Services
California
$318K +$62.8K +1,281 +26%
LB
1773
Legacy Bridge
Iowa
$317K – – –
PFO
1774
Pathstone Family Office
New Jersey
$316K -$18.6K -380 -6%
GAG
1775
GM Advisory Group
New York
$316K – – –
69 70
71
72 73