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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
2951
Cassady Schiller Wealth Management
Ohio
$117K – – –
CM
2952
Capula Management
Cayman Islands
$117K +$121K +266 New
WTA
2953
Washington Trust Advisors
Massachusetts
$115K +$24.1K +53 +25%
GC
2954
Garde Capital
Washington
$115K – – –
MWM
2955
Mascoma Wealth Management
New Hampshire
$115K +$75.2K +165 +174%
S
2956
Sachetta
Massachusetts
$114K +$26K +57 +29%
CC
2957
Cypress Capital
Tennessee
$109K -$269K -591 -70%
PO
2958
Private Ocean
California
$109K -$90.7K -199 -45%
RI
2959
Ridgewood Investments
New Jersey
$103K +$107K +234 New
BLC
2960
Brown, Lisle/Cummings
Rhode Island
$101K – – –
KFS
2961
Kelly Financial Services
Massachusetts
$99.1K +$456 +1 +0.4%
RDFA
2962
Ritter Daniher Financial Advisory
Ohio
$98.8K – – –
PCA
2963
Providence Capital Advisors
North Carolina
$97.9K – – –
HWM
2964
HighMark Wealth Management
Minnesota
$96.8K – – –
FPF
2965
First Pacific Financial
Washington
$96K -$8.2K -18 -8%
TIM
2966
Tortoise Investment Management
New York
$92.2K +$7.74K +17 +9%
EWP
2967
Elevation Wealth Partners
California
$92K -$5.47K -12 -5%
PP
2968
PFS Partners
New Jersey
$90.6K – – –
GWP
2969
Gen-Wealth Partners
Michigan
$90.4K +$2.28K +5 +3%
FC
2970
Fairscale Capital
New Hampshire
$90K +$92.5K +203 New
EA
2971
Evolution Advisers
Virginia
$90K – – –
CPG
2972
Custom Portfolio Group
Colorado
$88.2K – – –
MSG
2973
Main Street Group
Virginia
$86.6K – – –
DCM
2974
Davis Capital Management
Florida
$86.2K – – –
HGA
2975
Hobbs Group Advisors
South Carolina
$86.1K +$88.8K +195 New
117 118
119
120 121