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Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
1601
Legacy Capital Partners
Wisconsin
$773K -$221K -1,525 -21%
MCM
1602
Manchester Capital Management
Vermont
$768K +$23.2K +160 +4%
OFW
1603
Omnia Family Wealth
Florida
$767K -$275K -1,899 -25%
FFA
1604
Fragasso Financial Advisors
Pennsylvania
$767K -$200K -1,383 -19%
SIM
1605
SSI Investment Management
California
$766K -$2.75K -19 -0.3%
RCA
1606
Rowland Carmichael Advisors
Arizona
$765K +$135K +930 +19%
FCA
1607
FinTrust Capital Advisors
South Carolina
$764K +$845K +5,834 New
WAG
1608
Winthrop Advisory Group
Massachusetts
$761K +$26.1K +180 +3%
BPWA
1609
Beacon Pointe Wealth Advisors
California
$760K +$839K +5,794 New
BWCS
1610
Beirne Wealth Consulting Services
Connecticut
$760K +$840K +5,800 New
SGAM
1611
Steinberg Global Asset Management
Florida
$758K +$41.1K +284 +5%
FIA
1612
Foundations Investment Advisors
Arizona
$757K +$117K +805 +22%
BCP
1613
Berkeley Capital Partners
Georgia
$754K +$8.28M +57,186 New
MCWS
1614
McKinley Carter Wealth Services
West Virginia
$752K -$43.8K -302 -5%
CNC
1615
Citizens & Northern Corp
Pennsylvania
$751K -$642K -4,434 -44%
BPCA
1616
Bank Pictet & Cie (Asia)
Singapore
$751K -$66.2K -457 -7%
GFP
1617
Gryphon Financial Partners
Ohio
$750K -$104K -717 -11%
SIG
1618
Sargent Investment Group
Maryland
$749K +$827K +5,711 New
TA
1619
Townsend & Associates
Colorado
$748K +$74.8K +516 +10%
WGCA
1620
Wolf Group Capital Advisors
Virginia
$746K +$5.79K +40 +0.7%
PA
1621
PFG Advisors
Arizona
$746K +$655K +4,523 New
DACG
1622
Donor Advised Charitable Giving
California
$745K -$54.5K -376 -6%
MC
1623
Miles Capital
Iowa
$744K +$1.45K +10 +0.2%
DWM
1624
Dakota Wealth Management
Florida
$740K +$97.5K +673 +15%
TEC
1625
Tiger Eye Capital
Tennessee
$739K – – –
63 64
65
66 67