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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1826
Circle Wealth Management
New Jersey
$556K -$133K -834 -20%
VNA
1827
Valley National Advisers
Pennsylvania
$556K -$39.9K -251 -7%
LWM
1828
Liberty Wealth Management
California
$556K +$47.7K +300 +10%
CFA
1829
Carroll Financial Associates
North Carolina
$556K +$162K +1,016 +44%
WOC
1830
West Oak Capital
California
$553K -$9.54K -60 -2%
OFG
1831
OmniStar Financial Group
North Carolina
$553K +$43.7K +275 +9%
AFM
1832
Andesa Financial Management
Pennsylvania
$552K +$524K +3,298 New
KTC
1833
Kistler-Tiffany Companies
Pennsylvania
$551K -$3.02K -19 -0.6%
MCA
1834
Morris Capital Advisors
Pennsylvania
$550K -$2.07K -13 -0.4%
SRC
1835
Sage Rhino Capital
California
$547K +$522K +3,283 New
GIM
1836
Guild Investment Management
California
$543K – – –
GIM
1837
Grassi Investment Management
California
$542K -$1.01M -6,375 -66%
DCM
1838
Dimension Capital Management
Florida
$541K +$6.36K +40 +1%
TCM
1839
Telos Capital Management
California
$536K -$312K -1,963 -38%
DBIA
1840
Dumont & Blake Investment Advisors
New Jersey
$536K +$27K +170 +6%
HIC
1841
Hartline Investment Corp
Illinois
$536K +$31.8K +200 +7%
PSG
1842
Planning Solutions Group
Maryland
$535K +$55.2K +347 +12%
LMAM
1843
Legg Mason Asset Management
Japan
$534K -$15.9K -100 -3%
SKK
1844
Shepherd Kaplan Krochuk
Massachusetts
$534K – – –
DTL
1845
Dynamic Technology Lab
Singapore
$530K -$1.96M -12,318 -79%
WP
1846
WealthSource Partners
California
$530K +$1.43K +9 +0.3%
WF
1847
WoodTrust Financial
Wisconsin
$529K +$3.66K +23 +0.7%
TFCP
1848
Twin Focus Capital Partners
Massachusetts
$526K +$48.5K +305 +11%
OAM
1849
Oak Asset Management
California
$524K -$29.4K -185 -6%
AIP
1850
Ahrens Investment Partners
Louisiana
$523K -$19.9K -125 -4%
72 73
74
75 76