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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1826
Ferris Capital
Massachusetts
$969K +$56.9K +294 +7%
IDA
1827
Intelligence Driven Advisers
California
$967K -$6.39K -33 -0.7%
PCP
1828
Proficio Capital Partners
Massachusetts
$967K +$97.6K +504 +12%
CRWM
1829
Castle Rock Wealth Management
California
$963K +$508K +2,625 +130%
BG
1830
Berry Group
Massachusetts
$962K +$908K +4,688 New
BS
1831
Boenning & Scattergood
Pennsylvania
$960K -$67.8K -350 -7%
CFA
1832
Carroll Financial Associates
North Carolina
$955K +$231K +1,192 +34%
MCM
1833
Manchester Capital Management
Vermont
$954K – – –
S
1834
SimplyRich
California
$954K +$47.5K +245 +6%
IA
1835
IFG Advisory
Georgia
$951K +$48.4K +250 +6%
CL
1836
Choreo LLC
Illinois
$950K +$320K +1,651 +55%
PFGIA
1837
Patriot Financial Group Insurance Agency
Massachusetts
$946K +$54.6K +282 +7%
BTW
1838
Boston Trust Walden
Massachusetts
$945K +$54.6K +282 +7%
WAS
1839
Wesleyan Assurance Society
United Kingdom
$943K +$116K +600 +15%
VCM
1840
Verde Capital Management
Michigan
$942K +$889K +4,589 New
SMFG
1841
Sumitomo Mitsui Financial Group
Japan
$936K +$408K +2,104 +88%
NDSI
1842
Newman Dignan & Sheerar Inc
Rhode Island
$934K +$881K +4,549 New
RP
1843
Rice Partnership
Hawaii
$933K +$33.1K +171 +4%
PAM
1844
Pegasus Asset Management
New York
$932K -$21.1K -109 -2%
CAMG
1845
CWA Asset Management Group
Florida
$929K +$30.6K +158 +4%
RSWM
1846
Robertson Stephens Wealth Management
California
$927K -$194K -1,000 -18%
DWM
1847
Dakota Wealth Management
Florida
$922K -$72.4K -374 -8%
ACS
1848
Archford Capital Strategies
Illinois
$920K +$12.2K +63 +1%
STA
1849
Summit Trail Advisors
New York
$911K -$295K -1,523 -26%
BOM
1850
Bank of Marin
California
$911K +$860K +4,440 New
72 73
74
75 76