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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1876
Canopy Partners
Ohio
$4.95M -$48.7K -83 -1%
CA
1877
Cumberland Advisors
Florida
$4.95M – – –
WI
1878
WrapManager Inc
California
$4.94M +$222K +379 +5%
ACM
1879
Ashford Capital Management
Delaware
$4.93M – – –
CFP
1880
Catalyst Financial Partners
Massachusetts
$4.92M +$175K +298 +4%
AWA
1881
Artemis Wealth Advisors
New York
$4.92M +$293K +500 +6%
NAM
1882
NTV Asset Management
West Virginia
$4.92M +$49.3K +84 +1%
VCP
1883
Verus Capital Partners
Arizona
$4.87M +$82.2K +140 +2%
SFGP
1884
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.86M +$4.87M +8,303 New
RCIM
1885
Red Cedar Investment Management
Michigan
$4.86M – – –
SWM
1886
Shepherd Wealth Management
Ohio
$4.86M +$4.87M +8,295 New
SIA
1887
SGL Investment Advisors
Montana
$4.86M +$139K +236 +4%
HCA
1888
Harbour Capital Advisors
Virginia
$4.85M +$98K +167 +2%
NBT
1889
Northwest Bank & Trust
Iowa
$4.85M -$40.5K -69 -0.8%
WBC
1890
West Branch Capital
Massachusetts
$4.85M +$1.22M +2,085 +34%
SIA
1891
Schear Investment Advisers
Ohio
$4.84M +$440K +749 +10%
WC
1892
Waterloo Capital
Texas
$4.84M +$367K +625 +8%
CFP
1893
Comprehensive Financial Planning
Pennsylvania
$4.83M +$4.85M +8,256 New
PWA
1894
Primoris Wealth Advisors
Florida
$4.83M +$694K +1,182 +17%
QT
1895
Quantbot Technologies
New York
$4.83M +$4.2M +7,158 +655%
SA
1896
Strategic Advocates
Utah
$4.82M +$522K +889 +12%
VA
1897
Valmark Advisers
Ohio
$4.82M +$92.7K +158 +2%
HG
1898
Herbst Group
Connecticut
$4.82M -$119K -203 -2%
HZ
1899
Hixon Zuercher
Ohio
$4.81M -$231K -393 -5%
CCM
1900
Cohen Capital Management
California
$4.81M – – –
74 75
76
77 78