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Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1026
Kings Point Capital Management
New York
$427K +$178K +5,040 +80%
CPC
1027
Consolidated Planning Corp
Georgia
$425K – – –
PWM
1028
PRW Wealth Management
Massachusetts
$425K +$400K +11,310 New
PPP
1029
Private Portfolio Partners
New Jersey
$424K -$15.9K -450 -4%
HPWM
1030
Highland Private Wealth Management
Washington
$424K +$23K +650 +6%
VCP
1031
Verus Capital Partners
Arizona
$423K +$8.49K +240 +2%
PP
1032
PagnatoKarp Partners
Virginia
$422K -$40K -1,130 -9%
LSPW
1033
Lake Street Private Wealth
Illinois
$420K +$5.66K +160 +1%
HAIM
1034
Hunter Associates Investment Management
Pennsylvania
$419K – – –
DWT
1035
Dorsey & Whitney Trust
South Dakota
$418K +$26.5K +750 +7%
EPA
1036
Element Pointe Advisors
Florida
$417K – – –
BWCS
1037
Beirne Wealth Consulting Services
Connecticut
$417K +$28.7K +810 +8%
CFG
1038
Cooper Financial Group
California
$417K +$108K +3,040 +38%
GEA
1039
Glen Eagle Advisors
New Jersey
$416K +$37.9K +1,070 +11%
ACM
1040
AlphaStar Capital Management
North Carolina
$415K -$20.5K -580 -6%
WP
1041
WealthSource Partners
California
$415K -$8.85K -250 -2%
NIM
1042
Northeast Investment Management
Massachusetts
$414K – – –
PGFC
1043
Peapack-Gladstone Financial Corp
New Jersey
$413K -$426K -12,050 -52%
CCM
1044
Cribstone Capital Management
Maine
$411K -$106K -2,990 -21%
BCA
1045
Berman Capital Advisors
Georgia
$411K +$98.7K +2,790 +34%
TCA
1046
Transcend Capital Advisors
New Jersey
$409K +$15.2K +430 +4%
PPW
1047
Parcion Private Wealth
Washington
$409K +$39.3K +1,110 +11%
TCM
1048
Tanaka Capital Management
New York
$407K – – –
ESB
1049
Essex Savings Bank
Connecticut
$407K +$17.3K +490 +5%
SAM
1050
SignalPoint Asset Management
Missouri
$401K -$7.08K -200 -2%
40 41
42
43 44