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Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1026
Pinnacle Wealth Planning Services
Ohio
$1.4M +$261K +4,090 +21%
RE
1027
RBC Europe
United Kingdom
$1.39M -$1.78M -27,890 -55%
WSFS
1028
Wilmington Savings Fund Society
Delaware
$1.39M -$13.4K -210 -0.9%
LCM
1029
Lewis Capital Management
California
$1.39M +$1.47M +23,050 New
SACTSONJ
1030
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.39M – – –
SWIG
1031
Strategic Wealth Investment Group
Kentucky
$1.36M +$39K +610 +3%
SWA
1032
SOA Wealth Advisors
New York
$1.36M +$62.6K +980 +5%
SA
1033
Strategic Advisors
New York
$1.35M +$1.14M +17,850 +391%
CPIG
1034
Chicago Partners Investment Group
Illinois
$1.34M +$224K +3,500 +12%
ESCM
1035
Echo Street Capital Management
New York
$1.34M +$1.42M +22,280 New
BP
1036
Ballentine Partners
Massachusetts
$1.34M +$79.2K +1,240 +6%
PWAG
1037
Polaris Wealth Advisory Group
California
$1.33M +$689K +10,780 +95%
BAAM
1038
Baker Avenue Asset Management
California
$1.33M +$1M +15,680 +243%
HVP
1039
Hudson Value Partners
Florida
$1.33M -$31.9K -500 -2%
IIA
1040
IPG Investment Advisors
California
$1.33M +$17.3K +270 +1%
AIM
1041
Axiom Investment Management
New York
$1.32M -$256K -4,000 -15%
LFA
1042
Laraway Financial Advisors
Minnesota
$1.32M +$1.4M +21,900 New
BLC
1043
Brown, Lisle/Cummings
Rhode Island
$1.31M +$1.39M +21,790 New
ZCA
1044
Zeke Capital Advisors
Pennsylvania
$1.31M -$35.1K -550 -2%
CL
1045
CPWM LLC
Washington
$1.31M – – –
MG
1046
Mather Group
Illinois
$1.31M +$731K +11,440 +112%
WB
1047
WesBanco Bank
West Virginia
$1.3M +$10.9K +170 +0.8%
RWM
1048
Ritholtz Wealth Management
New York
$1.3M +$112K +1,760 +9%
APP
1049
Avantax Planning Partners
Iowa
$1.3M +$297K +4,650 +27%
SOAMC
1050
Spirit of America Management Corp
New York
$1.29M – – –
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