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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1126
Bluefin Capital Management
New York
$288K -$667K -19,250 -70%
CWS
1127
Cypress Wealth Services
California
$287K -$2.43K -70 -0.9%
AAM
1128
Aureus Asset Management
Massachusetts
$287K -$2.08K -60 -0.7%
WCA
1129
Westover Capital Advisors
Delaware
$287K – – –
ISL
1130
Ingalls & Snyder LLC
New York
$287K +$2.43K +70 +0.9%
FI
1131
Financial Insights
Washington
$285K – – –
TCM
1132
TD Capital Management
Tennessee
$285K – – –
JC
1133
Jacobs & Co
California
$284K +$6.24K +180 +2%
EWM
1134
Elite Wealth Management
Washington
$282K -$4.11M -118,430 -94%
AJ
1135
Ashburton (Jersey)
Jersey
$282K – – –
CCMW
1136
Cypress Capital Management (Wyoming)
Wyoming
$282K – – –
BCM
1137
BTC Capital Management
Iowa
$279K -$43K -1,240 -14%
RWA
1138
River Wealth Advisors
Pennsylvania
$279K -$3.81K -110 -1%
CIP
1139
Convergence Investment Partners
Florida
$279K +$271K +7,830 New
DWT
1140
Dorsey & Whitney Trust
South Dakota
$277K +$269K +7,770 New
WA
1141
Wealth Architects
California
$276K +$268K +7,740 New
AF
1142
Allworth Financial
California
$275K -$2.77K -80 -1%
AI
1143
Accredited Investors
Minnesota
$274K +$267K +7,690 New
JFGIW
1144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$273K -$12.1K -350 -4%
JAFL
1145
Jay A. Fishman Ltd
Michigan
$273K +$265K +7,650 New
FPCG
1146
Fort Pitt Capital Group
Pennsylvania
$272K -$809K -23,350 -75%
TCM
1147
Tufton Capital Management
Maryland
$272K – – –
LJAC
1148
L.J. Altfest & Co
New York
$272K +$1.73K +50 +0.6%
ATFA
1149
All Terrain Financial Advisors
Minnesota
$271K – – –
PCG
1150
Private Capital Group
Connecticut
$271K +$46.8K +1,350 +22%
44 45
46
47 48