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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1251
Fort Point Capital Partners
California
$251K -$301K -4,270 -58%
RIA
1252
Regal Investment Advisors
Michigan
$251K -$99.8K -1,417 -31%
WOC
1253
West Oak Capital
California
$250K -$23.2K -330 -10%
TH
1254
Timber Hill
Connecticut
$248K -$228K -3,242 -51%
LA
1255
Lynch & Associates
Indiana
$248K +$5.14K +73 +2%
MGAM
1256
McGowan Group Asset Management
Texas
$247K – – –
SCA
1257
STALEY CAPITAL ADVISERS
Pennsylvania
$247K – – –
OCM
1258
One Capital Management
California
$243K -$21.1K -300 -9%
CS
1259
Cannell & Spears
New York
$243K +$215K +3,045 New
BAM
1260
Berkshire Asset Management
Pennsylvania
$243K +$215K +3,053 New
BFC
1261
Bedel Financial Consulting
Indiana
$242K +$11.8K +167 +6%
QIM
1262
Quest Investment Management
Oregon
$241K – – –
SPC
1263
Stewart & Patten Company
California
$241K +$70 +1 +0%
GKWIM
1264
Gerber Kawasaki Wealth & Investment Management
California
$240K -$5.99K -85 -3%
PFGIA
1265
Patriot Financial Group Insurance Agency
Massachusetts
$240K -$5.5K -78 -3%
WPC
1266
White Pine Capital
Minnesota
$240K +$212K +3,010 New
MFG
1267
Monte Financial Group
Connecticut
$239K -$317K -4,495 -60%
TA
1268
Tiedemann Advisors
New York
$239K +$211K +2,997 New
SBWM
1269
Sunflower Bank Wealth Management
Arizona
$238K +$211K +2,990 New
WKWM
1270
Walter & Keenan Wealth Management
Indiana
$237K +$210K +2,980 New
IB
1271
Intrust Bank
Kansas
$236K +$209K +2,961 New
MPWT
1272
MassMutual Private Wealth & Trust
Connecticut
$236K +$9.51K +135 +5%
DC
1273
DeDora Capital
California
$235K +$208K +2,952 New
NFC
1274
Northeast Financial Consultants
Connecticut
$235K +$208K +2,952 New
SIG
1275
Sky Investment Group
Connecticut
$233K -$9.86K -140 -5%
49 50
51
52 53