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Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1251
Clean Yield Group
Vermont
$472K – – –
RIA
1252
Regal Investment Advisors
Michigan
$472K +$25K +291 +6%
BIAS
1253
Beacon Investment Advisory Services
New Jersey
$471K -$5.57K -65 -1%
LCH
1254
Lee Capital Holdings
New York
$470K – – –
GPCM
1255
Granite Point Capital Management
Massachusetts
$470K +$429K +5,000 New
LWM
1256
Lenox Wealth Management
Ohio
$468K +$46.8K +546 +12%
MA
1257
Mutual Advisors
Nebraska
$468K +$59.2K +690 +16%
VLC
1258
Van Leeuwen & Company
New Jersey
$465K -$77.2K -900 -15%
HCM
1259
Hollencrest Capital Management
California
$465K +$211K +2,456 +99%
VFA
1260
Valeo Financial Advisors
Indiana
$464K +$6K +70 +1%
FSC
1261
Full Sail Capital
Oklahoma
$464K +$62.9K +733 +17%
RIA
1262
Realta Investment Advisors
Delaware
$459K +$71.3K +831 +21%
BPA
1263
Beacon Pointe Advisors
California
$458K -$299K -3,484 -42%
PCG
1264
Private Capital Group
Connecticut
$457K +$49.1K +572 +13%
SMG
1265
Spectrum Management Group
Indiana
$456K – – –
C
1266
Cerebellum
California
$456K +$57.5K +670 +16%
MWA
1267
Meridian Wealth Advisors
Texas
$456K +$416K +4,853 New
VIM
1268
Veritas Investment Management
United Kingdom
$452K +$292K +3,400 +240%
SCA
1269
Snowden Capital Advisors
New York
$452K -$10.4K -121 -2%
ZAM
1270
Zevin Asset Management
Massachusetts
$451K – – –
TFO
1271
Tarbox Family Office
California
$448K – – –
BWL
1272
Bogart Wealth LLC
Virginia
$448K +$34.6K +404 +9%
LDB
1273
Lee, Danner & Bass
Tennessee
$447K -$60K -700 -13%
CWP
1274
Capital Wealth Planning
Florida
$444K +$6.69K +78 +2%
PAS
1275
Partnervest Advisory Services
California
$443K +$159K +1,850 +65%
49 50
51
52 53