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Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
1426
Northstar Wealth Partners
Connecticut
$264K +$172 +2 +0.1%
BAM
1427
Berkshire Asset Management
Pennsylvania
$263K -$31.9K -372 -12%
DOA
1428
D'Orazio & Associates
Virginia
$262K – – –
CAN
1429
Claraphi Advisory Network
United States
$261K -$3.34K -39 -1%
1IA
1430
1834 Investment Advisors
Wisconsin
$260K – – –
CFGS
1431
Concourse Financial Group Securities
Alabama
$258K -$79.1K -922 -25%
APG
1432
Abacus Planning Group
South Carolina
$258K +$236K +2,748 New
HIS
1433
Harvest Investment Services
Illinois
$258K +$240K +2,801 New
WSTAM
1434
Wilbanks Smith & Thomas Asset Management
Virginia
$255K -$83.6K -975 -26%
WOC
1435
West Oak Capital
California
$255K – – –
GAG
1436
GM Advisory Group
New York
$254K – – –
MIM
1437
Marco Investment Management
Georgia
$254K +$8.58K +100 +4%
FFG
1438
Frisch Financial Group
New York
$253K -$21.9K -255 -9%
MCM
1439
Monarch Capital Management
Indiana
$253K -$4.46K -52 -2%
FAG
1440
Financial Advisory Group
Texas
$252K – – –
TCM
1441
Traynor Capital Management
Pennsylvania
$252K +$231K +2,692 New
VIA
1442
Vident Investment Advisory
Georgia
$250K -$94.8K -1,105 -29%
GAM
1443
Gould Asset Management
California
$248K -$47.3K -552 -17%
SWA
1444
Stratos Wealth Advisors
Ohio
$248K -$25.6K -298 -10%
MRCM
1445
M&R Capital Management
New Jersey
$248K -$6.86K -80 -3%
MFG
1446
MidWestOne Financial Group
Iowa
$248K – – –
LF
1447
Lantz Financial
Illinois
$248K +$8.49K +99 +4%
HT
1448
Heritage Trust
Oklahoma
$248K +$226K +2,636 New
SHA
1449
Seneca House Advisors
Virginia
$247K – – –
CHC
1450
City Holding Co
West Virginia
$246K – – –
56 57
58
59 60