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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1101
Cedar Brook Financial Partners
Ohio
$318K +$656 +5 +0.2%
MA
1102
MJP Associates
Connecticut
$317K +$30.9K +235 +10%
PWP
1103
Perfromance Wealth Partners
Illinois
$317K +$320K +2,440 New
SCA
1104
Sandy Cove Advisors
Massachusetts
$317K +$320K +2,440 New
APW
1105
Austin Private Wealth
Texas
$317K +$321K +2,445 New
CFA
1106
Cahill Financial Advisors
Minnesota
$315K -$1.97K -15 -0.6%
KP
1107
Keel Point
Alabama
$315K +$34.1K +260 +12%
KAM
1108
Knightsbridge Asset Management
California
$314K – – –
ASGS
1109
Alpha Square Group S
New York
$312K +$315K +2,400 New
PCA
1110
Personal Capital Advisors
California
$310K -$4.59K -35 -1%
OWM
1111
Opes Wealth Management
California
$310K – – –
FAG
1112
Fortitude Advisory Group
Washington
$310K +$314K +2,390 New
MIP
1113
Marietta Investment Partners
Wisconsin
$308K – – –
RFO
1114
RiverGlades Family Offices
Florida
$308K – – –
OR
1115
Olympiad Research
Connecticut
$308K +$311K +2,370 New
FP
1116
Financial Perspectives
Minnesota
$308K – – –
MC
1117
Moors & Cabot
Massachusetts
$304K +$80.7K +615 +36%
CFA
1118
Carroll Financial Associates
North Carolina
$303K -$102K -780 -25%
HIC
1119
Holderness Investments Company
North Carolina
$303K – – –
EWM
1120
EPG Wealth Management
Georgia
$303K +$4.59K +35 +2%
NDSI
1121
Newman Dignan & Sheerar Inc
Rhode Island
$302K -$38.7K -295 -11%
SBIA
1122
Sheaff Brock Investment Advisors
Indiana
$302K -$12.5K -95 -4%
IIC
1123
Integrated Investment Consultants
Michigan
$302K +$5.25K +40 +2%
CWM
1124
Congress Wealth Management
Massachusetts
$299K +$302K +2,300 New
OFS
1125
Orrstown Financial Services
Pennsylvania
$299K +$343K +2,610 New
43 44
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46 47