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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1001
Crestwood Advisors Group
Massachusetts
$228K – – –
BRF
1002
B. Riley Financial
California
$228K +$213K +3,555 New
MFW
1003
Meristem Family Wealth
Minnesota
$228K +$213K +3,557 New
GS
1004
Gagnon Securities
New York
$223K +$208K +3,478 New
SBA
1005
Seven Bridges Advisors
New York
$220K +$206K +3,440 New
NB
1006
Nicolet Bankshares
Wisconsin
$219K +$205K +3,415 New
PCA
1007
Personal Capital Advisors
California
$218K +$204K +3,403 New
CA
1008
Cornerstone Advisory
Maryland
$218K +$204K +3,406 New
PP
1009
PagnatoKarp Partners
Virginia
$214K +$200K +3,334 New
VAM
1010
Visionary Asset Management
Texas
$214K +$201K +3,347 New
BOS
1011
Bank of Stockton
California
$212K +$199K +3,321 New
AAP
1012
Arax Advisory Partners
Colorado
$211K +$779 +13 +0.4%
TCA
1013
Teewinot Capital Advisers
New York
$211K +$198K +3,300 New
AFP
1014
Ausdal Financial Partners
Iowa
$206K +$193K +3,218 New
GIM
1015
Grassi Investment Management
California
$205K +$192K +3,200 New
PL
1016
Parkwood LLC
Ohio
$204K -$146K -2,444 -43%
WP
1017
WMS Partners
Maryland
$204K +$191K +3,186 New
TTWM
1018
TCV Trust & Wealth Management
Virginia
$203K +$190K +3,170 New
CNBT
1019
Canandaigua National Bank & Trust
New York
$202K +$189K +3,160 New
FAB
1020
First American Bank
Illinois
$200K -$100K -1,675 -35%
LC
1021
LCNB Corp
Ohio
$200K +$188K +3,133 New
CFA
1022
Carroll Financial Associates
North Carolina
$197K +$28.8K +480 +19%
AFNAS
1023
American Financial Network Advisory Services
California
$188K +$176K +2,939 New
HFM
1024
Harvest Fund Management
China
$183K – – –
VFA
1025
Valeo Financial Advisors
Indiana
$172K +$161K +2,686 New