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PYPL

Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1501
Platform Technology Partners
New York
$577K +$458K +3,314 New
SCP
1502
Stamos Capital Partners
California
$575K -$1.29M -9,353 -74%
TAM
1503
Trust Asset Management
Texas
$575K +$456K +3,300 New
MSR
1504
Main Street Research
Connecticut
$574K -$125K -902 -22%
PPP
1505
Private Portfolio Partners
New Jersey
$573K -$956K -6,918 -68%
RHBC
1506
R.H. Bluestein & Co
Michigan
$573K +$32.8K +237 +8%
BC
1507
Burney Company
Virginia
$571K -$20.7K -150 -4%
GW
1508
GW & Wade
Massachusetts
$571K +$35.4K +256 +8%
CWS
1509
Cypress Wealth Services
California
$569K -$1.66K -12 -0.4%
HFG
1510
Heron Financial Group
New York
$567K +$131K +950 +43%
SIAS
1511
Shine Investment Advisory Services
Colorado
$566K -$9.4K -68 -2%
LWM
1512
Laidlaw Wealth Management
New York
$566K +$31.2K +226 +7%
CC
1513
Capital Counsel
New York
$563K – – –
BCA
1514
Berman Capital Advisors
Georgia
$563K +$91.6K +663 +26%
NB
1515
Nicolet Bankshares
Wisconsin
$559K -$10.4K -75 -2%
AWA
1516
ARS Wealth Advisors
Florida
$557K -$7.19K -52 -2%
RA
1517
RFG Advisory
Alabama
$556K -$116K -839 -21%
OAM
1518
Oak Asset Management
California
$554K – – –
FPS
1519
Fieldpoint Private Securities
Connecticut
$554K +$29.7K +215 +7%
CPIG
1520
Chicago Partners Investment Group
Illinois
$549K +$99K +716 +30%
LCP
1521
Legacy Capital Partners
Wisconsin
$547K -$27.6K -200 -6%
OIA
1522
OneDigital Investment Advisors
Kansas
$546K -$39.7K -287 -8%
RPWA
1523
Regent Peak Wealth Advisors
Georgia
$545K +$433K +3,130 New
BRG
1524
Bay Rivers Group
Virginia
$541K -$113K -820 -21%
FI
1525
FormulaFolio Investments
Michigan
$540K +$30.3K +219 +8%
59 60
61
62 63