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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1701
DCM Advisors
New York
$761K +$673K +3,249 New
PPP
1702
Private Portfolio Partners
New Jersey
$757K -$22K -106 -3%
EIM
1703
Essex Investment Management
Massachusetts
$757K -$198K -957 -23%
CC
1704
Capital Counsel
New York
$756K – – –
FFA
1705
Founders Financial Alliance
North Carolina
$752K +$84.7K +409 +15%
PSP
1706
Principal Street Partners
Tennessee
$752K +$408K +1,970 +159%
BP
1707
BBR Partners
New York
$750K +$91.2K +440 +16%
KJHP
1708
K.J. Harrison & Partners
Ontario, Canada
$749K +$20.7K +100 +3%
OAM
1709
Oak Asset Management
California
$746K – – –
PWA
1710
Physician Wealth Advisors
Utah
$745K +$34.4K +166 +7%
HCM
1711
Howard Capital Management
Georgia
$744K -$366K -1,768 -37%
CCG
1712
Capital CS Group
California
$740K +$655K +3,160 New
WA1
1713
Wimmer Associates 1
California
$738K – – –
HPC
1714
Hobart Private Capital
North Carolina
$734K +$57.4K +277 +10%
HAIM
1715
Hunter Associates Investment Management
Pennsylvania
$731K +$71.1K +343 +12%
CCT
1716
Capital City Trust
Florida
$727K -$75K -362 -10%
NSIM
1717
North Star Investment Management
Illinois
$727K +$7.87K +38 +1%
SOAMC
1718
Spirit of America Management Corp
New York
$726K – – –
HIC
1719
Holderness Investments Company
North Carolina
$725K +$414 +2 +0.1%
SWA
1720
Stratos Wealth Advisors
Ohio
$723K +$43.5K +210 +7%
GDP
1721
Great Diamond Partners
Maine
$722K +$31.7K +153 +5%
EP
1722
Eudaimonia Partners
Tennessee
$722K +$48.3K +233 +8%
HCM
1723
Hall Capital Management
Rhode Island
$719K +$90.1K +435 +17%
FWM
1724
Foresight Wealth Management
Utah
$718K -$108K -520 -15%
OCM
1725
Orchard Capital Management
Illinois
$717K +$634K +3,060 New
67 68
69
70 71