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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1151
Capital Investment Advisors
Georgia
$365K +$44.6K +738 +13%
NERM
1152
New England Research & Management
Illinois
$362K -$90.7K -1,500 -19%
CPP
1153
Crow Point Partners
Massachusetts
$362K +$222K +3,671 +145%
MCM
1154
Maryland Capital Management
Maryland
$359K +$49K +810 +15%
WIP
1155
Wellesley Investment Partners
Massachusetts
$351K – – –
LCP
1156
Legacy Capital Partners
Wisconsin
$351K +$363K +6,011 New
BFM
1157
Boston Financial Management
Massachusetts
$350K -$64.2K -1,062 -15%
BCM
1158
Blume Capital Management
California
$350K – – –
TSS
1159
Thomas Story & Son
Indiana
$350K – – –
AIA
1160
AIMZ Investment Advisors
California
$349K – – –
RWM
1161
Raffa Wealth Management
District of Columbia
$349K – – –
PAS
1162
Partnervest Advisory Services
California
$346K +$55.8K +922 +18%
WA
1163
Waverly Advisors
Alabama
$345K +$3.87K +64 +1%
FC
1164
Ferris Capital
Massachusetts
$344K +$356K +5,894 New
CWM
1165
Cornerstone Wealth Management
Missouri
$343K +$64.7K +1,070 +22%
JWA
1166
JFS Wealth Advisors
Pennsylvania
$340K +$2.48K +41 +0.7%
SWA
1167
Sutton Wealth Advisors
Florida
$339K +$2.9K +48 +0.8%
APP
1168
Avantax Planning Partners
Iowa
$338K +$32.2K +532 +10%
SCI
1169
S&CO Inc
Massachusetts
$332K – – –
FHA
1170
Flagship Harbor Advisors
Massachusetts
$332K +$544 +9 +0.2%
NCM
1171
Noesis Capital Mangement
Florida
$331K -$5.14K -85 -1%
JFGIW
1172
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$330K -$251K -4,159 -42%
KSA
1173
Ken Stern & Associates
California
$330K +$1.39K +23 +0.4%
SXL
1174
Summit X LLC
Missouri
$329K +$344K +5,689 New
JIC
1175
Joel Isaacson & Co
New York
$328K +$605 +10 +0.2%
45 46
47
48 49