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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1251
Private Ocean
California
$583K -$487K -6,018 -40%
CCM
1252
Community Capital Management
Florida
$581K – – –
PCAP
1253
Pratt Collard Advisory Partners
New York
$578K +$28.3K +350 +4%
SLG
1254
Stanley-Laman Group
Pennsylvania
$578K +$711K +8,795 New
HWA
1255
Heritage Wealth Advisors
Virginia
$578K +$33.8K +418 +5%
FCA
1256
FLC Capital Advisors
California
$576K +$62.5K +773 +10%
IWA
1257
Independence Wealth Advisors
Virginia
$575K -$70.1K -867 -9%
CFA
1258
CWS Financial Advisors
Michigan
$574K – – –
TH
1259
TCTC Holdings
Texas
$572K – – –
ATPW
1260
Ashton Thomas Private Wealth
Arizona
$571K +$320K +3,960 +84%
IWC
1261
Integrated Wealth Concepts
Massachusetts
$569K +$67.6K +836 +11%
SFFS
1262
Stonehage Fleming Financial Services
Jersey
$567K +$72.8K +900 +12%
UR
1263
USCA RIA
Texas
$567K +$362K +4,473 +108%
CB
1264
CNB Bank
Pennsylvania
$563K +$297K +3,675 +75%
AIIMS
1265
Analyst IMS Investment Management Services
Israel
$559K -$88.4K -1,093 -11%
CIA
1266
CSat Investment Advisory
Michigan
$559K +$116K +1,432 +20%
AIM
1267
Acropolis Investment Management
Missouri
$559K +$138K +1,711 +25%
MS
1268
Maven Securities
Jersey
$559K +$688K +8,505 New
MLL
1269
Moody Lynn & Lieberson
Massachusetts
$558K +$13K +161 +2%
GC
1270
Grimes & Company
Massachusetts
$556K – – –
ACS
1271
Archford Capital Strategies
Illinois
$555K +$163K +2,014 +31%
MCM
1272
Marathon Capital Management
Maryland
$554K -$334K -4,134 -33%
AGM
1273
Alpine Global Management
New York
$551K +$678K +8,388 New
BI
1274
Bramshill Investments
Florida
$550K +$676K +8,360 New
CEP
1275
Chicago Equity Partners
Illinois
$549K -$1.57M -19,470 -70%
49 50
51
52 53