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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1251
Berger Financial Group
Minnesota
$785K +$67K +267 +8%
FCA
1252
FinTrust Capital Advisors
South Carolina
$782K -$27.1K -108 -3%
MW
1253
Marcum Wealth
Ohio
$781K +$474K +1,887 +116%
GSC
1254
Ground Swell Capital
South Carolina
$780K +$880K +3,504 New
TF
1255
Trek Financial
Arizona
$777K -$149K -594 -15%
LCC
1256
Lincoln Capital Corp
Rhode Island
$777K +$10.5K +42 +1%
SCG
1257
Sonata Capital Group
Washington
$769K -$38.4K -153 -4%
TWM
1258
Titus Wealth Management
California
$768K +$60.3K +240 +7%
M
1259
Mirova
France
$767K +$120K +477 +16%
ATC
1260
Adirondack Trust Company
New York
$763K +$136K +540 +19%
ICM
1261
IMS Capital Management
Oregon
$758K +$855K +3,405 New
SIG
1262
Sargent Investment Group
Maryland
$755K -$22.6K -90 -3%
TA
1263
TrueWealth Advisors
Alabama
$755K – – –
SCA
1264
Stonebridge Capital Advisors
Minnesota
$755K +$8.29K +33 +1%
WG
1265
Watchman Group
Texas
$754K – – –
CWM
1266
Chesapeake Wealth Management
Virginia
$751K -$162K -645 -16%
OGF
1267
Orin Green Financial
California
$751K -$75.3K -300 -8%
WW
1268
Waterfront Wealth
Kansas
$751K -$75.3K -300 -8%
EWA
1269
Encompass Wealth Advisors
Oregon
$751K +$81.3K +324 +11%
SGK
1270
Steigerwald Gordon & Koch
Virginia
$750K +$18.8K +75 +2%
HW
1271
Hamilton Wealth
California
$743K -$565K -2,250 -40%
FT
1272
Fiduciary Trust
Massachusetts
$740K -$173K -690 -17%
NAMP
1273
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$739K – – –
MWM
1274
Modera Wealth Management
New Jersey
$739K +$1.51K +6 +0.2%
VCM
1275
Versant Capital Management
Arizona
$734K -$41.4K -165 -5%
49 50
51
52 53