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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1326
IFG Advisors
Missouri
$831K +$48.7K +207 +7%
TFA
1327
Teamwork Financial Advisors
Texas
$831K +$201K +852 +36%
SCM
1328
Sitrin Capital Management
California
$830K – – –
CWM
1329
Connecticut Wealth Management
Connecticut
$828K +$12.7K +54 +2%
CC
1330
Chicago Capital
Illinois
$828K +$73.4K +312 +11%
JC
1331
JB Capital
Connecticut
$828K +$753K +3,201 New
CMA
1332
Cedar Mountain Advisors
Oregon
$827K – – –
MFS
1333
Madrona Financial Services
Washington
$825K – – –
MA
1334
MJP Associates
Connecticut
$825K +$193K +819 +35%
GIM
1335
Grassi Investment Management
California
$824K – – –
ICM
1336
IMS Capital Management
Oregon
$823K -$31.1K -132 -4%
DWM
1337
Doyle Wealth Management
Florida
$820K +$43.8K +186 +6%
TAM
1338
Trillium Asset Management
Massachusetts
$819K +$35.3K +150 +5%
LGA
1339
Lebenthal Global Advisors
New York
$818K -$35.3K -150 -5%
KFA
1340
Kelleher Financial Advisors
New York
$818K -$4.94K -21 -0.7%
CCP
1341
Clarkston Capital Partners
Michigan
$814K – – –
MVA
1342
Mount Vernon Associates
Maryland
$814K – – –
DWT
1343
Dorsey & Whitney Trust
South Dakota
$814K +$81.9K +348 +12%
MCA
1344
Magnolia Capital Advisors
Mississippi
$814K +$97.4K +414 +15%
BWM
1345
Buckley Wealth Management
Nevada
$813K – – –
FWM
1346
Frontier Wealth Management
Missouri
$813K +$38.8K +165 +6%
HFS
1347
Hantz Financial Services
Michigan
$812K +$331K +1,407 +81%
EFG
1348
Everhart Financial Group
Ohio
$810K +$99.6K +423 +16%
MAA
1349
Matrix Asset Advisors
New York
$809K – – –
AI
1350
ArchPoint Investors
Florida
$807K +$735K +3,123 New
52 53
54
55 56