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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1726
Fort Point Capital Partners
California
$683K +$27.6K +200 +4%
GAG
1727
GM Advisory Group
New York
$681K -$246K -1,783 -26%
GIM
1728
Groesbeck Investment Management
New Jersey
$679K -$55.2K -400 -7%
BAM
1729
Berkshire Asset Management
Pennsylvania
$676K -$68.1K -493 -9%
RC
1730
RBO & Co
California
$676K – – –
GIP
1731
Greatmark Investment Partners
Georgia
$676K +$691 +5 +0.1%
BAAM
1732
Baker Avenue Asset Management
California
$675K +$707K +5,119 New
WP
1733
WealthPLAN Partners
Nebraska
$673K +$39.2K +284 +7%
MCM
1734
Manchester Capital Management
Vermont
$671K -$13.8K -100 -2%
AL
1735
Aspiriant LLC
California
$669K +$129K +933 +23%
GCP
1736
GSA Capital Partners
United Kingdom
$666K +$213K +1,540 +44%
CCM
1737
Community Capital Management
Florida
$666K +$697K +5,050 New
ECM
1738
Estabrook Capital Management
New York
$664K +$3.45K +25 +0.5%
GLI
1739
Guardian Life Insurance
New York
$664K +$2.62K +19 +0.4%
AFA
1740
Arlington Financial Advisors
California
$660K – – –
HFA
1741
High Falls Advisors
New York
$660K – – –
LCM
1742
Leisure Capital Management
California
$660K +$9.39K +68 +1%
QCG
1743
Quadrant Capital Group
Ohio
$659K +$22.5K +163 +3%
HL
1744
HeadInvest LLC
Maine
$659K +$345K +2,497 +100%
PWMG
1745
Prestige Wealth Management Group
New Jersey
$657K +$688K +4,983 New
VIM
1746
Veritas Investment Management
United Kingdom
$656K +$53.2K +385 +8%
ACM
1747
Argent Capital Management
Missouri
$653K – – –
CGL
1748
Clarius Group LLC
Washington
$649K +$239K +1,731 +54%
CSIC
1749
Clifford Swan Investment Counsel
California
$648K +$41.2K +298 +6%
BMM
1750
Buffington Mohr McNeal
Idaho
$647K -$51.4K -372 -7%
68 69
70
71 72