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Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
1801
Peak Planning Group
Colorado
$1.49M +$1.49M +7,471 New
GC
1802
Grace Capital
Massachusetts
$1.49M -$736K -3,684 -33%
MCC
1803
Malaga Cove Capital
California
$1.49M -$5.79K -29 -0.4%
PWMG
1804
Prestige Wealth Management Group
New Jersey
$1.48M +$151K +756 +11%
HDIM
1805
Hanson & Doremus Investment Management
Vermont
$1.48M +$328K +1,640 +29%
JIC
1806
Joel Isaacson & Co
New York
$1.48M – – –
BP
1807
BBR Partners
New York
$1.47M +$504K +2,524 +52%
SDWIA
1808
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.47M +$40.5K +203 +3%
BSA
1809
Braun Stacey Associates
New York
$1.46M -$58.9K -295 -4%
CAM
1810
CenterStar Asset Management
Illinois
$1.46M – – –
GW
1811
GW & Wade
Massachusetts
$1.46M +$71.1K +356 +5%
FHC
1812
First Heartland Consultants
Missouri
$1.46M -$123K -614 -8%
BCM
1813
Barometer Capital Management
Ontario, Canada
$1.45M -$5.77M -28,900 -80%
FIA
1814
Foundations Investment Advisors
Arizona
$1.45M +$147K +738 +11%
NPA
1815
Nichols & Pratt Advisers
Massachusetts
$1.44M -$9.99K -50 -0.7%
KM
1816
Kalos Management
Georgia
$1.44M -$64.5K -323 -5%
BCM
1817
Brasada Capital Management
Texas
$1.44M -$24.8K -124 -2%
OIA
1818
Optimum Investment Advisors
Illinois
$1.44M -$3.6K -18 -0.2%
LPIC
1819
LeJeune Puetz Investment Counsel
Michigan
$1.44M -$77.9K -390 -5%
KFS
1820
Kurt F. Somerville
$1.44M -$20K -100 -1%
GWM
1821
Gray Wealth Management
Maine
$1.44M -$3.6K -18 -0.3%
GFS
1822
GYL Financial Synergies
Connecticut
$1.43M +$36.2K +181 +3%
DBIA
1823
Dumont & Blake Investment Advisors
New Jersey
$1.43M -$17.4K -87 -1%
MIH
1824
Meitav Investment House
Israel
$1.43M +$205K +1,026 +17%
DC
1825
DeDora Capital
California
$1.42M +$69.3K +347 +5%
71 72
73
74 75