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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1901
Cypress Wealth Services
California
$839K +$72.5K +385 +8%
OCM
1902
One Capital Management
California
$839K +$579K +3,074 +144%
PWM
1903
Peterson Wealth Management
Nevada
$838K -$123K -652 -11%
BHTS
1904
Bar Harbor Trust Services
Maine
$837K -$11.3M -60,072 -92%
IAP
1905
Indie Asset Partners
Indiana
$837K -$52.9K -281 -5%
AIM
1906
Alhambra Investment Management
Florida
$832K -$89.5K -475 -8%
FPCG
1907
Fort Pitt Capital Group
Pennsylvania
$832K +$428K +2,270 +78%
GCM
1908
Galibier Capital Management
Ontario, Canada
$827K +$966K +5,130 New
RC
1909
RBO & Co
California
$826K – – –
DR
1910
Davis Rea
Ontario, Canada
$825K +$965K +5,123 New
NAM
1911
NorthCoast Asset Management
Connecticut
$824K +$963K +5,114 New
IWP
1912
Icon Wealth Partners
Texas
$822K -$93.6K -497 -9%
BWA
1913
BDO Wealth Advisors
Florida
$815K +$463K +2,456 +94%
DI
1914
DFPG Investments
Utah
$813K +$75.4K +400 +9%
PT
1915
Plimoth Trust
Massachusetts
$811K +$162K +860 +21%
I
1916
IberiaBank
Louisiana
$809K -$163K -863 -15%
GWCM
1917
Godshalk Welsh Capital Management
Pennsylvania
$809K -$9.42K -50 -1%
CL
1918
CPWM LLC
Washington
$809K +$109K +577 +13%
KSCM
1919
Kamunting Street Capital Management
Florida
$806K -$3.77M -20,000 -80%
MG
1920
Mather Group
Illinois
$806K +$114K +604 +14%
BBCM
1921
Boardman Bay Capital Management
New York
$806K +$942K +5,000 New
LSC
1922
Lyon Street Capital
California
$806K +$942K +5,000 New
MAM
1923
Monaco Asset Management
Monaco
$806K +$942K +5,000 New
DW
1924
Domani Wealth
Pennsylvania
$805K +$427K +2,268 +83%
NB
1925
Nicolet Bankshares
Wisconsin
$801K -$42.2K -224 -4%
75 76
77
78 79