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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1951
Chatham Capital Group
Georgia
$1.62M -$90.7K -450 -5%
CPC
1952
Congress Park Capital
New York
$1.62M – – –
AWS
1953
AJ Wealth Strategies
New York
$1.61M – – –
AC
1954
Avestar Capital
New York
$1.61M +$117K +578 +8%
FPFS
1955
First Personal Financial Services
North Carolina
$1.6M -$38.3K -190 -2%
BMO
1956
Beck Mack & Oliver
New York
$1.6M -$3.02K -15 -0.2%
VPI
1957
Value Partners Investments
Manitoba, Canada
$1.6M -$14.1K -70 -0.9%
EP
1958
Eudaimonia Partners
Tennessee
$1.6M -$6.86K -34 -0.4%
SIM
1959
Sterling Investment Management
Arizona
$1.6M -$72.6K -360 -4%
ETC
1960
Exchange Traded Concepts
Oklahoma
$1.6M -$701K -3,477 -31%
LPIC
1961
LeJeune Puetz Investment Counsel
Michigan
$1.59M – – –
MFFIA
1962
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.59M +$1.55M +7,670 New
ACMA
1963
Arbor Capital Management (Alaska)
Alaska
$1.59M -$117K -578 -7%
CCM
1964
CAAS Capital Management
New York
$1.59M +$1.54M +7,656 New
XF
1965
XML Financial
Maryland
$1.59M +$20.6K +102 +1%
RFA
1966
Resurgent Financial Advisors
Georgia
$1.59M +$20.4K +101 +1%
HEIP
1967
Hudson Edge Investment Partners
New Jersey
$1.58M -$12.1K -60 -0.8%
HIC
1968
Harvey Investment Company
Kentucky
$1.58M – – –
JGCM
1969
Joseph Group Capital Management
Ohio
$1.58M -$28.8K -143 -2%
LWM
1970
Lodestone Wealth Management
Washington
$1.57M +$1.53M +7,563 New
WAAG
1971
Wealth Alliance Advisory Group
Kansas
$1.57M +$37.9K +188 +3%
AA
1972
Argent Advisors
Louisiana
$1.57M +$15.1K +75 +1%
WAM
1973
Watershed Asset Management
California
$1.57M -$1.53M -7,600 -50%
SSW
1974
Stone Summit Wealth
Florida
$1.57M +$74.6K +370 +5%
BLC
1975
Brown, Lisle/Cummings
Rhode Island
$1.57M +$48.2K +239 +3%
77 78
79
80 81