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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1951
Fort Point Capital Partners
California
$1.91M -$17.9K -78 -1%
BLC
1952
Brown, Lisle/Cummings
Rhode Island
$1.91M +$74.4K +325 +4%
CA
1953
CoreCap Advisors
Michigan
$1.9M +$1.83M +8,014 New
MFP
1954
Meridian Financial Partners
Virginia
$1.9M -$1.6K -7 -0.1%
WIC
1955
Wilkins Investment Counsel
Massachusetts
$1.9M – – –
PIMJS
1956
PKO Investment Management Joint-Stock
Poland
$1.9M -$1.83M -8,000 -50%
KWA
1957
Kingswood Wealth Advisors
California
$1.9M +$1.83M +7,989 New
SWM
1958
Sculati Wealth Management
Michigan
$1.89M +$63.6K +278 +4%
AWS
1959
AJ Wealth Strategies
New York
$1.89M +$39.1K +171 +2%
NFG
1960
Northeast Financial Group
Pennsylvania
$1.88M +$187K +818 +12%
SDWIA
1961
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.88M +$89.7K +392 +5%
XF
1962
XML Financial
Maryland
$1.88M +$87K +380 +5%
NAMP
1963
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.87M +$2.06K +9 +0.1%
DIM
1964
Delta Investment Management
California
$1.87M +$16.7K +73 +0.9%
VCM
1965
Virtue Capital Management
Tennessee
$1.87M -$150K -654 -8%
IA
1966
Icon Advisers
Colorado
$1.86M – – –
AWM
1967
Angeles Wealth Management
California
$1.86M +$43.3K +189 +2%
UAML
1968
US Asset Management LLC
Pennsylvania
$1.86M -$64.1K -280 -3%
TP
1969
Tranquility Partners
Tennessee
$1.86M -$21.5K -94 -1%
BPGAM
1970
BTG Pactual Global Asset Management
Bermuda
$1.85M +$66.6K +291 +4%
JGCM
1971
Joseph Group Capital Management
Ohio
$1.85M +$127K +555 +8%
KI
1972
Kapitalo Investimentos
Brazil
$1.85M +$381K +1,664 +27%
FPFS
1973
First Personal Financial Services
North Carolina
$1.85M -$16.9K -74 -0.9%
GCS
1974
Gordian Capital (Singapore)
Singapore
$1.84M – – –
PP
1975
PDS Planning
Ohio
$1.83M +$178K +779 +11%
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79
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