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Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
1626
O'Rourke & Company
Massachusetts
$862K -$5.64K -139 -0.7%
DP
1627
Denver PWM
Colorado
$861K – – –
HPM
1628
Hoxton Planning & Management
West Virginia
$861K -$28.3K -698 -3%
CIA
1629
Cape Investment Advisory
Georgia
$856K +$598K +14,740 +234%
HDIM
1630
Hanson & Doremus Investment Management
Vermont
$855K -$109K -2,689 -11%
SMFG
1631
Sumitomo Mitsui Financial Group
Japan
$854K +$173K +4,261 +25%
FWM
1632
Focused Wealth Management
New York
$854K +$187K +4,617 +28%
GFP
1633
Gryphon Financial Partners
Ohio
$853K +$137K +3,386 +19%
AIC
1634
Archer Investment Corporation
Indiana
$853K +$4.83K +119 +0.6%
AIS
1635
AM Investment Strategies
Tennessee
$852K -$190K -4,693 -18%
PIM
1636
Pullen Investment Management
Florida
$851K -$45.4K -1,120 -5%
IIL
1637
Insight Inv LLC
California
$850K -$378K -9,327 -31%
EC
1638
EntryPoint Capital
New York
$850K -$580K -14,294 -41%
PPW
1639
Parcion Private Wealth
Washington
$848K -$16.1K -397 -2%
CRIG
1640
Charter Research & Investment Group
Connecticut
$848K -$20.3K -500 -2%
LCM
1641
Liberty Capital Management
Michigan
$846K – – –
CF
1642
Calder Financial
Pennsylvania
$845K +$842K +20,750 New
HR
1643
Howe & Rusling
New York
$844K +$214K +5,272 +34%
BC
1644
Broadwater Capital
Massachusetts
$842K -$259K -6,393 -24%
VFA
1645
Voya Financial Advisors
Connecticut
$841K -$34.9K -860 -4%
CFGW
1646
Chancellor Financial Group WB
Pennsylvania
$839K -$31.2K -768 -4%
NFG
1647
Norris Financial Group
South Carolina
$839K -$572K -14,101 -41%
PA
1648
Persium Advisors
Georgia
$838K +$54.9K +1,354 +7%
PWM
1649
Proathlete Wealth Management
Florida
$836K +$33.7K +831 +4%
PP
1650
Patten & Patten
Tennessee
$836K -$73.7K -1,817 -8%
64 65
66
67 68