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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1726
Cypress Wealth Services
California
$1.07M +$74.5K +1,472 +8%
CFAM
1727
Center For Asset Management
Florida
$1.07M +$513K +10,141 +93%
CCFM
1728
Clear Creek Financial Management
Washington
$1.07M +$279K +5,521 +36%
PPW
1729
Pinnacle Private Wealth
Massachusetts
$1.07M -$14.3K -283 -1%
IWA
1730
IVC Wealth Advisors
Pennsylvania
$1.06M +$14.1K +278 +1%
TCBWMS
1731
Texas Capital Bank Wealth Management Services
Texas
$1.06M -$201K -3,974 -16%
CAC
1732
Core Alternative Capital
Georgia
$1.06M +$419K +8,279 +66%
BHIA
1733
Birch Hill Investment Advisors
Massachusetts
$1.06M -$96.1K -1,900 -8%
HCP
1734
Hexagon Capital Partners
Arkansas
$1.06M +$174K +3,433 +20%
KTC
1735
Kistler-Tiffany Companies
Pennsylvania
$1.05M -$1.67K -33 -0.2%
WP
1736
Wedgewood Partners
Missouri
$1.05M -$114K -2,250 -10%
IHL
1737
Investment House LLC
California
$1.05M -$2.53K -50 -0.2%
VCM
1738
Vivaldi Capital Management
Illinois
$1.05M +$5.62K +111 +0.5%
BCM
1739
Bluefin Capital Management
New York
$1.05M -$134K -2,650 -11%
AFAS
1740
Acorn Financial Advisory Services
Virginia
$1.05M +$13.4K +264 +1%
CL
1741
CPWM LLC
Washington
$1.05M +$99.9K +1,975 +11%
TFS
1742
Thoroughbred Financial Services
Tennessee
$1.05M -$226K -4,466 -18%
KFGK
1743
Keystone Financial Group (Kentucky)
Kentucky
$1.05M +$6.32K +125 +0.6%
OFG
1744
OmniStar Financial Group
North Carolina
$1.04M +$101K +1,991 +11%
AIL
1745
AGF Investments LLC
Ontario, Canada
$1.04M -$63.4K -1,254 -6%
MVA
1746
Mount Vernon Associates
Maryland
$1.04M -$5.06K -100 -0.5%
GG
1747
Gleason Group
Kentucky
$1.04M +$14K +276 +1%
OPCM
1748
Osborne Partners Capital Management
California
$1.03M +$392K +7,741 +61%
RW
1749
Rede Wealth
Virginia
$1.03M +$607 +12 +0.1%
SWM
1750
Selective Wealth Management
Virginia
$1.03M +$318K +6,285 +45%
68 69
70
71 72