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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1751
Swarthmore Group
Pennsylvania
$450K -$20.9K -425 -5%
PFA
1752
Paradigm Financial Advisors
Missouri
$445K -$37.7K -766 -8%
GWM
1753
GSB Wealth Management
Connecticut
$441K – – –
ACM
1754
AUA Capital Management
Pennsylvania
$440K – – –
BOS
1755
Bingham Osborn & Scarborough
California
$440K +$393 +8 +0.1%
CASB
1756
Cape Ann Savings Bank
Massachusetts
$437K +$406K +8,266 New
CHP
1757
Cable Hill Partners
Oregon
$436K -$472K -9,608 -54%
S
1758
SimplyRich
California
$431K +$400K +8,137 New
CCC
1759
Chelsea Counsel Company
California
$430K -$29.5K -600 -7%
HIM
1760
Hutchens Investment Management
New Hampshire
$429K -$3.69K -75 -0.9%
KP
1761
Keel Point
Alabama
$428K -$141K -2,866 -26%
JA
1762
JOYN Advisors
Georgia
$428K +$397K +8,081 New
LWM
1763
Lyons Wealth Management
Florida
$427K -$72.2K -1,469 -15%
FSCM
1764
Front Street Capital Management
Montana
$427K -$36.3K -739 -8%
DIM
1765
DC Investments Management
Virginia
$425K +$394K +8,022 New
AFM
1766
Andesa Financial Management
Pennsylvania
$425K +$396K +8,056 New
KPCM
1767
Kings Point Capital Management
New York
$423K -$54.6K -1,110 -12%
VFP
1768
Verus Financial Partners
Virginia
$423K +$42.4K +862 +12%
BMC
1769
Benin Management Corp
Connecticut
$422K -$17K -345 -4%
RWM
1770
Raffa Wealth Management
District of Columbia
$420K -$13.9K -283 -3%
BFG
1771
Bouchey Financial Group
New York
$420K +$14.9K +304 +4%
WTFG
1772
Wells Trecaso Financial Group
Ohio
$420K +$390K +7,939 New
BFC
1773
Bedel Financial Consulting
Indiana
$420K +$390K +7,941 New
SFS
1774
Summit Financial Strategies
Ohio
$418K -$6.15K -125 -2%
TH
1775
Timber Hill
Connecticut
$417K +$387K +7,879 New
69 70
71
72 73