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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1776
Investors Financial Group
Minnesota
$980K +$46.5K +800 +5%
GIA
1777
Granite Investment Advisors
New Hampshire
$980K +$95.9K +1,650 +11%
QWM
1778
QP Wealth Management
New Jersey
$976K -$1.74K -30 -0.2%
TC
1779
Toews Corporation
New Jersey
$976K +$953K +16,400 New
BFM
1780
Boston Financial Management
Massachusetts
$975K -$38.2K -658 -4%
CBFP
1781
Cedar Brook Financial Partners
Ohio
$971K +$47.5K +817 +5%
MWPCG
1782
Measured Wealth Private Client Group
New Hampshire
$968K +$58 +1 +0%
HPWM
1783
Highland Private Wealth Management
Washington
$967K +$34.3K +590 +4%
SSM
1784
Sound Shore Management
Connecticut
$964K -$73.3M -1,261,927 -99%
OC
1785
Oakworth Capital
Alabama
$964K -$16.3K -280 -2%
MC
1786
Mathes Company
New York
$964K -$1.45K -25 -0.2%
MWM
1787
Marietta Wealth Management
Georgia
$963K -$3.88M -66,759 -80%
CFFP
1788
Center for Financial Planning
Michigan
$962K +$930 +16 +0.1%
GIA
1789
Gladstone Institutional Advisory
Florida
$962K +$15.6K +269 +2%
AG
1790
AlphaSimPlex Group
Massachusetts
$960K +$263K +4,534 +39%
HA
1791
HYA Advisors
Missouri
$958K -$813 -14 -0.1%
KBG
1792
Kahn Brothers Group
New York
$957K -$112K -1,921 -11%
MPCG
1793
Matrix Private Capital Group
New York
$955K +$9.24K +159 +1%
KFC
1794
Klingenstein Fields & Co
New York
$954K -$308K -5,294 -25%
EPWM
1795
Essex Private Wealth Management
Massachusetts
$954K -$9.41K -162 -1%
SW
1796
SlateStone Wealth
Florida
$953K +$76.9K +1,324 +9%
WP
1797
Wedgewood Partners
Missouri
$951K – – –
WWM
1798
WT Wealth Management
Arizona
$946K +$183K +3,156 +25%
PCM
1799
Perkins Capital Management
Minnesota
$944K +$922K +15,875 New
CFD
1800
Creative Financial Designs
Indiana
$943K +$113K +1,946 +14%
70 71
72
73 74