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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1801
Perkins Capital Management
Minnesota
$957K – – –
MFGM
1802
Marshall Financial Group (Maryland)
Maryland
$956K +$119K +2,150 +14%
FA
1803
Financial Advisors
Massachusetts
$955K +$6.86K +124 +0.7%
SFA
1804
Sequoia Financial Advisors
Ohio
$953K -$4.97M -89,827 -84%
SDWIA
1805
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$947K -$4.59K -83 -0.5%
FSCM
1806
Front Street Capital Management
Montana
$947K +$1.44K +26 +0.1%
IWA
1807
Intercontinental Wealth Advisors
Texas
$945K -$35.2K -636 -4%
GCA
1808
Greenwood Capital Associates
South Carolina
$943K +$284K +5,131 +42%
TCPWM
1809
Traverso Chambers Private Wealth Management
California
$941K +$108K +1,951 +13%
OWP
1810
Obermeyer Wealth Partners
Colorado
$940K +$121K +2,186 +14%
PWM
1811
Purus Wealth Management
California
$937K -$20.9K -378 -2%
HCP
1812
Holt Capital Partners
Texas
$937K – – –
PCG
1813
Private Capital Group
Connecticut
$937K +$93.5K +1,691 +11%
NFG
1814
Nadler Financial Group
Illinois
$935K -$40.7K -736 -4%
CNC
1815
Citizens & Northern Corp
Pennsylvania
$932K -$2.77K -50 -0.3%
MPCG
1816
Matrix Private Capital Group
New York
$931K +$56.9K +1,029 +6%
WQ
1817
Wealth Quarterback
New Jersey
$926K +$234K +4,239 +25%
SP
1818
Successful Portfolios
Florida
$921K +$21.6K +390 +2%
CFS
1819
CRA Financial Services
New Jersey
$920K +$75.9K +1,372 +9%
PIA
1820
Pinion Investment Advisors
Kansas
$919K +$60.9K +1,101 +7%
WC
1821
Westhampton Capital
North Carolina
$918K -$277K -5,004 -23%
GC
1822
Gilbert & Cook
Iowa
$914K +$196K +3,535 +26%
FPS
1823
Fieldpoint Private Securities
Connecticut
$912K -$553 -10 -0.1%
BDWCC
1824
B&D White Capital Company
Texas
$912K +$725K +13,100 +345%
CAS
1825
Cascadia Advisory Services
Oregon
$911K -$648K -11,714 -41%
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