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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
801
Oxford Asset Management
United Kingdom
$401K +$367K +2,548 New
CPSC
802
Carl P. Sherr & Co
Massachusetts
$398K -$50.4K -350 -12%
PWPS
803
Pinnacle Wealth Planning Services
Ohio
$398K -$2.16K -15 -0.6%
EWM
804
Empirical Wealth Management
Washington
$397K +$363K +2,523 New
PI
805
Pettee Investors
Connecticut
$397K -$89.7K -623 -20%
SQA
806
Simon Quick Advisors
New Jersey
$396K +$362K +2,516 New
KA
807
Kintegral Advisory
New York
$396K -$1.01K -7 -0.3%
TSWM
808
Triangle Securities Wealth Management
North Carolina
$396K -$29.5K -205 -8%
WCG
809
Weaver Consulting Group
California
$395K +$288 +2 +0.1%
PCMC
810
Paragon Capital Management (Colorado)
Colorado
$395K – – –
SIA
811
Schechter Investment Advisors
Michigan
$393K -$43.5K -302 -11%
HL
812
HeadInvest LLC
Maine
$391K -$1.44K -10 -0.4%
CIAS
813
CFS Investment Advisory Services
New Jersey
$390K +$54.5K +378 +18%
BDF
814
Black Diamond Financial
Maryland
$389K – – –
FLPIM
815
F.L. Putnam Investment Management
Massachusetts
$388K -$36.3K -252 -9%
SPC
816
Sigma Planning Corp
Michigan
$385K +$134K +931 +61%
SVWAG
817
Sound View Wealth Advisors Group
Georgia
$385K +$16.4K +114 +5%
LCM
818
LVM Capital Management
Michigan
$384K – – –
FCM
819
Fourpath Capital Management
Oklahoma
$384K – – –
SMWM
820
Silvia McColl Wealth Management
California
$384K – – –
IGGA
821
Iron Gate Global Advisors
Utah
$381K – – –
FA
822
Fiduciary Alliance
South Carolina
$379K – – –
SAM
823
S.A. Mason
Michigan
$378K – – –
SSA
824
Sierra Summit Advisors
Nevada
$378K – – –
PVI
825
Pine Valley Investments
New Jersey
$376K – – –
31 32
33
34 35