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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
876
Fort Point Capital Partners
California
$327K +$4.75K +33 +2%
WA
877
Waddell & Associates
Tennessee
$327K – – –
FMN
878
Financial Management Network
California
$325K -$14.4K -100 -4%
OA
879
Oxbow Advisors
Texas
$323K +$14.4K +100 +5%
FIA
880
Foundations Investment Advisors
Arizona
$323K +$23.8K +165 +9%
DWAM
881
Duncan Williams Asset Management
Tennessee
$323K -$1.3K -9 -0.4%
TCOV
882
Trust Company of Vermont
Vermont
$322K -$40K -278 -12%
SIS
883
Sound Income Strategies
Florida
$322K +$9.51K +66 +3%
CPL
884
Capital & Planning LLC
Georgia
$322K – – –
SSB
885
Sandy Spring Bank
Maryland
$321K – – –
CPA
886
Cardiff Park Advisors
California
$321K – – –
WCM
887
Windward Capital Management
California
$321K -$14.7K -102 -5%
QC
888
Quent Capital
New York
$320K -$3.6K -25 -1%
AIM
889
Advyzon Investment Management
Illinois
$318K +$291K +2,018 New
MPM
890
MBB Public Markets
Illinois
$318K +$291K +2,018 New
FWA
891
Flagship Wealth Advisors
Massachusetts
$317K -$18K -125 -6%
BA
892
Ballew Advisors
Mississippi
$317K +$315K +2,185 New
HI
893
Hendershot Investments
Virginia
$317K – – –
SCA
894
Sandy Cove Advisors
Massachusetts
$316K +$4.03K +28 +1%
GCM
895
Graver Capital Management
Ohio
$315K – – –
VCA
896
Verdence Capital Advisors
Maryland
$314K -$576 -4 -0.2%
IA
897
IFG Advisory
Georgia
$314K -$2.74K -19 -0.9%
PCM
898
Pointe Capital Management
Michigan
$313K – – –
NWAG
899
Net Worth Advisory Group
Utah
$312K +$4.9K +34 +2%
HCM
900
Hutchinson Capital Management
California
$311K +$288 +2 +0.1%
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