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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
2751
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.78M -$575K -3,663 -10%
GWM
2752
Gitterman Wealth Management
New Jersey
$4.78M -$36.9K -235 -0.7%
FWC
2753
First Washington Corp
Washington
$4.78M – – –
EWM
2754
Elmwood Wealth Management
California
$4.77M +$5.42M +34,543 New
BIA
2755
BHK Investment Advisors
Alabama
$4.77M -$2.16M -13,773 -29%
FFA
2756
Fi3 Financial Advisors
Indiana
$4.76M +$1.81M +11,512 +50%
OCM
2757
Osterweis Capital Management
California
$4.76M +$68.7K +438 +1%
NRW
2758
Nova R Wealth
Kansas
$4.75M -$11.3K -72 -0.2%
MA
2759
Momentum Advisors
New York
$4.74M -$290K -1,846 -5%
OFA
2760
Oak Family Advisors
Illinois
$4.74M +$25.3K +161 +0.5%
YWS
2761
Yarger Wealth Strategies
Ohio
$4.74M -$116K -739 -2%
SMA
2762
Sage Mountain Advisors
Georgia
$4.74M +$251K +1,599 +5%
BCM
2763
Bancreek Capital Management
California
$4.74M +$161K +1,023 +3%
HDIM
2764
Hanson & Doremus Investment Management
Vermont
$4.74M +$48.2M +306,923 +852%
LP
2765
LGL Partners
Pennsylvania
$4.74M +$667K +4,252 +14%
CPP
2766
Capasso Planning Partners
South Carolina
$4.73M +$98.9K +630 +2%
FSCM
2767
Front Street Capital Management
Montana
$4.72M -$38.6K -246 -0.7%
PBO
2768
Peoples Bank (Ohio)
Ohio
$4.71M -$287K -1,831 -5%
ARMT
2769
Amica Retiree Medical Trust
Rhode Island
$4.71M -$417K -2,655 -7%
RCS
2770
Retirement Capital Strategies
California
$4.71M -$4.38M -27,918 -45%
AWM
2771
Aberdeen Wealth Management
Illinois
$4.71M – – –
LIG
2772
Lokken Investment Group
Delaware
$4.7M -$5.35M -34,083 -50%
FA
2773
Faithward Advisors
Pennsylvania
$4.7M +$266K +1,696 +5%
BCM
2774
Boltwood Capital Management
California
$4.69M -$39.2K -250 -0.7%
MWPCG
2775
Measured Wealth Private Client Group
New Hampshire
$4.69M -$306K -1,952 -5%
109 110
111
112 113