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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2801
Optimal Asset Management
California
$3.9M +$1.8K +15 +0.1%
EHWM
2802
Eads & Heald Wealth Management
Georgia
$3.9M -$4.45K -37 -0.1%
PWM
2803
PRW Wealth Management
Massachusetts
$3.88M -$30.4K -253 -0.9%
HPC
2804
Hobart Private Capital
North Carolina
$3.88M +$29.8K +248 +0.9%
MC
2805
Matisse Capital
Oregon
$3.88M +$38.2K +318 +1%
PRS
2806
Pinkerton Retirement Specialists
Idaho
$3.87M -$1.97M -16,391 -36%
BWCS
2807
Beirne Wealth Consulting Services
Connecticut
$3.87M +$346K +2,873 +11%
V
2808
ValueWorks
New York
$3.87M -$38.5K -320 -1%
TC
2809
Trust Company
Kansas
$3.85M -$338K -2,811 -9%
SFG
2810
Sovereign Financial Group
Connecticut
$3.85M +$3.49M +29,007 New
FMTCOCP
2811
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.85M -$24.1K -200 -0.7%
AP
2812
Arlington Partners
Alabama
$3.83M +$168K +1,396 +5%
RS
2813
Retirement Solution
Washington
$3.83M +$3.48M +28,895 New
GAM
2814
Gould Asset Management
California
$3.82M +$466K +3,873 +16%
SFG
2815
Summit Financial Group
West Virginia
$3.82M -$168K -1,393 -5%
BB
2816
Bell Bank
North Dakota
$3.82M +$887K +7,375 +34%
PLFAM
2817
Pineno Levin & Ford Asset Management
Virginia
$3.82M -$4.81K -40 -0.1%
BCFS
2818
Butensky & Cohen Financial Security
Florida
$3.8M -$72.3K -601 -2%
LWP
2819
Legacy Wealth Planning
Nevada
$3.8M +$153K +1,273 +5%
SLWS
2820
Swaine & Leidel Wealth Services
Florida
$3.8M +$565K +4,698 +20%
WQ
2821
Wealth Quarterback
New Jersey
$3.79M +$2.46M +20,413 +250%
UWM
2822
Urban Wealth Management
California
$3.79M +$3.44M +28,593 New
SHWM
2823
Silicon Hills Wealth Management
Texas
$3.79M -$96.3K -801 -3%
WIA
2824
World Investment Advisors
California
$3.79M -$900K -7,482 -21%
RMC
2825
Regis Management Company
California
$3.79M – – –
111 112
113
114 115