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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
4001
High Pines Wealth Management
Massachusetts
$1.45M +$119K +649 +8%
WA
4002
Waterford Advisors
New York
$1.45M +$18.3K +100 +1%
AFS
4003
AFG Fiduciary Services
Massachusetts
$1.44M -$275K -1,500 -16%
SFA
4004
Seneca Financial Advisors
New York
$1.44M +$734 +4 +0%
EIP
4005
Easterly Investment Partners
Massachusetts
$1.43M – – –
EFIC
4006
Eliot Finkel Investment Counsel
California
$1.43M -$14.7K -80 -0.9%
AFIA
4007
America First Investment Advisors
Nebraska
$1.43M – – –
PIFP
4008
Partners in Financial Planning
Virginia
$1.43M +$46.2K +252 +3%
VIM
4009
Vista Investment Management
Pennsylvania
$1.42M -$19.6K -107 -1%
CPC
4010
Cookson Peirce & Co
Pennsylvania
$1.42M +$133K +724 +10%
SPWM
4011
Spartan Planning & Wealth Management
North Carolina
$1.42M +$1.52M +8,282 New
PCI
4012
Pacifica Capital Investments
Texas
$1.42M +$4.22K +23 +0.3%
CA
4013
Claris Advisors
Missouri
$1.41M -$1.47K -8 -0.1%
KA
4014
Kooman & Associates
Pennsylvania
$1.41M -$19.3K -105 -1%
RFO
4015
RiverGlades Family Offices
Florida
$1.41M – – –
PGWM
4016
Pitti Group Wealth Management
New York
$1.4M +$40K +218 +3%
GRQ
4017
Gardner Russo & Quinn
Pennsylvania
$1.4M +$108K +591 +8%
IWP
4018
Innova Wealth Partners
Pennsylvania
$1.4M -$20K -109 -1%
RAM
4019
Rempart Asset Management
Canada
$1.39M -$76.1K -415 -5%
SEM
4020
Strategic Equity Management
Arizona
$1.39M +$5.32K +29 +0.4%
FIC
4021
Family Investment Center
Missouri
$1.39M +$42K +229 +3%
LFPWM
4022
Leicht Financial Planning & Wealth Management
New Jersey
$1.39M – – –
SF
4023
Symphony Financial
Texas
$1.39M -$9.97M -54,377 -87%
EP
4024
Essential Planning
New Hampshire
$1.37M -$94.8K -517 -6%
HSWM
4025
Hubbell Strickland Wealth Management
Louisiana
$1.37M -$16K -87 -1%
159 160
161
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