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Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1676
Golden State Equity Partners
California
$22.6M -$3.57M -15,394 -13%
SWM
1677
Stockman Wealth Management
Montana
$22.5M +$21.3K +92 +0.1%
MWM
1678
Manske Wealth Management
Texas
$22.5M -$203K -877 -0.9%
IG
1679
Ithaka Group
Virginia
$22.5M -$272K -1,175 -1%
BWP
1680
BSW Wealth Partners
Colorado
$22.4M -$2.12M -9,148 -8%
RFP
1681
Root Financial Partners
California
$22.4M +$6.02M +25,978 +35%
AIMA
1682
Ables Iannone Moore & Associates
Georgia
$22.4M -$119K -515 -0.5%
GAA
1683
Global Assets Advisory
Florida
$22.4M +$13.9M +60,128 +113%
TPA
1684
Trivium Point Advisory
Connecticut
$22.4M +$1.2M +5,181 +5%
JCM
1685
Jacobi Capital Management
Pennsylvania
$22.4M +$299K +1,292 +1%
QWM
1686
Quadcap Wealth Management
Texas
$22.3M +$692K +2,987 +3%
M
1687
MOTCO
Texas
$22.3M +$285K +1,229 +1%
FTC
1688
Farmers Trust Company
Ohio
$22.2M -$3.2M -13,813 -12%
PWS
1689
Peterson Wealth Services
Utah
$22.2M +$439K +1,896 +2%
CSA
1690
Cottage Street Advisors
Massachusetts
$22.2M +$14M +60,233 +120%
CFP
1691
Catalyst Financial Partners
Massachusetts
$22.1M +$166K +715 +0.7%
CP
1692
CenterBook Partners
Connecticut
$22.1M -$194K -838 -0.8%
ADL
1693
Asset Dedication LLC
California
$22.1M +$2.06M +8,876 +10%
HA
1694
Herold Advisors
New York
$22.1M +$944K +4,076 +4%
CIC
1695
Chilton Investment Company
Connecticut
$22.1M -$35.4M -152,679 -61%
TM
1696
TigerOak Management
New Mexico
$22.1M -$538K -2,324 -2%
NCM
1697
Nelson Capital Management
California
$22.1M -$93.6K -404 -0.4%
HRC
1698
Hoertkorn Richard Charles
$22M -$3.97M -17,151 -15%
JWM
1699
Jeppson Wealth Management
California
$21.9M -$111K -480 -0.5%
MSS
1700
Mitchell Sinkler & Starr
Pennsylvania
$21.9M +$44.5K +192 +0.2%
66 67
68
69 70