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Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
2601
Tiller Private Wealth
Pennsylvania
$739K +$94.9K +980 +15%
TP
2602
Truvvo Partners
New York
$737K -$124K -1,280 -14%
LIA
2603
LBMC Investment Advisors
Tennessee
$731K +$331K +3,420 +84%
OEP
2604
Ocean Endowment Partners
Illinois
$729K – – –
SFG
2605
Sather Financial Group
Texas
$725K +$194K +2,000 +37%
LWM
2606
Liberty Wealth Management
California
$723K – – –
PWM
2607
Provident Wealth Management
Tennessee
$723K +$505K +5,220 +237%
GWM
2608
Gray Wealth Management
Maine
$723K +$716K +7,400 New
HMS
2609
Hanseatic Management Services
New Mexico
$723K +$718K +7,420 New
HIS
2610
Harvest Investment Services
Illinois
$721K -$77.4K -800 -10%
IIC
2611
Integrated Investment Consultants
Michigan
$719K -$430K -4,440 -38%
BWM
2612
BCS Wealth Management
Tennessee
$719K +$103K +1,060 +17%
LSC
2613
Lesa Sroufe & Co
Washington
$717K -$11.6K -120 -2%
GA
2614
Greytown Advisors
Florida
$717K +$3.87K +40 +0.5%
WCM
2615
Weik Capital Management
Pennsylvania
$716K +$217K +2,240 +44%
SFSG
2616
Stearns Financial Services Group
North Carolina
$714K -$194K -2,000 -21%
HFP
2617
Holistic Financial Partners
Indiana
$708K +$29K +300 +4%
BAM
2618
Blueshift Asset Management
New Jersey
$706K -$17.4M -179,280 -96%
NFG
2619
NewFocus Financial Group
Washington
$706K -$197K -2,040 -22%
CC
2620
Callan Capital
California
$706K +$701K +7,240 New
CC
2621
Copperleaf Capital
North Carolina
$704K -$128K -1,320 -15%
FC
2622
Fayerweather Charles
$704K – – –
APWM
2623
Atlas Private Wealth Management
New York
$702K +$166K +1,720 +31%
OHS
2624
Odey Holdings (Switzerland)
Switzerland
$702K +$474K +4,900 +213%
ME
2625
McIlrath & Eck
Washington
$700K +$9.68K +100 +1%
103 104
105
106 107