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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
976
Garrison Point Advisors
California
$708K -$75.3K -275 -5%
DI
977
Diligent Investors
California
$708K +$162K +593 +14%
SIC
978
SFE Investment Counsel
California
$707K -$175K -639 -12%
MWM
979
Mission Wealth Management
California
$705K -$68.2K -249 -5%
CFS
980
CRA Financial Services
New Jersey
$705K +$160K +584 +14%
VLC
981
Van Leeuwen & Company
New Jersey
$702K -$1.92M -7,010 -60%
VCM
982
Verde Capital Management
Michigan
$701K +$443K +1,617 +52%
CA
983
Clearstead Advisors
Ohio
$700K -$377K -1,378 -23%
MIA
984
MainStreet Investment Advisors
Illinois
$699K +$750K +2,741 +141%
LJAC
985
L.J. Altfest & Co
New York
$698K +$731K +2,669 +133%
KWM
986
Kingsview Wealth Management
Oregon
$695K -$36.4K -133 -3%
EWM
987
Elite Wealth Management
Washington
$695K +$752K +2,749 +144%
TFS
988
TrustCore Financial Services
Tennessee
$694K -$29.3K -107 -2%
WF
989
Welch & Forbes
Massachusetts
$691K -$1.63M -5,938 -56%
HI
990
Hoey Investments
Pennsylvania
$691K +$1.17M +4,282 +1,223%
AF
991
Arrow Financial
New York
$690K -$96.1K -351 -7%
MWM
992
Mattern Wealth Management
Kansas
$688K +$601K +2,195 +91%
MMC
993
Mizuho Markets Cayman
Cayman Islands
$688K +$729K +2,662 +136%
VCAM
994
Van Cleef Asset Management
Ohio
$686K +$27.4K +100 +2%
IWC
995
Integrated Wealth Concepts
Massachusetts
$686K +$267K +974 +27%
CCM
996
Cribstone Capital Management
Maine
$685K +$158K +578 +14%
TCOO
997
Trust Company of Oklahoma
Oklahoma
$684K -$179K -653 -12%
CAN
998
Claraphi Advisory Network
United States
$684K +$421K +1,537 +50%
MHIC
999
Marble Harbor Investment Counsel
Massachusetts
$682K – – –
MWM
1000
Modera Wealth Management
New Jersey
$680K +$484K +1,769 +63%
38 39
40
41 42