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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1551
Endurance Wealth Management
Rhode Island
$379K +$40.9K +197 +12%
DOA
1552
D'Orazio & Associates
Virginia
$379K +$9.77K +47 +3%
MWM
1553
Massachusetts Wealth Management
Massachusetts
$377K +$26K +125 +8%
4WM
1554
44 Wealth Management
Oregon
$376K -$6.23K -30 -2%
TCM
1555
Triumph Capital Management
Colorado
$376K +$368K +1,769 New
WTA
1556
Washington Trust Advisors
Massachusetts
$376K -$2.7K -13 -0.7%
UF
1557
Univest Financial
Pennsylvania
$374K +$61.3K +295 +20%
ZIMP
1558
Zimmermann Investment Management & Planning
Pennsylvania
$374K +$91.2K +439 +33%
MSA
1559
Marino Stram & Associates
Massachusetts
$373K -$2.08K -10 -0.6%
NFA
1560
Northern Financial Advisors
Michigan
$373K +$396K +1,905 New
AF
1561
Advisornet Financial
Minnesota
$373K +$2.29K +11 +0.6%
FWM
1562
FMB Wealth Management
California
$371K +$208 +1 +0.1%
PCM
1563
Pointe Capital Management
Michigan
$371K – – –
PCM
1564
Presidio Capital Management
California
$370K +$11K +53 +3%
AWG
1565
Altus Wealth Group
Colorado
$369K – – –
BFWA
1566
Benchmark Financial Wealth Advisors
Florida
$369K – – –
NB
1567
Northwest Bancshares
Pennsylvania
$369K -$27.6K -133 -7%
HW
1568
Hamilton Wealth
California
$367K +$18.3K +88 +5%
SQA
1569
Simon Quick Advisors
New Jersey
$367K +$82.1K +395 +30%
HWM
1570
HFG Wealth Management
Texas
$366K +$358K +1,725 New
HFW
1571
Horizon Family Wealth
Illinois
$366K +$33.2K +160 +10%
KA
1572
Keene & Associates
Texas
$364K -$40.1K -193 -10%
EP
1573
Eudaimonia Partners
Tennessee
$364K +$63K +303 +22%
BSA
1574
Bull Street Advisors
Georgia
$363K -$208 -1 -0.1%
MHR
1575
Matthew Hamilton Rosenberg
$362K -$30.3K -146 -8%
61 62
63
64 65