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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1901
Destiny Wealth Partners
Florida
$138K +$140K +627 New
PGAM
1902
Princeton Global Asset Management
New Jersey
$137K – – –
SWM
1903
Selective Wealth Management
Virginia
$136K +$60.2K +270 +77%
Q
1904
QVR
California
$135K -$62.9K -282 -32%
ARMC
1905
American Research & Management Company
Massachusetts
$135K – – –
DAM
1906
Delta Asset Management
Tennessee
$130K – – –
CCA
1907
Column Capital Advisors
Indiana
$127K -$892 -4 -0.7%
BWM
1908
Baystate Wealth Management
Massachusetts
$123K -$36.4K -163 -23%
FMTCOCP
1909
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$123K -$6.02K -27 -5%
SOW
1910
State of Wyoming
Wyoming
$123K +$74.5K +334 +148%
BIP
1911
Blueprint Investment Partners
North Carolina
$122K +$124K +555 New
RBC
1912
Roble Belko & Company
Pennsylvania
$121K – – –
SC
1913
Sierra Capital
Florida
$120K – – –
ZB
1914
Zions Bancorporation
Utah
$119K -$4.24K -19 -3%
CAM
1915
Costello Asset Management
Pennsylvania
$119K +$66.9K +300 +124%
WAS
1916
Winch Advisory Services
Wisconsin
$116K -$8.25K -37 -7%
MSFP
1917
Mark Sheptoff Financial Planning
Connecticut
$116K – – –
EWM
1918
Endurance Wealth Management
Rhode Island
$115K +$44.6K +200 +62%
S
1919
Seeyond
France
$114K -$456K -2,046 -80%
FP
1920
Financial Perspectives
Minnesota
$113K – – –
IFAM
1921
Institutional & Family Asset Management
Colorado
$113K – – –
HWM
1922
HighMark Wealth Management
Minnesota
$111K – – –
AFS
1923
Annapolis Financial Services
Maryland
$110K – – –
DWA
1924
Dougherty Wealth Advisers
Minnesota
$110K – – –
SFPG
1925
Stonebridge Financial Planning Group
Florida
$109K -$33.5K -150 -23%
75 76
77
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