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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1476
BNC Wealth Management
Oregon
$376K -$4.42K -43 -1%
ACM
1477
Arcataur Capital Management
Wisconsin
$376K +$373K +3,627 New
FI
1478
Fractal Investments
Connecticut
$373K – – –
CFP
1479
Catalyst Financial Partners
Massachusetts
$371K +$63.9K +622 +21%
JLBC
1480
J.L. Bainbridge & Co
Florida
$370K – – –
AIA
1481
Angeles Investment Advisors
California
$370K +$116K +1,129 +46%
WA
1482
Waddell & Associates
Tennessee
$369K +$4.32K +42 +1%
WP
1483
WealthPLAN Partners
Nebraska
$368K +$30.8K +300 +9%
MM
1484
Meridian Management
Arkansas
$367K +$8.01K +78 +2%
CTA
1485
Colonial Trust Advisors
South Carolina
$366K -$33.5K -326 -8%
WFI
1486
West Family Investments
California
$366K +$40.8K +397 +13%
TWM
1487
Thrive Wealth Management
Pennsylvania
$366K +$25.3K +246 +7%
1WA
1488
180 Wealth Advisors
Washington
$362K -$3.7K -36 -1%
SLAM
1489
Swiss Life Asset Management
$362K -$6.52M -63,418 -95%
CAC
1490
Certified Advisory Corp
Florida
$361K +$183K +1,783 +105%
FA
1491
Fortis Advisors
Pennsylvania
$360K +$51.4K +500 +17%
PAM
1492
Private Asset Management
California
$360K -$18K -175 -5%
JWCA
1493
J.W. Coons Advisors
Ohio
$357K +$30.8K +300 +10%
WGAM
1494
Wilkinson Global Asset Management
New York
$356K – – –
ST
1495
Smithfield Trust
Pennsylvania
$356K -$104K -1,009 -23%
SIP
1496
Stoneridge Investment Partners
Pennsylvania
$355K – – –
PP
1497
Patron Partners
Texas
$355K +$10.7K +104 +3%
BWCS
1498
Beirne Wealth Consulting Services
Connecticut
$354K – – –
JC
1499
Jacobs & Co
California
$354K -$113K -1,103 -24%
BCP
1500
Berkeley Capital Partners
Georgia
$353K +$21.2K +206 +6%
58 59
60
61 62