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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1076
Golden State Wealth Management
California
$356K +$349K +2,250 New
GEA
1077
Glen Eagle Advisors
New Jersey
$352K +$3.88K +25 +1%
BOPW
1078
Brandywine Oak Private Wealth
Pennsylvania
$352K -$21.5K -139 -6%
RWP
1079
RWA Wealth Partners
Massachusetts
$352K -$3.88K -25 -1%
WCM
1080
Whitener Capital Management
North Carolina
$350K +$15.5K +100 +5%
MPPLM
1081
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$350K +$342K +2,209 New
GLI
1082
Guardian Life Insurance
New York
$349K +$9.77K +63 +3%
HCM
1083
Hengehold Capital Management
Ohio
$348K -$9.3K -60 -3%
NJBEST
1084
New Jersey Better Educational Savings Trust
New Jersey
$348K +$31K +200 +10%
CA
1085
Calton & Associates
Florida
$346K +$29K +187 +9%
KTC
1086
Kistler-Tiffany Companies
Pennsylvania
$346K +$215K +1,384 +173%
BBHC
1087
Brown Brothers Harriman & Co
New York
$341K +$135K +871 +68%
VFPI
1088
Vantage Financial Partners (Illinois)
Illinois
$340K +$38.7K +250 +13%
LSAG
1089
Lake Street Advisors Group
New Hampshire
$340K -$19.5K -126 -6%
RPC
1090
Rossmore Private Capital
Connecticut
$340K +$19.1K +123 +6%
P
1091
&Partners
Tennessee
$340K +$70.7K +456 +27%
BDF
1092
Balasa Dinverno & Foltz
$338K +$25.9K +167 +8%
SP
1093
Symmetry Partners
Connecticut
$337K +$330K +2,131 New
FANJ
1094
Financial Architects (New Jersey)
New Jersey
$335K +$52.7K +340 +19%
HKAM
1095
Horizon Kinetics Asset Management
New York
$334K +$328K +2,113 New
CIM
1096
CIM Investment Management
Pennsylvania
$333K – – –
QCM
1097
Quantinno Capital Management
New York
$332K -$132K -849 -29%
CL
1098
CPWM LLC
Washington
$332K -$3.56K -23 -1%
ZIM
1099
Zacks Investment Management
Illinois
$332K +$325K +2,095 New
SEC
1100
Seven Eight Capital
New York
$332K +$325K +2,096 New
42 43
44
45 46