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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1651
Manchester Capital Management
Vermont
$800K -$47.9K -1,092 -5%
DWM
1652
Destination Wealth Management
California
$798K -$77.7K -1,772 -8%
BPM
1653
Bowling Portfolio Management
Ohio
$796K -$89.6K -2,042 -9%
BWAM
1654
Boyd Watterson Asset Management
Ohio
$796K +$221K +5,047 +33%
RGIA
1655
Rainier Group Investment Advisory
Washington
$793K +$217K +4,936 +32%
MLFP
1656
MPS Loria Financial Planners
Illinois
$791K +$3.07K +70 +0.3%
PFO
1657
Pathstone Family Office
New Jersey
$790K -$1.01M -22,935 -53%
DIP
1658
DT Investment Partners
Pennsylvania
$789K -$3.21M -73,235 -78%
PWP
1659
Principle Wealth Partners
Connecticut
$789K – – –
CF
1660
Copperwynd Financial
Arizona
$788K +$101K +2,313 +13%
III
1661
Independent Investors Inc
New York
$786K -$92.1K -2,100 -10%
KPW
1662
Kore Private Wealth
New York
$785K +$24.3K +553 +3%
IIC
1663
Integrated Investment Consultants
Michigan
$784K -$46.7K -1,065 -5%
RTC
1664
Riverview Trust Company
Washington
$783K -$265K -6,029 -23%
AAM
1665
Augustine Asset Management
Florida
$783K -$33.4K -761 -4%
DWM
1666
Darwin Wealth Management
Florida
$782K -$1.61M -36,726 -65%
CHP
1667
Cable Hill Partners
Oregon
$775K +$160K +3,645 +23%
FAN
1668
Financial Advisors Network
California
$773K +$463K +10,546 +116%
KCM
1669
Kendall Capital Management
Maryland
$766K +$46.3K +1,056 +6%
FCCM
1670
First City Capital Management
Georgia
$763K -$39.8K -907 -4%
WA1
1671
Wimmer Associates 1
California
$762K +$198K +4,509 +30%
GWS
1672
Glassman Wealth Services
Virginia
$760K -$526 -12 -0.1%
FFWA
1673
FRG Family Wealth Advisors
Washington
$759K -$48.3K -1,100 -5%
TIA
1674
Tiemann Investment Advisors
California
$759K -$22.7K -518 -3%
IWP
1675
Insight Wealth Partners
Texas
$759K – – –
65 66
67
68 69