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Name Holding Trade Value Shares
Change 		Change in
Stake
RMCM
1951
Reynders McVeigh Capital Management
Massachusetts
$1.8M -$170K -1,625 -10%
OWA
1952
Outlook Wealth Advisors
Texas
$1.8M -$18K -172 -1%
WIM
1953
Westside Investment Management
California
$1.8M +$105 +1 +0%
HCP
1954
Holt Capital Partners
Texas
$1.79M – – –
FPCP
1955
Fort Point Capital Partners
California
$1.79M +$551K +5,266 +53%
CP
1956
Creekside Partners
California
$1.79M -$23.5K -225 -1%
PWM
1957
Pines Wealth Management
North Carolina
$1.79M -$226K -2,160 -12%
AIM
1958
Allen Investment Management
New York
$1.78M +$7.22K +69 +0.5%
WF
1959
WoodTrust Financial
Wisconsin
$1.78M +$5.12K +49 +0.3%
IFWM
1960
Institute for Wealth Management
Colorado
$1.77M -$310K -2,961 -16%
HAG
1961
HighPoint Advisor Group
Illinois
$1.77M -$2.25M -21,555 -59%
OWA
1962
Opal Wealth Advisors
New York
$1.77M -$284K -2,718 -15%
I2I
1963
Insight 2811 Inc
Illinois
$1.77M +$3.97K +38 +0.3%
EFG
1964
Ethos Financial Group
Pennsylvania
$1.77M -$89.1K -852 -5%
CWA
1965
Clarity Wealth Advisors
California
$1.76M -$3.03K -29 -0.2%
BPMC
1966
Buckland Partners Management Co
New York
$1.76M – – –
RC
1967
RBF Capital
California
$1.76M – – –
VFM
1968
Viking Fund Management
North Dakota
$1.76M – – –
EAM
1969
Everstar Asset Management
North Carolina
$1.76M -$287K -2,744 -15%
MDA
1970
Minot DeBlois Advisors
Massachusetts
$1.75M -$66.2K -633 -4%
PFA
1971
Perryman Financial Advisory
Texas
$1.75M +$4.71K +45 +0.3%
PWP
1972
Precedent Wealth Partners
Texas
$1.75M +$737K +7,047 +90%
DAM
1973
Delta Asset Management
Tennessee
$1.74M +$105 +1 +0%
AA
1974
Auxano Advisors
Washington
$1.74M -$26.9K -257 -2%
AA
1975
Advisory Alpha
Michigan
$1.74M +$365K +3,489 +31%
77 78
79
80 81