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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2051
Wealth Architects
California
$367K +$28K +539 +8%
CAC
2052
Cowen and Company
New York
$366K +$385K +7,400 New
BMC
2053
Beaton Management Company
Massachusetts
$363K +$23.4K +450 +7%
WIA
2054
Westbourne Investment Advisors
Maryland
$362K +$33.8K +650 +10%
CF
2055
Corrigan Financial
Rhode Island
$357K +$7.8K +150 +2%
GCP
2056
GSA Capital Partners
United Kingdom
$357K -$3.28M -63,092 -90%
WA
2057
Winfield Associates
Ohio
$356K -$54.6K -1,050 -13%
AL
2058
Arnhold LLC
New York
$356K – – –
TP
2059
Tranquility Partners
Tennessee
$356K +$168K +3,239 +82%
GM
2060
GeoWealth Management
Illinois
$355K +$372K +7,167 New
CNC
2061
Citizens & Northern Corp
Pennsylvania
$354K – – –
TCM
2062
Tufton Capital Management
Maryland
$353K -$3.9K -75 -1%
CFG
2063
Cooper Financial Group
California
$352K +$44.3K +852 +14%
ARMC
2064
American Research & Management Company
Massachusetts
$351K -$6.6K -127 -2%
CA
2065
Centerpoint Advisors
Massachusetts
$350K – – –
SWMG
2066
Strategic Wealth Management Group
Maryland
$350K +$5.3K +102 +1%
JA
2067
JOYN Advisors
Georgia
$350K +$17.9K +344 +5%
TIM
2068
Total Investment Management
Arizona
$348K +$20.1K +386 +6%
DA
2069
Doliver Advisors
Texas
$347K +$82.2K +1,582 +27%
MC
2070
Mathes Company
New York
$346K – – –
LCC
2071
Lincoln Capital Corp
Rhode Island
$344K -$33.8K -650 -9%
XWM
2072
Xcel Wealth Management
Florida
$344K +$780 +15 +0.2%
NWS
2073
Newport Wealth Strategies
California
$343K -$8.68K -167 -2%
GWI
2074
Grace & White Inc
New York
$343K – – –
BP
2075
BBR Partners
New York
$342K -$18.8K -361 -5%
81 82
83
84 85