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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2101
Beaumont Financial Advisors
Massachusetts
$309K +$28.4K +652 +9%
SSA
2102
Schonfeld Strategic Advisors
New York
$308K -$3.65M -83,770 -91%
DWM
2103
Darwin Wealth Management
Florida
$308K -$483K -11,081 -59%
BCAM
2104
Boston Common Asset Management
Massachusetts
$308K – – –
SIA
2105
Soltis Investment Advisors
Utah
$308K +$8.72K +200 +3%
MCM
2106
McRae Capital Management
New Jersey
$307K -$4.53K -104 -1%
TC
2107
Tatro Capital
Kentucky
$307K +$7.93K +182 +2%
NCM
2108
Noesis Capital Mangement
Florida
$305K -$20.4K -468 -6%
SMH
2109
Sanders Morris Harris
Texas
$304K +$332K +7,625 New
MCM
2110
Mengis Capital Management
Oregon
$303K +$2K +46 +0.6%
3F
2111
360 Financial
Minnesota
$302K -$62.5K -1,433 -16%
NQWM
2112
Northwest Quadrant Wealth Management
Oregon
$302K -$46.9K -1,076 -12%
PIA
2113
Perennial Investment Advisors
California
$302K -$1.61K -37 -0.5%
BCM
2114
Boltwood Capital Management
California
$301K – – –
BWM
2115
BCS Wealth Management
Tennessee
$301K +$131 +3 +0%
WCM
2116
Weld Capital Management
New York
$300K +$332K +7,616 New
NAMP
2117
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$299K -$43.6K -1,000 -12%
SIC
2118
Samalin Investment Counsel
New York
$299K -$21.9K -503 -6%
FMP
2119
Financial Management Professionals
Texas
$299K -$9.98K -229 -3%
MJP
2120
Michael J. Puzo
$299K -$4.36K -100 -1%
KOMWMG
2121
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$299K +$26.5K +608 +9%
LWA
2122
Lineweaver Wealth Advisors
Ohio
$299K +$331K +7,604 New
PW
2123
Peninsula Wealth
California
$298K -$30.5K -700 -8%
PAS
2124
Professional Advisory Services
Florida
$298K – – –
GFS
2125
GYL Financial Synergies
Connecticut
$297K +$11.4K +262 +4%
83 84
85
86 87