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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2176
Peninsula Wealth
California
$503K +$18.2K +374 +4%
CPA
2177
Capital Planning Advisors
California
$502K -$2.92K -60 -0.6%
OBAM
2178
ODDO BHF Asset Management
France
$502K +$459K +9,430 New
PIMG
2179
Patriot Investment Management Group
Tennessee
$502K +$97 +2 +0%
GFS
2180
GYL Financial Synergies
Connecticut
$501K -$366K -7,523 -44%
BFWA
2181
Benchmark Financial Wealth Advisors
Florida
$499K -$243 -5 -0.1%
RTC
2182
Riverview Trust Company
Washington
$499K +$3.11K +64 +0.7%
GL
2183
Gerber LLC
Ohio
$499K +$97 +2 +0%
TIM
2184
Tortoise Investment Management
New York
$499K +$97 +2 +0%
BBI
2185
Baxter Bros Inc
Connecticut
$498K +$632 +13 +0.1%
HR
2186
Hardy Reed
Mississippi
$497K +$973 +20 +0.2%
BAWM
2187
Bennett Associates Wealth Management
Pennsylvania
$497K +$8.61K +177 +2%
CM
2188
Crestline Management
Texas
$497K +$454K +9,330 New
NME
2189
Notis-McConarty Edward
$496K -$306K -6,302 -40%
CBB
2190
Citizens Business Bank
California
$496K -$1.84M -37,804 -80%
HIM
2191
Hillsdale Investment Management
Ontario, Canada
$494K -$584K -12,013 -56%
CP
2192
Canopy Partners
Ohio
$493K -$9K -185 -2%
NCM
2193
NCM Capital Management
New Jersey
$493K -$9.73K -200 -2%
WFA
2194
Wade Financial Advisory
California
$493K – – –
SMC
2195
Smith, Moore & Co
Missouri
$493K -$230K -4,732 -34%
FI
2196
Financial Insights
Washington
$492K -$307K -6,306 -41%
WS
2197
Wela Strategies
Georgia
$490K +$18.8K +387 +4%
ACM
2198
Arcataur Capital Management
Wisconsin
$490K +$2.53K +52 +0.6%
BWP
2199
Barlow Wealth Partners
Kentucky
$490K -$1.07K -22 -0.2%
WRPWM
2200
Werba Rubin Papier Wealth Management
California
$489K +$52.2K +1,074 +13%
86 87
88
89 90