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Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
2201
Northwest Quadrant Wealth Management
Oregon
$688K +$2.79K +41 +0.4%
NAMM
2202
NorthStar Asset Management (Massachusetts)
Massachusetts
$688K – – –
FFG
2203
Fiduciary Financial Group
California
$688K -$10.6K -156 -2%
NAS
2204
NWF Advisory Services
California
$687K -$35.1K -515 -5%
FMTC
2205
Farmers & Merchants Trust Company
California
$687K -$62.4K -916 -8%
DOA
2206
D'Orazio & Associates
Virginia
$687K +$5.25K +77 +0.8%
SP
2207
Stonebrook Private
Michigan
$685K -$37K -543 -5%
GFA
2208
Gallagher Fiduciary Advisors
Illinois
$685K -$2.73K -40 -0.4%
CF
2209
Claris Financial
Virginia
$685K +$40K +587 +6%
DCA
2210
DSG Capital Advisors
Minnesota
$684K -$17K -250 -2%
FWM
2211
Focused Wealth Management
New York
$684K -$682 -10 -0.1%
UB
2212
Umpqua Bank
Oregon
$682K -$613 -9 -0.1%
NPF
2213
Norris Perne & French
Michigan
$682K +$264K +3,870 +64%
CWM
2214
Centurion Wealth Management
Virginia
$681K +$679K +9,957 New
PIM
2215
Profit Investment Management
Maryland
$681K – – –
LPAM
2216
Lodestar Private Asset Management
California
$681K +$251K +3,682 +59%
WCG
2217
Weaver Consulting Group
California
$680K +$9.88K +145 +1%
GAM
2218
Gemmer Asset Management
California
$680K -$341 -5 -0.1%
AFM
2219
Aspetuck Financial Management
Connecticut
$679K – – –
GPW
2220
Gentry Private Wealth
Kansas
$677K +$7.43K +109 +1%
BW
2221
BIP Wealth
Georgia
$676K +$117K +1,713 +21%
PCMC
2222
Paragon Capital Management (Colorado)
Colorado
$675K -$144K -2,114 -18%
TWP
2223
Triad Wealth Partners
Kansas
$675K +$138K +2,018 +26%
HFAS
2224
Hummer Financial Advisory Services
Illinois
$674K – – –
PMA
2225
Prudent Man Advisors
Illinois
$674K -$514K -7,537 -43%
87 88
89
90 91