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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1401
Penobscot Investment Management
Massachusetts
$358K +$35.7K +400 +13%
AP
1402
Anchyra Partners
Georgia
$358K +$309K +3,458 New
VHAM
1403
Van Hulzen Asset Management
California
$357K +$357 +4 +0.1%
AWA
1404
AGH Wealth Advisors
Kansas
$357K +$2.14K +24 +0.7%
SGI
1405
Summit Global Investments
Utah
$357K -$140K -1,569 -31%
AWM
1406
Angeles Wealth Management
California
$356K +$307K +3,443 New
HVIA
1407
Hudson Valley Investment Advisors
New York
$355K -$1.07K -12 -0.3%
JIC
1408
Joel Isaacson & Co
New York
$354K +$56.6K +634 +23%
RIA
1409
Richwood Investment Advisors
Ohio
$353K – – –
TDC
1410
Thompson Davis & Co
Virginia
$352K +$303K +3,400 New
BWM
1411
BCS Wealth Management
Tennessee
$352K -$36.2K -406 -11%
JTWM
1412
Jackson Thornton Wealth Management
Alabama
$351K -$893 -10 -0.3%
AO
1413
Advisor OS
Illinois
$351K +$5.45K +61 +2%
LFA
1414
Legacy Financial Advisors
Kentucky
$351K +$27.7K +310 +10%
CWM
1415
Connecticut Wealth Management
Connecticut
$351K – – –
BHPW
1416
Beverly Hills Private Wealth
California
$351K -$404K -4,522 -57%
OWA
1417
Opal Wealth Advisors
New York
$350K +$156K +1,745 +107%
CCA
1418
Childress Capital Advisors
Texas
$348K -$32K -359 -10%
FCCM
1419
First City Capital Management
Georgia
$348K – – –
GIA
1420
Guyasuta Investment Advisors
Pennsylvania
$348K -$7.94K -89 -3%
SWP
1421
Strategic Wealth Partners
Ohio
$347K -$17K -190 -5%
OCM
1422
One Capital Management
California
$346K – – –
PWMG
1423
Prestige Wealth Management Group
New Jersey
$346K -$175K -1,965 -37%
KFI
1424
Key Financial Inc
Pennsylvania
$345K -$5.62K -63 -2%
MCM
1425
Manchester Capital Management
Vermont
$344K -$110K -1,229 -27%
55 56
57
58 59