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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1601
Summit Financial
New Jersey
$393K +$84.3K +1,006 +28%
PFSC
1602
Peoples Financial Services Corp
Pennsylvania
$392K – – –
FWSM
1603
First Wilshire Securities Management
California
$391K – – –
VCM
1604
Vigilant Capital Management
Maine
$391K +$58.7K +701 +18%
CWM
1605
Cadence Wealth Management
Massachusetts
$390K – – –
PPWM
1606
PFG Private Wealth Management
Florida
$386K +$8.88K +106 +2%
ASFA
1607
All Season Financial Advisors
Colorado
$385K +$380K +4,536 New
AG
1608
Appleton Group
Wisconsin
$384K -$11.1K -132 -3%
BWP
1609
BSW Wealth Partners
Colorado
$384K +$48.4K +578 +15%
WDC
1610
Woodward Diversified Capital
California
$383K -$30.4K -363 -7%
GL
1611
Graypoint LLC
New York
$381K +$13.1K +156 +4%
AIM
1612
Aspen Investment Management
Michigan
$381K +$376K +4,488 New
DWM
1613
Defined Wealth Management
Oregon
$380K – – –
T
1614
TOBAM
France
$380K – – –
TA
1615
TruWealth Advisors
Louisiana
$379K -$1.21M -14,465 -76%
IWA
1616
Intercontinental Wealth Advisors
Texas
$379K +$17.8K +213 +5%
BOS
1617
Bank of Stockton
California
$377K -$3.6K -43 -1%
PP
1618
Patron Partners
Texas
$377K – – –
PIA
1619
Perennial Investment Advisors
California
$376K +$64.7K +772 +21%
PAI
1620
Pittenger & Anderson Inc
Nebraska
$376K +$83.8K +1,000 +29%
EFM
1621
E Fund Management
China
$375K +$370K +4,416 New
AP
1622
Appleton Partners
Massachusetts
$374K +$124K +1,480 +51%
AWM
1623
Avior Wealth Management
Nebraska
$373K -$24.4K -291 -6%
UC
1624
Unio Capital
New Jersey
$373K -$13.2K -157 -3%
EI
1625
Ellevest Inc
New York
$373K +$67.9K +811 +23%
63 64
65
66 67