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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1876
SkyOak Wealth
Michigan
$339K – – –
WCP
1877
Welch Capital Partners
New York
$339K – – –
RC
1878
Roundview Capital
New Jersey
$338K -$1.69M -17,119 -83%
KWM
1879
Kolinsky Wealth Management
New Jersey
$338K +$3.76K +38 +1%
DS
1880
DRW Securities
Illinois
$338K +$351K +3,548 New
JWM
1881
JGP Wealth Management
Oregon
$337K +$62K +626 +20%
HCA
1882
Heck Capital Advisors
Wisconsin
$336K +$5.94K +60 +2%
ECM
1883
Exchange Capital Management
Michigan
$334K -$16.1K -163 -4%
OPTFSNA
1884
Old Point Trust & Financial Services N A
Virginia
$334K – – –
SFS
1885
Stiles Financial Services
Minnesota
$334K +$346K +3,497 New
AAM
1886
AMI Asset Management
California
$334K +$347K +3,505 New
OFS
1887
OneAscent Financial Services
Alabama
$333K -$85.1K -860 -20%
QCIG
1888
Quad-Cities Investment Group
Iowa
$333K -$78.2K -790 -18%
WAM
1889
Wakefield Asset Management
Colorado
$332K -$30K -303 -8%
MA
1890
MCF Advisors
Kentucky
$332K +$2.28K +23 +0.7%
PTP
1891
Platform Technology Partners
New York
$331K +$343K +3,469 New
BAM
1892
Berkshire Asset Management
Pennsylvania
$328K +$891 +9 +0.3%
ETIA
1893
Epic Trust Investment Advisors
Washington
$328K +$125K +1,265 +58%
IIM
1894
Ipswich Investment Management
Massachusetts
$327K -$99 -1 -0%
AMM
1895
American Money Management
California
$326K +$198 +2 +0.1%
CG
1896
Corundum Group
Colorado
$326K +$338K +3,417 New
KCFA
1897
Key Client Fiduciary Advisors
New Jersey
$325K -$48.6K -491 -13%
SWMP
1898
Signature Wealth Management Partners
New Jersey
$325K -$2.97K -30 -0.9%
SIC
1899
Sterling Investment Counsel
New York
$324K -$19K -192 -5%
AA
1900
Alta Advisers
United Kingdom
$324K +$337K +3,400 New
74 75
76
77 78