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Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
2751
Omnia Family Wealth
Florida
$269K +$237K +1,651 New
CWM
2752
Circle Wealth Management
New Jersey
$268K -$67K -467 -22%
QCIG
2753
Quad-Cities Investment Group
Iowa
$268K +$236K +1,647 New
LCM
2754
Liberty Capital Management
Michigan
$267K +$235K +1,640 New
RWG
2755
Regal Wealth Group
California
$265K +$229K +1,600 New
CSA
2756
Cottage Street Advisors
Massachusetts
$265K +$233K +1,625 New
SFCL
2757
Strengthening Families & Communities LLC
Massachusetts
$264K +$717 +5 +0.3%
SRG
2758
SBB Research Group
Illinois
$264K +$232K +1,620 New
RTS
2759
Round Table Services
New Jersey
$264K +$233K +1,623 New
BFS
2760
Burrus Financial Services
Utah
$263K +$232K +1,617 New
SL
2761
Salomon & Ludwin
Virginia
$263K +$231K +1,614 New
NPT
2762
Nixon Peabody Trust
Massachusetts
$263K +$232K +1,615 New
BWA
2763
Bordeaux Wealth Advisors
California
$263K +$232K +1,618 New
RWI
2764
Red Wave Investments
Pennsylvania
$263K +$232K +1,618 New
SWM
2765
Selective Wealth Management
Virginia
$262K +$52.6K +367 +30%
WW
2766
Westshore Wealth
California
$261K -$725K -5,053 -76%
JBA
2767
Johnson Bixby & Associates
Washington
$261K +$230K +1,603 New
IAG
2768
Investment Advisory Group
Massachusetts
$261K +$230K +1,606 New
CIA
2769
Capital Impact Advisors
Massachusetts
$260K +$229K +1,595 New
PP
2770
Pegasus Partners
Wisconsin
$260K +$229K +1,596 New
SFP
2771
Shepherd Financial Partners
Massachusetts
$258K +$228K +1,587 New
FB
2772
First Bancorp
Maine
$257K +$226K +1,575 New
NCM
2773
New Capital Management
Texas
$256K +$225K +1,571 New
SWRP
2774
Summit Wealth & Retirement Planning
California
$256K +$226K +1,573 New
BA
2775
Bluesphere Advisors
Pennsylvania
$256K +$226K +1,574 New
109 110
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