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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2101
Pure Financial Advisors
California
$381K +$105K +1,053 +39%
WAM
2102
WNY Asset Management
New York
$379K – – –
FFC
2103
First Financial Corp
Indiana
$378K -$1.1K -11 -0.3%
EWM
2104
Elite Wealth Management
Washington
$378K +$140K +1,400 +60%
OPWM
2105
Oxinas Partners Wealth Management
Indiana
$378K +$372K +3,730 New
TA
2106
Trellis Advisors
Washington
$377K -$4.89K -49 -1%
ODFS
2107
O'Donnell Financial Services
California
$376K +$370K +3,710 New
LJAC
2108
L.J. Altfest & Co
New York
$375K -$4.49K -45 -1%
CWM
2109
Connecticut Wealth Management
Connecticut
$371K +$22.7K +228 +7%
SIM
2110
SSI Investment Management
California
$369K – – –
MPW
2111
MA Private Wealth
California
$368K +$3.89K +39 +1%
YWP
2112
YorkBridge Wealth Partners
New York
$368K +$16.5K +165 +5%
ST
2113
Sentinel Trust
Texas
$367K -$1.08M -10,845 -75%
COCM
2114
Charter Oak Capital Management
New Hampshire
$367K -$18.8K -188 -5%
SC
2115
Steph & Co
Wisconsin
$367K +$36.4K +365 +11%
ACA
2116
Atlas Capital Advisors
Wyoming
$367K -$125K -1,250 -26%
CCM
2117
Carlson Capital Management
Minnesota
$366K +$1.6K +16 +0.4%
DWM
2118
Dorchester Wealth Management
Quebec, Canada
$365K -$4.99K -50 -1%
BOM
2119
Bank of Marin
California
$365K +$127K +1,270 +54%
TCM
2120
Triumph Capital Management
Colorado
$365K +$359K +3,595 New
CCG
2121
Chatham Capital Group
Georgia
$363K – – –
UF
2122
Univest Financial
Pennsylvania
$362K – – –
SWM
2123
Sugarloaf Wealth Management
Georgia
$361K -$40.5K -406 -10%
CWM
2124
Cabot Wealth Management
Massachusetts
$359K -$63.6K -638 -15%
WBC
2125
West Branch Capital
Massachusetts
$358K -$21.6K -217 -6%
83 84
85
86 87