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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2101
WNY Asset Management
New York
$379K – – –
FFC
2102
First Financial Corp
Indiana
$378K -$1.1K -11 -0.3%
EWM
2103
Elite Wealth Management
Washington
$378K +$140K +1,400 +60%
OPWM
2104
Oxinas Partners Wealth Management
Indiana
$378K +$372K +3,730 New
TA
2105
Trellis Advisors
Washington
$377K -$4.89K -49 -1%
ODFS
2106
O'Donnell Financial Services
California
$376K +$370K +3,710 New
LJAC
2107
L.J. Altfest & Co
New York
$375K -$4.49K -45 -1%
CWM
2108
Connecticut Wealth Management
Connecticut
$371K +$22.7K +228 +7%
SIM
2109
SSI Investment Management
California
$369K – – –
MPW
2110
MA Private Wealth
California
$368K +$3.89K +39 +1%
YWP
2111
YorkBridge Wealth Partners
New York
$368K +$16.5K +165 +5%
ST
2112
Sentinel Trust
Texas
$367K -$1.08M -10,845 -75%
COCM
2113
Charter Oak Capital Management
New Hampshire
$367K -$18.8K -188 -5%
SC
2114
Steph & Co
Wisconsin
$367K +$36.4K +365 +11%
ACA
2115
Atlas Capital Advisors
Wyoming
$367K -$125K -1,250 -26%
CCM
2116
Carlson Capital Management
Minnesota
$366K +$1.6K +16 +0.4%
DWM
2117
Dorchester Wealth Management
Quebec, Canada
$365K -$4.99K -50 -1%
BOM
2118
Bank of Marin
California
$365K +$127K +1,270 +54%
TCM
2119
Triumph Capital Management
Colorado
$365K +$359K +3,595 New
CCG
2120
Chatham Capital Group
Georgia
$363K – – –
UF
2121
Univest Financial
Pennsylvania
$362K – – –
SWM
2122
Sugarloaf Wealth Management
Georgia
$361K -$40.5K -406 -10%
CWM
2123
Cabot Wealth Management
Massachusetts
$359K -$63.6K -638 -15%
WBC
2124
West Branch Capital
Massachusetts
$358K -$21.6K -217 -6%
HFP
2125
Holistic Financial Partners
Indiana
$358K +$28.9K +290 +9%
83 84
85
86 87