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Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
2051
Root Financial Partners
California
$518K +$152K +1,292 +40%
SI
2052
Severin Investments
Missouri
$518K +$59K +501 +12%
KAH
2053
Kathryn A. Hall
$516K – – –
SSA
2054
Sierra Summit Advisors
Nevada
$514K -$28.1K -239 -5%
WCWM
2055
Willow Creek Wealth Management
California
$514K +$40.6K +345 +8%
AL
2056
Arnhold LLC
New York
$511K – – –
PBF
2057
Petix & Botte Financial
California
$509K – – –
OIM
2058
Orca Investment Management
Oregon
$509K -$707 -6 -0.1%
ITIM
2059
Indiana Trust & Investment Management
Indiana
$507K -$11.8K -100 -2%
SIM
2060
Sentry Investment Management
Wisconsin
$506K -$122K -1,033 -19%
RIS
2061
Retirement Income Solutions
Michigan
$506K – – –
1WM
2062
1858 Wealth Management
Ohio
$506K +$5.18K +44 +1%
GFA
2063
Gallagher Fiduciary Advisors
Illinois
$505K -$82.6K -701 -14%
EFA
2064
Evernest Financial Advisors
Indiana
$504K +$1.53K +13 +0.3%
VCM
2065
Vivaldi Capital Management
Illinois
$504K -$4.83K -41 -0.9%
TTWM
2066
TCV Trust & Wealth Management
Virginia
$503K +$5.42K +46 +1%
HCM
2067
Hutchinson Capital Management
California
$501K -$89.2K -757 -15%
BOH
2068
Bank of Hawaii
Hawaii
$500K -$25.2K -214 -5%
SWM
2069
SeaCrest Wealth Management
New York
$500K -$100K -852 -16%
WRPWM
2070
Werba Rubin Papier Wealth Management
California
$499K +$281K +2,387 +121%
PCFFS
2071
Pacific Center for Financial Services
California
$499K +$118 +1 +0%
KLCM
2072
KG&L Capital Management
Louisiana
$498K -$20.8K -177 -4%
OWA
2073
Octavia Wealth Advisors
Ohio
$498K -$4.83K -41 -0.9%
YIM
2074
Yoffe Investment Management
Pennsylvania
$498K – – –
SL
2075
Salomon & Ludwin
Virginia
$497K +$79.9K +678 +18%
81 82
83
84 85