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Name Holding Trade Value Shares
Change 		Change in
Stake
NWP
2126
Northstar Wealth Partners
Connecticut
$474K -$37.9K -300 -6%
NWA
2127
New World Advisors
Massachusetts
$473K – – –
TPW
2128
Tiller Private Wealth
Pennsylvania
$472K -$181K -1,433 -23%
CYG
2129
Clean Yield Group
Vermont
$471K +$13.1K +104 +2%
RGIA
2130
Rainier Group Investment Advisory
Washington
$471K +$111K +876 +22%
PIMG
2131
Patriot Investment Management Group
Tennessee
$471K +$140K +1,105 +29%
GFS
2132
GYL Financial Synergies
Connecticut
$468K -$40.5K -320 -6%
PAM
2133
Peninsula Asset Management
Florida
$468K +$62.1K +491 +11%
BWA
2134
Burt Wealth Advisors
Maryland
$465K – – –
SFM
2135
Signet Financial Management
New Jersey
$464K +$37.9K +300 +7%
ER
2136
Enlightenment Research
Florida
$460K +$52.3K +414 +12%
MWM
2137
Modera Wealth Management
New Jersey
$460K +$143K +1,130 +31%
PCFFS
2138
Pacific Center for Financial Services
California
$459K -$10.9K -86 -2%
PVWM
2139
Point View Wealth Management
New Jersey
$457K -$5.18K -41 -0.9%
BHA
2140
Beech Hill Advisors
New York
$456K -$6.32K -50 -1%
SSA
2141
South Street Advisors
New York
$455K – – –
RZH
2142
Relyea Zuckerberg Hanson
Connecticut
$455K +$13.4K +106 +2%
CAM
2143
Cozad Asset Management
Illinois
$455K +$107K +845 +22%
RCM
2144
Requisite Capital Management
Texas
$454K -$528K -4,180 -47%
OWA
2145
Outlook Wealth Advisors
Texas
$453K +$167K +1,318 +39%
GWM
2146
Gray Wealth Management
Maine
$453K +$592K +4,683 New
F
2147
Filament
Washington
$451K -$6.45K -51 -1%
CHA
2148
Cooper/Haims Advisors
New York
$450K +$361K +2,852 +158%
MTCM
2149
Mint Tower Capital Management
Netherlands
$450K +$589K +4,660 New
MMG
2150
Monetary Management Group
Missouri
$449K -$1.3M -10,280 -69%
84 85
86
87 88