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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2201
Bordeaux Wealth Advisors
California
$493K +$40.5K +402 +9%
MF
2202
Manchester Financial
California
$492K +$4.13K +41 +0.8%
AA
2203
Alta Advisers
United Kingdom
$491K – – –
SL
2204
Salomon & Ludwin
Virginia
$490K -$8.97K -89 -2%
1IA
2205
1620 Investment Advisors
Massachusetts
$490K -$2.02K -20 -0.4%
RIS
2206
Retirement Income Solutions
Michigan
$490K +$20.2K +200 +4%
BWM
2207
Baron Wealth Management
Michigan
$490K -$32.7K -324 -6%
3IP
2208
3Chopt Investment Partners
Virginia
$489K -$41.8K -415 -8%
SPWM
2209
Schrum Private Wealth Management
Florida
$487K -$20.7K -205 -4%
SFA
2210
Source Financial Advisors
New York
$487K +$66.3K +658 +16%
WCA
2211
Waypoint Capital Advisors
Minnesota
$487K -$19.4K -192 -4%
WA
2212
WP Advisors
California
$486K -$20.1K -199 -4%
GWANC
2213
Guardian Wealth Advisors (North Carolina)
North Carolina
$486K +$122K +1,209 +33%
BMO
2214
Beck Mack & Oliver
New York
$485K -$60.6K -601 -11%
SDH
2215
Sloy Dahl & Holst
Washington
$484K +$101 +1 +0%
KC
2216
Kades & Cheifetz
Pennsylvania
$484K -$15.2K -151 -3%
SWM
2217
Stockman Wealth Management
Montana
$482K -$248K -2,455 -34%
SSA
2218
South Street Advisors
New York
$482K – – –
WAOI
2219
Wealth Advisors of Iowa
Iowa
$481K +$10.2K +101 +2%
PTC
2220
Philadelphia Trust Company
Pennsylvania
$481K -$5.93M -58,781 -92%
BWA
2221
Burt Wealth Advisors
Maryland
$481K – – –
RIG
2222
RiverFront Investment Group
Virginia
$481K – – –
FPFS
2223
First Personal Financial Services
North Carolina
$479K -$37K -367 -7%
VWM
2224
Vigilare Wealth Management
Arizona
$478K -$82.7K -820 -15%
WDG
2225
Wealth Dimensions Group
Ohio
$478K +$28.9K +287 +6%
87 88
89
90 91