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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2051
Westside Investment Management
California
$533K +$6.02K +20 +1%
WA
2052
Wealth Architects
California
$533K -$3.31K -11 -0.6%
FFG
2053
Frisch Financial Group
New York
$533K +$15.4K +51 +3%
HAC
2054
Harbor Advisory Corp
New Hampshire
$532K – – –
OP
2055
ORG Partners
Indiana
$532K -$4.52K -15 -0.9%
IP
2056
Intellectus Partners
California
$532K – – –
GDP
2057
Great Diamond Partners
Maine
$532K -$4.52K -15 -0.9%
TWM
2058
TCFG Wealth Management
California
$530K +$19K +63 +4%
DHC
2059
Drum Hill Capital
Connecticut
$529K – – –
RA
2060
Riversedge Advisors
Delaware
$529K +$103K +341 +25%
LF
2061
LifeSteps Financial
California
$527K – – –
BAM
2062
Bosun Asset Management
Illinois
$524K – – –
OA
2063
Operose Advisors
Wisconsin
$524K – – –
FP
2064
Financial Perspectives
Minnesota
$524K -$4.52K -15 -0.9%
KAM
2065
KEB Asset Management
Illinois
$524K +$18.7K +62 +4%
DWM
2066
Darwin Wealth Management
Florida
$523K +$9.94K +33 +2%
CWM
2067
Cahaba Wealth Management
Georgia
$520K +$301 +1 +0.1%
BHWA
2068
Beacon Harbor Wealth Advisors
Virginia
$520K – – –
WA
2069
WBH Advisory
Maryland
$518K – – –
NF
2070
Nvest Financial
New Hampshire
$517K +$180K +598 +55%
VNA
2071
Valley National Advisers
Pennsylvania
$516K +$37.9K +126 +8%
DTL
2072
Dynamic Technology Lab
Singapore
$515K -$55.4K -184 -10%
FCFC
2073
First Commonwealth Financial Corp
Pennsylvania
$514K -$7.23K -24 -1%
EL
2074
EWA LLC
Pennsylvania
$514K +$35.8K +119 +8%
LI
2075
LifeWealth Investments
Florida
$513K -$39.1K -130 -7%
81 82
83
84 85