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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1026
Cardiff Park Advisors
California
$536K +$13.5K +650 +3%
RCM
1027
Radnor Capital Management
Pennsylvania
$533K +$24.9K +1,200 +5%
DG
1028
DMC Group
Alabama
$533K -$131K -6,338 -21%
SWM
1029
SilverOak Wealth Management
Minnesota
$533K +$51.3K +2,477 +12%
AL
1030
Arnhold LLC
New York
$531K – – –
PT
1031
Plimoth Trust
Massachusetts
$530K -$58.2K -2,810 -11%
BFIM
1032
Beese Fulmer Investment Management
Ohio
$529K +$69.7K +3,363 +17%
HFS
1033
Hantz Financial Services
Michigan
$527K +$48.3K +2,329 +11%
PFA
1034
Pure Financial Advisors
California
$527K +$46.9K +2,261 +11%
BIG
1035
Brooklyn Investment Group
New York
$526K +$43K +2,073 +10%
I2I
1036
Insight 2811 Inc
Illinois
$526K +$870 +42 +0.2%
WFI
1037
West Family Investments
California
$525K +$222K +10,692 +84%
GL
1038
Graypoint LLC
New York
$524K +$90.9K +4,388 +23%
ST
1039
Smithfield Trust
Pennsylvania
$524K -$30K -1,448 -6%
GPA
1040
Garrison Point Advisors
California
$524K – – –
SN
1041
Sittner & Nelson
Oregon
$523K +$14.5K +701 +3%
CFG
1042
Cooper Financial Group
California
$522K -$50.9K -2,456 -10%
ACM
1043
Armbruster Capital Management
New York
$522K – – –
MWA
1044
Monograph Wealth Advisors
California
$520K +$481K +23,226 New
HIP
1045
Harrell Investment Partners
Texas
$519K +$15.1K +727 +3%
LSPW
1046
Lake Street Private Wealth
Illinois
$518K -$2.09K -101 -0.4%
RBC
1047
Romano Brothers & Co
Illinois
$518K -$45.3K -2,185 -9%
SWM
1048
SeaCrest Wealth Management
New York
$518K +$17.1K +827 +4%
SFC
1049
SYM Financial Corp
Indiana
$516K +$267K +12,870 +127%
OCMI
1050
Oaktop Capital Management II
New Jersey
$515K – – –
40 41
42
43 44