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Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
1426
GSA Capital Partners
United Kingdom
$653K -$94.3K -3,003 -13%
PP
1427
PDS Planning
Ohio
$653K +$55.4K +1,765 +10%
KA
1428
Klingman & Associates
New York
$652K -$7.44K -237 -1%
ACA
1429
Atlas Capital Advisors
Wyoming
$652K -$8.1K -258 -1%
WI
1430
Wintrust Investments
Illinois
$650K +$51K +1,625 +9%
RW
1431
REDW Wealth
New Mexico
$650K -$31.3K -997 -5%
HIC
1432
Harvey Investment Company
Kentucky
$648K – – –
FA
1433
Financial Advisors
Massachusetts
$646K – – –
CWP
1434
Corepath Wealth Partners
Arizona
$645K – – –
HWP
1435
Highline Wealth Partners
California
$645K – – –
WA
1436
Waddell & Associates
Tennessee
$645K -$7.75K -247 -1%
GLA
1437
Good Life Advisors
Pennsylvania
$643K +$159K +5,079 +36%
GFP
1438
Gryphon Financial Partners
Ohio
$643K -$31K -989 -5%
DRD
1439
Dennis R. Delaney
$641K -$148K -4,720 -20%
OPCM
1440
Osborne Partners Capital Management
California
$641K -$3.14K -100 -0.5%
TWP
1441
Tempus Wealth Planning
California
$641K +$63 +2 +0%
ACA
1442
Aptus Capital Advisors
Alabama
$639K +$55.1K +1,755 +10%
BI
1443
Ballast Inc
Kentucky
$637K +$11K +350 +2%
GA
1444
Geller Advisors
New York
$636K +$199K +6,348 +50%
CCFCSB
1445
Cape Cod Five Cents Savings Bank
Massachusetts
$636K -$126K -4,019 -17%
HIM
1446
Herald Investment Management
United Kingdom
$635K – – –
TIA
1447
Tiemann Investment Advisors
California
$635K -$23.5K -750 -4%
GWS
1448
Glassman Wealth Services
Virginia
$633K +$62.1K +1,978 +12%
PB
1449
Pinnacle Bancorp
Nebraska
$633K -$1.6K -51 -0.3%
WWA
1450
WCG Wealth Advisors
Nevada
$632K +$593K +18,901 New
56 57
58
59 60