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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1676
Montecito Bank & Trust
California
$435K -$4.74K -151 -1%
IWM
1677
Integris Wealth Management
California
$434K – – –
IFWM
1678
Institute for Wealth Management
Colorado
$433K -$2.73K -87 -0.7%
OFG
1679
Oxford Financial Group
Indiana
$433K +$131K +4,182 +48%
BCG
1680
Breakwater Capital Group
New Jersey
$433K +$50.6K +1,611 +14%
BWA
1681
Bordeaux Wealth Advisors
California
$433K +$212K +6,738 +109%
EW
1682
Enzi Wealth
Texas
$430K – – –
AWAP
1683
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$429K -$12K -381 -3%
WAM
1684
WNY Asset Management
New York
$429K -$14.8K -470 -4%
BWP
1685
Balboa Wealth Partners
Arizona
$428K -$69.3K -2,208 -15%
BIM
1686
Bridges Investment Management
Nebraska
$428K -$9.42K -300 -2%
POIA
1687
Pin Oak Investment Advisors
Texas
$428K – – –
WIM
1688
Westside Investment Management
California
$427K -$25.1K -800 -6%
CHA
1689
Carmichael Hill & Associates
Maryland
$427K -$35.9K -1,142 -8%
BCM
1690
Boltwood Capital Management
California
$427K -$4.08K -130 -1%
FAFN
1691
First Affirmative Financial Network
Colorado
$427K +$104K +3,309 +35%
KLWA
1692
Kelly Lawrence W & Associates
California
$426K – – –
RPWA
1693
Regent Peak Wealth Advisors
Georgia
$425K +$2.45K +78 +0.6%
BCB
1694
Brian C. Broderick
$425K -$61.2K -1,950 -13%
PAM
1695
Peak Asset Management
Colorado
$425K – – –
CCP
1696
Clarkston Capital Partners
Michigan
$423K – – –
RCM
1697
RB Capital Management
Nevada
$423K -$36.2K -1,153 -8%
SAM
1698
S.A. Mason
Michigan
$423K – – –
TCMP
1699
Thrive Capital Management (Pennsylvania)
Pennsylvania
$420K -$596 -19 -0.2%
NAMP
1700
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$420K -$58.4K -1,860 -13%
66 67
68
69 70