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Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
1926
Peoples Bank (Ohio)
Ohio
$455K -$28.5K -580 -6%
GD
1927
Grandfield & Dodd
New York
$454K – – –
TWM
1928
Titus Wealth Management
California
$454K +$32.6K +664 +8%
KLWA
1929
Kelly Lawrence W & Associates
California
$452K – – –
C
1930
Cerebellum
California
$452K +$431K +8,769 New
BFPW
1931
BOK Financial Private Wealth
Colorado
$450K +$50.9K +1,035 +13%
RIS
1932
Retirement Income Solutions
Michigan
$448K +$30.8K +626 +8%
SGK
1933
Steigerwald Gordon & Koch
Virginia
$447K -$8.8K -179 -2%
FA
1934
FCG Advisors
New Jersey
$447K -$5.31K -108 -1%
FA
1935
Financial Advisors
Massachusetts
$446K – – –
JLBC
1936
J.L. Bainbridge & Co
Florida
$445K -$19.7K -400 -4%
PFC
1937
Phocas Financial Corp
California
$445K – – –
SCG
1938
Sonata Capital Group
Washington
$444K -$109K -2,222 -20%
SSWM
1939
Smith Salley Wealth Management
North Carolina
$444K +$99.6K +2,026 +31%
AF
1940
AMG Funds
Connecticut
$443K -$18.4K -374 -4%
WCG
1941
Weaver Consulting Group
California
$443K +$83.5K +1,699 +25%
SWA
1942
Stratos Wealth Advisors
Ohio
$443K +$95.7K +1,946 +29%
CF
1943
Corrigan Financial
Rhode Island
$443K -$4.87K -99 -1%
VWA
1944
VERITY Wealth Advisors
United States
$442K – – –
PFO
1945
Pathstone Family Office
New Jersey
$435K -$1.31M -26,601 -76%
HCM
1946
Hilton Capital Management
New York
$435K -$188K -3,828 -31%
AMCA
1947
Arthur M. Cohen & Associates
Illinois
$435K – – –
HPIA
1948
Hamilton Point Investment Advisors
North Carolina
$435K – – –
STA
1949
Summit Trail Advisors
New York
$435K +$66.1K +1,345 +19%
DE
1950
Day & Ennis
Georgia
$434K +$2.85K +58 +0.7%
76 77
78
79 80