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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2051
Silverlake Wealth Management
Vermont
$823K -$128K -1,261 -18%
PT
2052
Plimoth Trust
Massachusetts
$823K -$15.2K -150 -2%
HFM
2053
Hartford Financial Management
Connecticut
$822K -$67.2K -665 -10%
CA
2054
Clune & Associates
Illinois
$820K – – –
MSWM
2055
McGlone Suttner Wealth Management
Wisconsin
$820K +$86.5K +855 +17%
GKWIM
2056
Gerber Kawasaki Wealth & Investment Management
California
$820K +$594K +5,870 New
NRG
2057
Nemes Rush Group
Michigan
$819K +$12.1K +120 +2%
CA
2058
Calton & Associates
Florida
$817K -$373K -3,687 -39%
CPSAC
2059
Chas P. Smith & Associates (CPS)
Florida
$816K – – –
EIP
2060
Ellis Investment Partners
Pennsylvania
$816K +$83.1K +822 +16%
MFC
2061
Mechanics Financial Corp
Ohio
$813K – – –
BBA
2062
BLB&B Advisors
Pennsylvania
$811K -$12.9K -128 -2%
MWA
2063
Medallion Wealth Advisors
Connecticut
$810K -$54.8K -542 -9%
DCM
2064
Driehaus Capital Management
Illinois
$810K -$55K -544 -9%
HGWM
2065
Horst & Graben Wealth Management
Oregon
$806K +$67.2K +665 +12%
GIP
2066
Granite Investment Partners
California
$805K – – –
CIG
2067
Cascade Investment Group
Colorado
$804K -$32.8K -324 -5%
FPCP
2068
Fort Point Capital Partners
California
$804K +$9.61K +95 +2%
OCPWS
2069
One Charles Private Wealth Services
Massachusetts
$800K -$3.84K -38 -0.7%
PWM
2070
Parkshore Wealth Management
California
$800K -$449K -4,440 -44%
IFS
2071
Ifrah Financial Services
Arkansas
$798K -$63.3K -626 -10%
SFG
2072
Stonebridge Financial Group
California
$798K +$578K +5,719 New
LTM
2073
Lotus Technology Management
Florida
$798K +$578K +5,715 New
JFGLC
2074
Johnson Financial Group LLC (Colorado)
Colorado
$798K +$578K +5,712 New
PAG
2075
Poinciana Advisors Group
Florida
$797K -$255K -2,518 -31%
81 82
83
84 85