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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2176
Oxford Financial Group
Indiana
$379K +$40.1K +739 +12%
NPPM
2177
North Point Portfolio Managers
Ohio
$378K -$37.9K -700 -9%
BWM
2178
Baystate Wealth Management
Massachusetts
$377K +$41.6K +768 +12%
AC
2179
Apella Capital
Connecticut
$376K -$30.4K -560 -7%
S
2180
swisspartners
Liechtenstein
$376K – – –
AWM
2181
AllSquare Wealth Management
New York
$375K – – –
NPF
2182
Norris Perne & French
Michigan
$375K – – –
HI
2183
Hoey Investments
Pennsylvania
$375K +$54.2K +1,000 +17%
BA
2184
Ballast Advisors
Minnesota
$374K – – –
BFIC
2185
Bedell Frazier Investment Counselling
California
$374K – – –
HWM
2186
Howard Wealth Management
Connecticut
$373K – – –
SAM
2187
Security Asset Management
New York
$373K – – –
ODFS
2188
O'Donnell Financial Services
California
$372K +$379K +6,984 New
TA
2189
Tiedemann Advisors
New York
$370K -$8.08M -149,127 -96%
WW
2190
Westshore Wealth
California
$370K -$1.85M -34,155 -83%
BEAM
2191
Baker Ellis Asset Management
Washington
$370K -$5.42K -100 -1%
JF
2192
JSF Financial
California
$370K +$29.7K +547 +9%
PIA
2193
Pinion Investment Advisors
Kansas
$369K -$323K -5,960 -46%
WCM
2194
Wedge Capital Management
North Carolina
$369K +$9.6K +177 +3%
CAC
2195
Certified Advisory Corp
Florida
$368K +$15.2K +281 +4%
LAM
2196
LifePro Asset Management
California
$367K +$167K +3,081 +81%
DWM
2197
Defined Wealth Management
Oregon
$364K – – –
SSW
2198
Smith Shellnut Wilson
Mississippi
$363K -$32.4K -597 -8%
WFA
2199
WestHill Financial Advisors
California
$363K +$369K +6,806 New
SCS
2200
Syquant Capital SAS
France
$362K -$21.7K -400 -6%
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