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Name Holding Trade Value Shares
Change 		Change in
Stake
LBD
2176
Landsberg Bennett & Dubbaneh
Florida
$379K -$6.67K -123 -2%
OFG
2177
Oxford Financial Group
Indiana
$379K +$40.1K +739 +12%
NPPM
2178
North Point Portfolio Managers
Ohio
$378K -$37.9K -700 -9%
BWM
2179
Baystate Wealth Management
Massachusetts
$377K +$41.6K +768 +12%
AC
2180
Apella Capital
Connecticut
$376K -$30.4K -560 -7%
S
2181
swisspartners
Liechtenstein
$376K – – –
AWM
2182
AllSquare Wealth Management
New York
$375K – – –
NPF
2183
Norris Perne & French
Michigan
$375K – – –
HI
2184
Hoey Investments
Pennsylvania
$375K +$54.2K +1,000 +17%
BA
2185
Ballast Advisors
Minnesota
$374K – – –
BFIC
2186
Bedell Frazier Investment Counselling
California
$374K – – –
HWM
2187
Howard Wealth Management
Connecticut
$373K – – –
SAM
2188
Security Asset Management
New York
$373K – – –
ODFS
2189
O'Donnell Financial Services
California
$372K +$379K +6,984 New
TA
2190
Tiedemann Advisors
New York
$370K -$8.08M -149,127 -96%
WW
2191
Westshore Wealth
California
$370K -$1.85M -34,155 -83%
BEAM
2192
Baker Ellis Asset Management
Washington
$370K -$5.42K -100 -1%
JF
2193
JSF Financial
California
$370K +$29.7K +547 +9%
PIA
2194
Pinion Investment Advisors
Kansas
$369K -$323K -5,960 -46%
WCM
2195
Wedge Capital Management
North Carolina
$369K +$9.6K +177 +3%
CAC
2196
Certified Advisory Corp
Florida
$368K +$15.2K +281 +4%
LAM
2197
LifePro Asset Management
California
$367K +$167K +3,081 +81%
DWM
2198
Defined Wealth Management
Oregon
$364K – – –
SSW
2199
Smith Shellnut Wilson
Mississippi
$363K -$32.4K -597 -8%
WFA
2200
WestHill Financial Advisors
California
$363K +$369K +6,806 New
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88
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