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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1626
Cobiz Wealth
Colorado
$235K -$134K -2,951 -36%
VST
1627
Van Strum & Towne
California
$234K – – –
MCMT
1628
Moon Capital Management (Tennessee)
Tennessee
$234K +$136 +3 +0.1%
MCA
1629
Morris Capital Advisors
Pennsylvania
$233K – – –
CSA
1630
Cottage Street Advisors
Massachusetts
$232K – – –
MWM
1631
Meridian Wealth Management
Kentucky
$231K -$256K -5,622 -52%
CIP
1632
Capital Insight Partners
Arizona
$231K -$21.3K -468 -8%
FLPIM
1633
F.L. Putnam Investment Management
Massachusetts
$231K +$233K +5,131 New
CWM
1634
Concentric Wealth Management
California
$230K – – –
SCM
1635
SOL Capital Management
Maryland
$230K – – –
UWPG
1636
Ullmann Wealth Partners Group
Florida
$229K -$601K -13,208 -71%
MCM
1637
McRae Capital Management
New Jersey
$229K -$118K -2,600 -34%
SEIA
1638
Signature Estate & Investment Advisors
California
$228K +$409 +9 +0.2%
WDL
1639
Well Done LLC
Michigan
$228K +$9.1K +200 +4%
IWA
1640
Intercontinental Wealth Advisors
Texas
$227K – – –
BOS
1641
Bingham Osborn & Scarborough
California
$227K +$10.7K +235 +5%
CA
1642
Capital Advantage
California
$226K -$23.7K -520 -9%
DLHL
1643
Donald L. Hagan LLC
Florida
$224K -$17.1K -376 -7%
CCA
1644
Conservest Capital Advisors
Pennsylvania
$224K +$1.68K +37 +0.8%
BWM
1645
Baystate Wealth Management
Massachusetts
$224K +$17.3K +381 +8%
JWM
1646
Jacobus Wealth Management
Wisconsin
$223K -$2.96K -65 -1%
WIP
1647
Wellesley Investment Partners
Massachusetts
$223K +$5.91K +130 +3%
MAS
1648
Managed Account Services
Florida
$222K +$136 +3 +0.1%
SCG
1649
Sonata Capital Group
Washington
$221K – – –
SICM
1650
Sustainable Insight Capital Management
New York
$221K – – –
64 65
66
67 68