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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1701
Private Asset Management
California
$410K +$4.82K +90 +1%
SIM
1702
Sonora Investment Management
Arizona
$409K -$15.3K -286 -4%
HPIA
1703
Hamilton Point Investment Advisors
North Carolina
$409K – – –
KB
1704
Kimelman & Baird
New York
$408K – – –
SFG
1705
SevenBridge Financial Group
Pennsylvania
$408K – – –
SW
1706
SlateStone Wealth
Florida
$407K +$3.11K +58 +0.8%
FANJ
1707
Financial Architects (New Jersey)
New Jersey
$407K +$9.69K +181 +2%
PS
1708
Portfolio Solutions
Michigan
$406K -$5.36K -100 -1%
LWM
1709
Lyell Wealth Management
California
$406K – – –
PCFFS
1710
Pacific Center for Financial Services
California
$404K – – –
CAIMH
1711
Central Asset Investments & Management Holdings
Hong Kong
$403K -$650K -12,145 -62%
BOS
1712
Bingham Osborn & Scarborough
California
$403K -$75.2K -1,404 -16%
LC
1713
Landaas & Company
Wisconsin
$402K -$24.2K -452 -6%
CHA
1714
Cooper/Haims Advisors
New York
$402K -$16K -299 -4%
BSPF
1715
British Steel Pension Fund
United Kingdom
$400K -$276K -5,159 -41%
AEPG
1716
American Economic Planning Group
New Jersey
$400K -$14.2K -265 -3%
NL
1717
NWAM LLC
Washington
$400K +$15.7K +294 +4%
NFG
1718
Nadler Financial Group
Illinois
$398K +$375 +7 +0.1%
BOS
1719
Bank of Stockton
California
$397K – – –
TSWM
1720
Triangle Securities Wealth Management
North Carolina
$397K +$75K +1,400 +24%
BBA
1721
Braun-Bostich & Associates
Pennsylvania
$394K +$12.7K +237 +3%
GSWM
1722
Golden State Wealth Management
California
$394K +$157K +2,938 +68%
DA
1723
DSC Advisors
Illinois
$393K +$93.7K +1,750 +32%
NCM
1724
Nelson Capital Management
California
$392K +$61K +1,140 +19%
BCA
1725
Bay Colony Advisors
Massachusetts
$391K -$199K -3,720 -34%
67 68
69
70 71