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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
1776
First National Bank & Trust Co of Newtown
Pennsylvania
$716K -$11.1K -185 -1%
GDP
1777
Great Diamond Partners
Maine
$714K +$47.6K +794 +7%
CPWM
1778
Cypress Point Wealth Management
Texas
$713K +$5.1K +85 +0.7%
ES
1779
Eagle Strategies
New York
$713K +$5.52K +92 +0.7%
CFG
1780
Cooper Financial Group
California
$711K +$166K +2,773 +28%
EIM
1781
Essex Investment Management
Massachusetts
$710K -$720 -12 -0.1%
BFA
1782
Buttonwood Financial Advisors
Maryland
$710K -$44.3K -738 -5%
BCM
1783
BluePath Capital Management
Georgia
$710K +$760K +12,675 New
IGWM
1784
ICA Group Wealth Management
Colorado
$708K +$31.4K +524 +4%
WFM
1785
Wolff Financial Management
Michigan
$707K +$757K +12,627 New
PIP
1786
Peachtree Investment Partners
Florida
$706K +$2.28K +38 +0.3%
LA
1787
Lifeworks Advisors
Michigan
$705K -$11K -183 -1%
PA
1788
PFG Advisors
Arizona
$704K -$3.13M -52,237 -81%
AI
1789
Atom Investors
Texas
$703K +$280K +4,662 +59%
DF
1790
Donoghue Forlines
Massachusetts
$703K +$365K +6,092 +94%
TFA
1791
Teamwork Financial Advisors
Texas
$702K -$4.02M -66,944 -84%
SC
1792
Savoie Capital
Illinois
$701K +$751K +12,523 New
SWA
1793
Sutton Wealth Advisors
Florida
$699K +$4.26K +71 +0.6%
BIM
1794
Baldwin Investment Management
Pennsylvania
$699K – – –
SFG
1795
SevenBridge Financial Group
Pennsylvania
$699K +$34.8K +580 +5%
FZCM
1796
Flynn Zito Capital Management
New York
$694K +$231K +3,847 +45%
CM
1797
Cornerstone Management
Georgia
$694K – – –
LAM
1798
L2 Asset Management
Massachusetts
$693K -$667K -11,119 -100%
EB
1799
Eastern Bank
Massachusetts
$693K – – –
MA
1800
MBA Advisors
Pennsylvania
$692K -$29.8K -497 -4%
70 71
72
73 74