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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1801
Baldwin Wealth Partners
Massachusetts
$141K -$25.9K -600 -16%
SIAS
1802
Shine Investment Advisory Services
Colorado
$140K – – –
BWA
1803
BDO Wealth Advisors
Florida
$139K +$69.9K +1,619 +105%
ACM
1804
AUA Capital Management
Pennsylvania
$132K – – –
VIM
1805
Veritas Investment Management
United Kingdom
$132K – – –
WIM
1806
Westside Investment Management
California
$129K -$1.6K -37 -1%
NWM
1807
Northwest Wealth Management
Iowa
$128K -$10.3K -239 -8%
DOA
1808
D'Orazio & Associates
Virginia
$128K -$3.02K -70 -2%
MCM
1809
MV Capital Management
Maryland
$125K – – –
FL
1810
Fort LP
Maryland
$122K +$121K +2,792 New
TCM
1811
Tradewinds Capital Management
Washington
$118K +$32.3K +747 +38%
LWM
1812
Lenox Wealth Management
Ohio
$117K -$1.64K -38 -1%
CFC
1813
Coyle Financial Counsel
Illinois
$117K +$115K +2,657 New
GBBWRPM
1814
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$116K – – –
SEIA
1815
Signature Estate & Investment Advisors
California
$116K +$114K +2,643 New
AIM
1816
Arcadia Investment Management
Michigan
$114K – – –
PCTC
1817
Perkins Coie Trust Company
Washington
$111K -$28.5K -660 -21%
MFBTD
1818
MB Financial Bank - Trust Department
Illinois
$108K -$10.1K -234 -9%
SMG
1819
Spectrum Management Group
Indiana
$107K – – –
TIM
1820
Tortoise Investment Management
New York
$107K +$1.94K +45 +2%
WA
1821
WP Advisors
California
$107K +$106K +2,448 New
TWMP
1822
Taylor Wealth Management Partners
Massachusetts
$101K -$17.3K -400 -15%
PCM
1823
Princeton Capital Management
New Jersey
$101K – – –
CWA
1824
Clarus Wealth Advisors
Arizona
$101K +$101K +2,331 New
GWS
1825
Glassman Wealth Services
Virginia
$99K +$5.62K +130 +6%
71 72
73
74 75