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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1801
Baldwin Wealth Partners
Massachusetts
$139K -$9.14K -200 -6%
ACM
1802
AUA Capital Management
Pennsylvania
$139K – – –
VIM
1803
Veritas Investment Management
United Kingdom
$139K – – –
BWA
1804
BDO Wealth Advisors
Florida
$136K -$9.82K -215 -7%
ST
1805
Sageworth Trust
Pennsylvania
$135K +$54.8K +1,200 +69%
MCM
1806
MV Capital Management
Maryland
$132K – – –
NWM
1807
Northwest Wealth Management
Iowa
$130K -$5.03K -110 -4%
SEIA
1808
Signature Estate & Investment Advisors
California
$128K +$5.71K +125 +5%
WIA
1809
Westbourne Investment Advisors
Maryland
$117K +$116K +2,529 New
CPH
1810
C Partners Holding
Switzerland
$116K -$118K -2,575 -51%
PCTC
1811
Perkins Coie Trust Company
Washington
$116K – – –
WA
1812
WP Advisors
California
$114K +$1K +22 +0.9%
CFD
1813
Creative Financial Designs
Indiana
$113K -$73.7K -1,614 -40%
SMG
1814
Spectrum Management Group
Indiana
$113K – – –
TIM
1815
Tortoise Investment Management
New York
$113K – – –
MFBTD
1816
MB Financial Bank - Trust Department
Illinois
$111K -$3.38K -74 -3%
TWMP
1817
Taylor Wealth Management Partners
Massachusetts
$106K – – –
TCM
1818
Tradewinds Capital Management
Washington
$105K -$19.5K -426 -16%
LWM
1819
Lenox Wealth Management
Ohio
$104K -$18.9K -413 -16%
GWS
1820
Glassman Wealth Services
Virginia
$104K +$183 +4 +0.2%
WA
1821
WealthTrust-Arizona
Arizona
$104K +$17K +373 +20%
LIM
1822
Lagoda Investment Management
New York
$97K – – –
LD
1823
Lipe & Dalton
New York
$97K – – –
AIM
1824
Arcadia Investment Management
Michigan
$91K -$28.8K -630 -24%
EWM
1825
Endurance Wealth Management
Rhode Island
$91K – – –
71 72
73
74 75