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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
1801
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$513K – – –
GLLW
1802
Graves Light Lenhart Wealth
Virginia
$512K – – –
CAS
1803
Cascadia Advisory Services
Oregon
$512K +$1.39K +25 +0.3%
HPWM
1804
Highland Private Wealth Management
Washington
$512K +$21.1K +378 +4%
MFW
1805
Mosaic Family Wealth
Missouri
$510K -$11.8K -212 -2%
BFA
1806
Beacon Financial Advisory
Ohio
$510K +$2.95K +53 +0.5%
AI
1807
Accredited Investors
Minnesota
$509K +$3.57K +64 +0.7%
CS
1808
Comerica Securities
Michigan
$509K +$5.35K +96 +1%
NME
1809
Notis-McConarty Edward
$509K +$68K +1,220 +14%
NFG
1810
Nadler Financial Group
Illinois
$505K -$62.1K -1,114 -10%
GSEP
1811
Golden State Equity Partners
California
$504K -$35.1K -630 -6%
VCAM
1812
Van Cleef Asset Management
Ohio
$504K – – –
IA
1813
IFG Advisors
Missouri
$503K +$1.06K +19 +0.2%
BWM
1814
Buckley Wealth Management
Nevada
$503K +$1.39K +25 +0.3%
MA
1815
MJP Associates
Connecticut
$501K +$2.12K +38 +0.4%
KPWG
1816
KFA Private Wealth Group
Virginia
$500K -$5.8K -104 -1%
TAM
1817
Townsend Asset Management
North Carolina
$499K +$1.67K +30 +0.3%
BWA
1818
Bordeaux Wealth Advisors
California
$498K +$22.3K +400 +4%
MFG
1819
Magnus Financial Group
New York
$497K +$6.02K +108 +1%
9WM
1820
9258 Wealth Management
Ohio
$496K +$66.9K +1,201 +15%
HWA
1821
HCR Wealth Advisors
California
$493K +$8.47K +152 +2%
GFP
1822
Gryphon Financial Partners
Ohio
$489K -$100K -1,795 -16%
1WA
1823
180 Wealth Advisors
Washington
$489K -$4.74K -85 -0.9%
WAM
1824
WNY Asset Management
New York
$487K -$48.4K -868 -9%
PCM
1825
Prelude Capital Management
New York
$486K -$2.09M -37,462 -80%
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