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Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1926
Quadrant Private Wealth Management
Pennsylvania
$320K -$48.5K -903 -14%
LWM
1927
Liberty Wealth Management
California
$319K +$46.5K +864 +18%
MW
1928
Marcum Wealth
Ohio
$319K +$310K +5,767 New
SAG
1929
Spotlight Asset Group
Illinois
$319K +$350K +6,516 New
CG
1930
Cynosure Group
Utah
$318K – – –
FMTC
1931
Farmers & Merchants Trust Company
California
$317K – – –
SCA
1932
Sippican Capital Advisors
Massachusetts
$317K – – –
BCM
1933
Becker Capital Management
Oregon
$317K +$15.7K +292 +5%
RP
1934
Riverbridge Partners
Minnesota
$316K – – –
REMPR
1935
Roof Eidam Maycock Peralta (REMP)
California
$315K – – –
BPWA
1936
Beacon Pointe Wealth Advisors
California
$314K -$33.5K -624 -10%
BHWM
1937
Bay Harbor Wealth Management
Maryland
$314K -$33.3K -619 -10%
JLBC
1938
J.L. Bainbridge & Co
Florida
$314K +$1.34K +25 +0.4%
HCM
1939
Hutchinson Capital Management
California
$310K – – –
ECM
1940
Elgethun Capital Management
South Dakota
$309K +$54 +1 +0%
CG
1941
Corundum Group
Colorado
$309K +$10.9K +202 +4%
RPA
1942
Rock Point Advisors
Vermont
$308K +$2.42K +45 +0.8%
SSWG
1943
Seven Springs Wealth Group
Tennessee
$308K +$300K +5,572 New
SFG
1944
StrategIQ Financial Group
Indiana
$307K +$22.7K +422 +8%
TWM
1945
Titus Wealth Management
California
$307K +$28.7K +533 +11%
IRC
1946
Investors Research Corp
Georgia
$306K – – –
WA
1947
Wealth Architects
California
$305K -$72.3K -1,345 -20%
IIC
1948
Integrated Investment Consultants
Michigan
$304K -$34.7K -645 -11%
BWM
1949
Baystate Wealth Management
Massachusetts
$304K -$3.55K -66 -1%
PV
1950
Private Vista
Illinois
$301K +$18.1K +336 +7%
76 77
78
79 80