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Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
2051
Alpine Bank Wealth Management
Colorado
$664K -$45.6K -662 -6%
WFG
2052
Wills Financial Group
Virginia
$664K -$8.19K -119 -1%
GWA
2053
Gibson Wealth Advisors
Texas
$663K – – –
BWM
2054
BCS Wealth Management
Tennessee
$663K -$69.4K -1,009 -9%
ERWM
2055
Elk River Wealth Management
Colorado
$662K – – –
AFPL
2056
Advus Financial Partners, LLC
Florida
$661K -$174K -2,528 -20%
RC
2057
Rahlfs Capital
Texas
$661K -$20.6K -300 -3%
SI
2058
Severin Investments
Missouri
$659K +$28.6K +416 +4%
EFG
2059
Embree Financial Group
Illinois
$659K +$4.13K +60 +0.6%
JSAM
2060
J. Safra Asset Management
New York
$657K -$482K -7,005 -41%
RCA
2061
Roberts Capital Advisors
Colorado
$657K +$681K +9,900 New
SRIM
2062
Saratoga Research & Investment Management
California
$656K – – –
NRG
2063
Nemes Rush Group
Michigan
$656K -$51.8K -753 -7%
NAMP
2064
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$655K -$12.4K -180 -2%
FNBOMD
2065
First National Bank of Mount Dora
Florida
$654K -$75.2K -1,092 -10%
WF
2066
WoodTrust Financial
Wisconsin
$653K +$6.88K +100 +1%
ST
2067
Sageworth Trust
Pennsylvania
$652K +$391K +5,688 +137%
GHAM
2068
Gilman Hill Asset Management
Connecticut
$652K -$16.4K -238 -2%
MAM
2069
Madison Asset Management
Wisconsin
$652K -$117K -1,703 -15%
RWPA
2070
Richard W. Paul & Associates
Michigan
$651K +$53.1K +771 +9%
HCC
2071
Hirtle Callaghan & Co
Pennsylvania
$650K -$195K -2,830 -22%
TFO
2072
Tarbox Family Office
California
$649K -$69 -1 -0%
SIM
2073
Sentry Investment Management
Wisconsin
$649K -$167K -2,424 -20%
PFA
2074
Pure Financial Advisors
California
$648K +$7.57K +110 +1%
CWI
2075
Conscious Wealth Investments
Florida
$646K – – –
81 82
83
84 85