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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2151
Gemmer Asset Management
California
$164K – – –
SC
2152
Solstein Capital
California
$158K -$238K -4,940 -61%
LAS
2153
Lloyd Advisory Services
Georgia
$158K -$21.6K -449 -12%
DOA
2154
D'Orazio & Associates
Virginia
$158K -$385 -8 -0.2%
APW
2155
Acima Private Wealth
Virginia
$153K – – –
ACM
2156
AUA Capital Management
Pennsylvania
$150K +$2.31K +48 +2%
VCM
2157
Vigilant Capital Management
Maine
$142K -$21.9K -456 -14%
BWP
2158
Baldwin Wealth Partners
Massachusetts
$142K -$3.99K -83 -3%
EWM
2159
Endurance Wealth Management
Rhode Island
$141K +$15.6K +325 +13%
SAM
2160
Security Asset Management
New York
$140K +$137K +2,841 New
KCM
2161
Kathmere Capital Management
Pennsylvania
$139K +$136K +2,821 New
IFAM
2162
Institutional & Family Asset Management
Colorado
$132K -$186K -3,867 -59%
PCTC
2163
Perkins Coie Trust Company
Washington
$128K -$26.6K -554 -18%
HFRG
2164
Houlihan Financial Resource Group
Virginia
$127K +$114K +2,373 New
BCM
2165
Bourgeon Capital Management
Connecticut
$126K – – –
PS
2166
Planned Solutions
California
$126K +$123K +2,550 New
FP
2167
Financial Perspectives
Minnesota
$126K +$96 +2 +0.1%
MF
2168
Manchester Financial
California
$120K -$1.16M -24,152 -91%
GWS
2169
Glassman Wealth Services
Virginia
$119K +$21.9K +455 +23%
BC
2170
Barnett & Company
Tennessee
$119K +$40.9K +850 +54%
CL
2171
CSS LLC
Illinois
$118K – – –
KC
2172
Knuff & Co
California
$118K – – –
IAS
2173
IMA Advisory Services
Colorado
$117K +$19.5K +406 +21%
SLF
2174
Sun Life Financial
Ontario, Canada
$115K +$1.49K +31 +1%
BWA
2175
Burt Wealth Advisors
Maryland
$114K -$15.7K -326 -12%
85 86
87
88 89