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Name Holding Trade Value Shares
Change 		Change in
Stake
SEEDPG
2151
S.E.E.D. Planning Group
New York
$646K +$294K +4,224 +84%
RMCM
2152
Reynders McVeigh Capital Management
Massachusetts
$643K -$2.86K -41 -0.4%
RFP
2153
Root Financial Partners
California
$642K +$42K +603 +7%
PMSA
2154
Patrick M. Sweeney & Associates
Illinois
$640K +$11.6K +166 +2%
CSC
2155
Caldwell Sutter Capital
California
$639K +$17.7K +254 +3%
RC
2156
Rexford Capital
Texas
$638K +$4.88K +70 +0.8%
GWM
2157
GDS Wealth Management
Texas
$635K -$2.51K -36 -0.4%
APW
2158
Acima Private Wealth
Virginia
$634K -$4.6K -66 -0.7%
IPW
2159
Inlet Private Wealth
Florida
$634K +$35.8K +513 +6%
SI
2160
Seeds Investor
New York
$633K +$69.6K +998 +12%
BWA
2161
BCU Wealth Advisors
Illinois
$632K – – –
SIG
2162
Spinnaker Investment Group
California
$631K -$139 -2 -0%
DS
2163
DRW Securities
Illinois
$629K +$253K +3,627 +67%
FNBSF
2164
First National Bank Sioux Falls
South Dakota
$627K – – –
ZIG
2165
Zullo Investment Group
Pennsylvania
$624K -$46.3K -664 -7%
AIP
2166
Almanack Investment Partners
Pennsylvania
$624K -$634K -9,092 -50%
BWP
2167
Burling Wealth Partners
Illinois
$624K +$158K +2,273 +34%
TIA
2168
Tandem Investment Advisors
South Carolina
$623K -$132K -1,887 -17%
SWM
2169
Stockman Wealth Management
Montana
$622K +$10.2K +147 +2%
KPWG
2170
KFA Private Wealth Group
Virginia
$621K +$697 +10 +0.1%
CIM
2171
CIM Investment Management
Pennsylvania
$621K – – –
ECM
2172
Estabrook Capital Management
New York
$620K -$256K -3,676 -29%
BPW
2173
Bingham Private Wealth
California
$618K +$960K +13,769 New
LFA
2174
Laraway Financial Advisors
Minnesota
$617K +$1.88K +27 +0.3%
SWK
2175
Stephen W. Kidder
$615K -$17.4K -250 -3%
85 86
87
88 89