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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1951
Ninepoint Partners
Ontario, Canada
$474K +$53.9K +162 +14%
MC
1952
Matisse Capital
Oregon
$472K – – –
SCM
1953
Schnieders Capital Management
California
$472K +$9.65K +29 +2%
PCIA
1954
Prime Capital Investment Advisors
Kansas
$470K -$993K -2,984 -69%
ACP
1955
Arcus Capital Partners
Georgia
$468K +$436K +1,312 New
AWM
1956
Absher Wealth Management
North Carolina
$466K +$20.3K +61 +5%
AWAP
1957
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$466K +$434K +1,305 New
NB
1958
Northwest Bancshares
Pennsylvania
$462K – – –
PFO
1959
Pathstone Family Office
New Jersey
$462K +$352K +1,057 +442%
TIA
1960
Traphagen Investment Advisors
New Jersey
$460K -$5.99K -18 -1%
DWM
1961
Dorchester Wealth Management
Quebec, Canada
$453K – – –
HC
1962
Hamilton Capital
Ohio
$452K – – –
LAM
1963
LifePro Asset Management
California
$452K +$421K +1,265 New
AFP
1964
Ausdal Financial Partners
Iowa
$449K -$34.6K -104 -8%
WT
1965
Washington Trust
Rhode Island
$448K – – –
KCM
1966
Kathmere Capital Management
Pennsylvania
$447K +$2.66K +8 +0.6%
SAM
1967
Summit Asset Management
Tennessee
$447K +$103K +310 +33%
RCA
1968
Ranch Capital Advisors
Florida
$446K -$14.3K -43 -3%
MIM
1969
Moseley Investment Management
Florida
$442K -$100K -302 -20%
LF
1970
LifeSteps Financial
California
$442K +$33.9K +102 +9%
PWAG
1971
Polaris Wealth Advisory Group
California
$441K -$15.3M -45,995 -97%
SI
1972
Scharf Investments
California
$439K +$136K +408 +50%
SPIO
1973
Seven Post Investment Office
California
$437K +$20K +60 +5%
EWM
1974
Evermay Wealth Management
Virginia
$436K – – –
KFGK
1975
Keystone Financial Group (Kentucky)
Kentucky
$436K +$3.66K +11 +0.9%
77 78
79
80 81