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Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
2126
Portland Global Advisors
Maine
$290K +$36.4K +100 +14%
EFG
2127
Everhart Financial Group
Ohio
$289K +$303K +832 New
PFWA
2128
Paces Ferry Wealth Advisors
Georgia
$288K – – –
AP
2129
Adero Partners
California
$287K +$26.9K +74 +10%
WOSD
2130
WFA of San Diego
California
$286K +$12K +33 +4%
SAF
2131
Smith Anglin Financial
Texas
$285K +$53.1K +146 +22%
RP
2132
Rice Partnership
Hawaii
$284K – – –
MWC
2133
MBM Wealth Consultants
Missouri
$282K – – –
WBG
2134
Wharton Business Group
Pennsylvania
$282K – – –
XWM
2135
Xcel Wealth Management
Florida
$280K -$145K -400 -33%
CSPIA
2136
Cary Street Partners Investment Advisory
Virginia
$280K -$727 -2 -0.2%
MPIA
2137
Mountain Pacific Investment Advisers
Idaho
$280K – – –
SMFG
2138
Sumitomo Mitsui Financial Group
Japan
$279K +$287K +790 New
GWM
2139
GSB Wealth Management
Connecticut
$278K -$45.1K -124 -13%
OWM
2140
Orgel Wealth Management
Wisconsin
$278K – – –
CC
2141
Cypress Capital
Tennessee
$278K +$291K +801 New
APW
2142
Austin Private Wealth
Texas
$277K – – –
G
2143
GenTrust
Florida
$277K +$60.4K +166 +26%
PWM
2144
PRW Wealth Management
Massachusetts
$276K +$289K +794 New
SF
2145
Symphony Financial
Texas
$275K -$265K -729 -48%
AP
2146
Arlington Partners
Alabama
$275K – – –
CISOA
2147
Capital Investment Services of America
Wisconsin
$275K – – –
LRIA
2148
Leonard Rickey Investment Advisors
Washington
$275K +$12.4K +34 +4%
DFA
2149
DHJJ Financial Advisors
Illinois
$274K -$1.82K -5 -0.6%
BMCM
2150
Bryn Mawr Capital Management
Pennsylvania
$273K +$36.4K +100 +15%
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