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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
2226
TRUE Private Wealth Advisors
Oregon
$252K +$15.6K +42 +6%
MPCG
2227
Matrix Private Capital Group
New York
$250K -$10.8K -29 -4%
BMCM
2228
Bryn Mawr Capital Management
Pennsylvania
$250K – – –
OBWP
2229
O'Brien Wealth Partners
Massachusetts
$250K +$10.4K +28 +4%
TSS
2230
Two Sigma Securities
New York
$249K -$189K -509 -43%
MVA
2231
Mount Vernon Associates
Maryland
$248K -$7.44K -20 -3%
WCG
2232
Weaver Consulting Group
California
$248K +$10.4K +28 +4%
AAS
2233
Annex Advisory Services
Wisconsin
$248K +$33.5K +90 +15%
ZF
2234
Zhang Financial
Michigan
$248K +$252K +678 New
AUB
2235
Atlantic Union Bankshares
Virginia
$247K +$252K +677 New
KA
2236
KLCM Advisors
Wisconsin
$246K – – –
SAF
2237
Smith Anglin Financial
Texas
$246K +$372 +1 +0.1%
NL
2238
NWAM LLC
Washington
$245K -$26.4K -71 -10%
AA
2239
Auxano Advisors
Washington
$245K +$249K +671 New
AC
2240
Apogem Capital
New York
$244K -$7.06K -19 -3%
TIA
2241
Tiemann Investment Advisors
California
$244K – – –
HCA
2242
Horan Capital Advisors
Ohio
$243K – – –
NIC
2243
Northwest Investment Counselors
Oregon
$243K – – –
GAM
2244
Grandview Asset Management
Pennsylvania
$243K +$9.29K +25 +4%
CVM
2245
Cheviot Value Management
California
$242K – – –
KPCM
2246
Kings Point Capital Management
New York
$242K – – –
GHA
2247
GW Henssler & Associates
Georgia
$242K +$8.55K +23 +4%
RAM
2248
Redmond Asset Management
Virginia
$241K – – –
SFG
2249
Summit Financial Group
West Virginia
$241K – – –
OFG
2250
Oxford Financial Group
Indiana
$240K +$245K +658 New
88 89
90
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