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Name Holding Trade Value Shares
Change 		Change in
Stake
RI
2376
Ridgewood Investments
New Jersey
$468K +$34.8K +135 +8%
JWM
2377
JGP Wealth Management
Oregon
$467K -$28.6K -111 -6%
CFD
2378
Creative Financial Designs
Indiana
$466K +$162K +628 +54%
GA
2379
Greytown Advisors
Florida
$465K +$7.48K +29 +2%
PWC
2380
PYA Waltman Capital
Tennessee
$462K -$208K -807 -31%
TAM
2381
Townsend Asset Management
North Carolina
$462K +$5.42K +21 +1%
DACG
2382
Donor Advised Charitable Giving
California
$461K – – –
SCM
2383
Southport Capital Management
Tennessee
$461K +$122K +472 +37%
WPA
2384
West Paces Advisors
Georgia
$460K -$25.8K -100 -5%
RWRC
2385
R.W. Roge & Company
New York
$457K – – –
CWAF
2386
Core Wealth Advisors (Florida)
Florida
$456K -$74.8K -290 -14%
CCA
2387
Catalyst Capital Advisors
New York
$456K – – –
CA
2388
Capital Advantage
California
$456K +$8.51K +33 +2%
LIA
2389
LBMC Investment Advisors
Tennessee
$454K -$6.96K -27 -2%
MFW
2390
Mosaic Family Wealth
Missouri
$454K – – –
NCM
2391
Nelson Capital Management
California
$450K -$6.45K -25 -1%
FCMC
2392
Founders Capital Management (Connecticut)
Connecticut
$448K – – –
HCM
2393
Hall Capital Management
Rhode Island
$447K -$47.2K -183 -10%
EMFAT
2394
Emerald Mutual Fund Advisers Trust
Pennsylvania
$446K +$140K +541 +47%
VSWA
2395
Vontobel Swiss Wealth Advisors
Switzerland
$445K -$1.39M -5,400 -76%
PA
2396
PSI Advisors
Florida
$445K -$94.6K -367 -18%
NWA
2397
New World Advisors
Massachusetts
$445K -$14.2K -55 -3%
CAM
2398
Crestone Asset Management
Colorado
$445K -$5.16K -20 -1%
SIAP
2399
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$443K – – –
TFCP
2400
Twin Focus Capital Partners
Massachusetts
$443K +$112K +434 +34%
94 95
96
97 98