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Name Holding Trade Value Shares
Change 		Change in
Stake
PM
2401
Penbrook Management
New York
$707K – – –
EA
2402
Ellsworth Advisors
Ohio
$705K -$264K -982 -29%
OWA
2403
Opal Wealth Advisors
New York
$705K +$8.62K +32 +1%
HWM
2404
Hemington Wealth Management
Virginia
$705K +$30.2K +112 +5%
TCBWMS
2405
Texas Capital Bank Wealth Management Services
Texas
$703K -$1.49M -5,550 -70%
HPC
2406
Hobart Private Capital
North Carolina
$701K -$123K -458 -16%
FHC
2407
First Heartland Consultants
Missouri
$699K -$140K -521 -18%
SRC
2408
Shufro Rose & Co
New York
$698K -$173K -642 -21%
D
2409
Diversified
Delaware
$697K -$32K -119 -5%
AC
2410
Addison Capital
Pennsylvania
$697K – – –
FMN
2411
Financial Management Network
California
$697K +$14.5K +54 +3%
SFP
2412
Sterling Financial Planning
New Jersey
$696K -$27.5K -102 -4%
RGC
2413
Roberts, Glore & Co
Illinois
$694K +$2.15K +8 +0.3%
OBWP
2414
O'Brien Wealth Partners
Massachusetts
$694K +$32.6K +121 +6%
RW
2415
REDW Wealth
New Mexico
$692K – – –
PWS
2416
Precision Wealth Strategies
Missouri
$691K +$632K +2,346 New
LWP
2417
Lumature Wealth Partners
Georgia
$689K +$205K +760 +48%
SP
2418
Successful Portfolios
Florida
$687K -$58.7K -218 -9%
HWM
2419
Howard Wealth Management
Connecticut
$686K -$8.08K -30 -1%
TIA
2420
Trust Investment Advisors
Indiana
$683K -$640K -2,378 -51%
RIM
2421
Rockbridge Investment Management
New York
$682K -$31.5K -117 -5%
BEAM
2422
Baker Ellis Asset Management
Washington
$677K +$619K +2,300 New
GCAC
2423
Guardian Capital Advisors (Canada)
Ontario, Canada
$673K -$51.2K -190 -8%
DW
2424
Domani Wealth
Pennsylvania
$672K – – –
EWM
2425
Endurance Wealth Management
Rhode Island
$672K +$7.54K +28 +1%
95 96
97
98 99