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Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
2551
Pacific Edge Advisors
California
$503K -$5.82K -60 -1%
RIA
2552
RPG Investment Advisory
California
$503K +$199K +2,050 +67%
MFG
2553
Merit Financial Group
Georgia
$502K -$1.65K -17 -0.3%
CCA
2554
Conestoga Capital Advisors
Pennsylvania
$502K – – –
AW
2555
Alpha Windward
Massachusetts
$496K -$18.8K -194 -4%
OIM
2556
Opus Investment Management
Massachusetts
$493K – – –
PTC
2557
Provident Trust Company
Wisconsin
$493K – – –
GCA
2558
Gradient Capital Advisors
California
$492K +$123K +1,269 +34%
OIWM
2559
OptiFour Integrated Wealth Management
Virginia
$488K +$7.46K +77 +2%
RIS
2560
Retirement Income Solutions
Michigan
$487K +$214K +2,207 +81%
MCM
2561
MV Capital Management
Maryland
$486K – – –
ZF
2562
Zhang Financial
Michigan
$485K -$2.42K -25 -0.5%
AIP
2563
Almanack Investment Partners
Pennsylvania
$484K -$117K -1,206 -20%
TDC
2564
Thompson Davis & Co
Virginia
$479K -$6.59K -68 -1%
TFF
2565
The Family Firm
Maryland
$477K -$59.5K -614 -11%
KFA
2566
Kabarec Financial Advisors
Illinois
$477K +$156K +1,606 +50%
OWP
2567
Obermeyer Wealth Partners
Colorado
$476K +$12.8K +132 +3%
KM
2568
Kalos Management
Georgia
$472K +$507K +5,226 New
LIM
2569
Lagoda Investment Management
New York
$470K – – –
NA
2570
Nottingham Advisors
New York
$467K -$38.8K -400 -7%
WRM
2571
Weybosset Research & Management
Rhode Island
$467K – – –
HP
2572
HT Partners
Connecticut
$465K – – –
TWM
2573
Titus Wealth Management
California
$463K -$31.2K -322 -6%
OMC
2574
Overbrook Management Corp
New York
$463K – – –
HIM
2575
Hillsdale Investment Management
Ontario, Canada
$462K +$376K +3,880 +485%
101 102
103
104 105