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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2801
Wealth Architects
California
$3.21M +$170K +733 +6%
JF
2802
JSF Financial
California
$3.2M -$77.3K -333 -2%
UAM
2803
Unison Asset Management
Florida
$3.19M – – –
CWM
2804
Centric Wealth Management
Illinois
$3.19M -$17.2K -74 -0.5%
NSB
2805
Norway Savings Bank
Maine
$3.19M +$3.94K +17 +0.1%
GCM
2806
Glynn Capital Management
California
$3.19M – – –
SAM
2807
Summit Asset Management
Tennessee
$3.19M +$18.6K +80 +0.6%
CYG
2808
Clean Yield Group
Vermont
$3.18M -$299K -1,289 -9%
BCP
2809
Berkeley Capital Partners
Georgia
$3.18M -$5.57K -24 -0.2%
SLWS
2810
Swaine & Leidel Wealth Services
Florida
$3.18M -$14.6K -63 -0.5%
NJBEST
2811
New Jersey Better Educational Savings Trust
New Jersey
$3.17M -$1.58M -6,800 -34%
SWMG
2812
Signature Wealth Management Group
Georgia
$3.17M +$353K +1,523 +13%
WAM
2813
WNY Asset Management
New York
$3.17M +$377K +1,625 +14%
ACA
2814
Atlas Capital Advisors
Wyoming
$3.17M -$59.4K -256 -2%
BI
2815
Bramshill Investments
Florida
$3.16M – – –
FNBOH
2816
First National Bank of Hutchinson
Kansas
$3.16M -$41.1K -177 -1%
CWP
2817
Curated Wealth Partners
California
$3.16M +$89.6K +386 +3%
KC
2818
Kadensa Capital
Hong Kong
$3.16M +$3.11M +13,412 New
XF
2819
XML Financial
Maryland
$3.16M +$138K +594 +5%
PH
2820
Pinnacle Holdings
Oklahoma
$3.16M -$9.51K -41 -0.3%
WCG
2821
Weaver Consulting Group
California
$3.15M +$125K +540 +4%
MFG
2822
Menard Financial Group
Texas
$3.15M -$68.9K -297 -2%
CL
2823
CIM LLC
New York
$3.15M -$133K -575 -4%
ADBIC
2824
A.D. Beadell Investment Counsel
Wisconsin
$3.15M – – –
RA
2825
Rational Advisors
New York
$3.14M -$1.21M -5,201 -28%
111 112
113
114 115