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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1101
Golden State Wealth Management
California
$506K +$72.8K +1,710 +18%
ER
1102
Enlightenment Research
Florida
$501K -$851K -20,000 -65%
NIM
1103
Northeast Investment Management
Massachusetts
$501K – – –
TIA
1104
Tiemann Investment Advisors
California
$499K +$114K +2,690 +33%
PGFC
1105
Peapack-Gladstone Financial Corp
New Jersey
$497K -$3.4K -80 -0.7%
TCM
1106
Tanaka Capital Management
New York
$494K – – –
AIA
1107
Angeles Investment Advisors
California
$493K -$1.7K -40 -0.4%
EFSCE
1108
Enterprise Financial Services Corp (EFSC)
Missouri
$493K +$11.5K +270 +3%
CAG
1109
Crestwood Advisors Group
Massachusetts
$488K +$64.3K +1,510 +16%
SAM
1110
SignalPoint Asset Management
Missouri
$484K -$2.55K -60 -0.6%
PA
1111
Parkside Advisors
California
$480K – – –
PWP
1112
Private Wealth Partners
California
$478K – – –
IHL
1113
Investment House LLC
California
$477K – – –
PTP
1114
Platform Technology Partners
New York
$477K +$70.2K +1,650 +19%
GP
1115
Girard Partners
Pennsylvania
$475K -$652K -15,320 -59%
FWP
1116
FAS Wealth Partners
Kansas
$472K +$8.51K +200 +2%
TP
1117
Tranquility Partners
Tennessee
$468K – – –
AFA
1118
Atlanta Financial Associates
Georgia
$466K – – –
HFM
1119
Hartford Financial Management
Connecticut
$464K – – –
WT
1120
Whittier Trust
California
$464K +$48.9K +1,150 +13%
CSA
1121
Cottage Street Advisors
Massachusetts
$461K +$432K +10,140 New
CFG
1122
Cooper Financial Group
California
$460K -$42.6K -1,000 -9%
SXL
1123
Summit X LLC
Missouri
$460K +$36.6K +860 +9%
RWB
1124
RMR Wealth Builders
New Jersey
$460K +$430K +10,100 New
MGIA
1125
Moneta Group Investment Advisors
Missouri
$457K +$46.4K +1,090 +12%
43 44
45
46 47