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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1126
Clearwater Capital Advisors
Illinois
$200K – – –
TPW
1127
Tiller Private Wealth
Pennsylvania
$200K – – –
PCP
1128
Proficio Capital Partners
Massachusetts
$199K -$179K -4,940 -48%
WSTAM
1129
Wilbanks Smith & Thomas Asset Management
Virginia
$199K -$34.5K -950 -15%
WT
1130
Whittier Trust
California
$199K -$12.3K -340 -6%
TC
1131
Truvestments Capital
Florida
$195K +$189K +5,200 New
AWM
1132
Avior Wealth Management
Nebraska
$190K +$20K +550 +12%
PI
1133
Parkside Investments
Illinois
$187K -$181K -5,000 -50%
OIA
1134
OneDigital Investment Advisors
Kansas
$187K -$7.26K -200 -4%
PFO
1135
Pathstone Family Office
New Jersey
$181K +$73.3K +2,020 +72%
ME
1136
McIlrath & Eck
Washington
$180K -$166K -4,570 -49%
LWM
1137
Lenox Wealth Management
Ohio
$178K +$28.3K +780 +20%
FPFS
1138
First Personal Financial Services
North Carolina
$178K +$31.6K +870 +22%
OAJ
1139
Ogorek Anthony Joseph
New York
$176K – – –
HAM
1140
Highstreet Asset Management
Ontario, Canada
$175K +$170K +4,670 New
BBA
1141
Braun-Bostich & Associates
Pennsylvania
$169K – – –
WWMSC
1142
Wagner Wealth Management (South Carolina)
South Carolina
$168K +$24.3K +670 +18%
PFBT
1143
Parkside Financial Bank & Trust
Missouri
$165K -$1.09K -30 -0.7%
RMAM
1144
Raab & Moskowitz Asset Management
New Jersey
$164K +$159K +4,390 New
HR
1145
Howe & Rusling
New York
$162K +$150K +4,140 +2,179%
DWM
1146
Destination Wealth Management
California
$161K -$163K -4,480 -51%
CAM
1147
Columbia Asset Management
Michigan
$161K +$156K +4,290 New
DAM
1148
Delta Asset Management
Tennessee
$159K – – –
LF
1149
Lee Financial
Texas
$156K +$132K +3,650 +716%
PFSC
1150
Peoples Financial Services Corp
Pennsylvania
$154K – – –
44 45
46
47 48