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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1476
One Wealth Advisors
California
$752K +$120K +2,120 +21%
MCM
1477
Mattern Capital Management
Colorado
$752K +$290K +5,150 +71%
BWM
1478
Blossom Wealth Management
California
$751K +$28.2K +500 +4%
SIC
1479
SFE Investment Counsel
California
$750K -$564 -10 -0.1%
MAWCM
1480
Mine & Arao Wealth Creation & Management
California
$747K -$13.5K -240 -2%
ML
1481
McAdam LLC
Pennsylvania
$743K +$18.6K +330 +3%
SWM
1482
Salvus Wealth Management
New Jersey
$743K -$143K -2,540 -17%
A
1483
AlphaQuest
New York
$743K +$261K +4,630 +61%
CWG
1484
Cornerstone Wealth Group
North Carolina
$743K +$266K +4,710 +63%
HCP
1485
Hexagon Capital Partners
Arkansas
$743K -$11.8K -210 -2%
PSFG
1486
Prairie Sky Financial Group
Illinois
$741K – – –
DDPIC
1487
Deroy & Devereaux Private Investment Counsel
Michigan
$740K -$169K -3,000 -20%
DFG
1488
Delta Financial Group
New Jersey
$738K -$16.4K -290 -2%
NWA
1489
New World Advisors
Massachusetts
$738K +$1.69K +30 +0.2%
TIA
1490
Tiemann Investment Advisors
California
$734K +$13K +230 +2%
AA
1491
Alta Advisers
United Kingdom
$729K – – –
HIC
1492
Holderness Investments Company
North Carolina
$728K -$16.9K -300 -2%
SWM
1493
Segment Wealth Management
Texas
$728K +$64.3K +1,140 +11%
IPW
1494
Invictus Private Wealth
Colorado
$726K -$69.3K -1,230 -9%
FCFC
1495
First Commonwealth Financial Corp
Pennsylvania
$723K -$189K -3,350 -22%
MPWT
1496
MassMutual Private Wealth & Trust
Connecticut
$723K +$48.5K +860 +8%
TW
1497
TritonPoint Wealth
Maryland
$722K -$30.4K -540 -3%
LPAM
1498
Lodestar Private Asset Management
California
$722K -$56.4K -1,000 -8%
NFSG
1499
Newbridge Financial Services Group
Florida
$721K +$284K +5,030 +74%
CCP
1500
Cassia Capital Partners
North Carolina
$720K +$107K +1,890 +19%
58 59
60
61 62