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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2051
Opes Wealth Management
California
$389K -$3.34K -50 -0.9%
HP
2052
Hilltop Partners
Indiana
$389K -$2.67K -40 -0.7%
CSA
2053
Cottage Street Advisors
Massachusetts
$388K -$1.34K -20 -0.4%
CG
2054
Clarus Group
Texas
$388K – – –
TA
2055
TrueWealth Advisors
Alabama
$388K +$95K +1,420 +35%
RI
2056
Ridgewood Investments
New Jersey
$387K – – –
MWA
2057
Motive Wealth Advisors
Michigan
$387K – – –
EIP
2058
Epoch Investment Partners
New York
$386K – – –
DA
2059
Drake & Associates
Wisconsin
$386K +$4.01K +60 +1%
BWM
2060
Biltmore Wealth Management
Arizona
$384K -$76.9K -1,150 -18%
WPC
2061
White Pine Capital
Minnesota
$384K +$50.2K +750 +16%
NB
2062
Nicolet Bankshares
Wisconsin
$383K – – –
MCM
2063
Manchester Capital Management
Vermont
$382K +$20.1K +300 +6%
BFA
2064
Bill Few Associates
Pennsylvania
$382K – – –
JLBC
2065
J.L. Bainbridge & Co
Florida
$382K -$12.7K -190 -3%
CWM
2066
Concentric Wealth Management
California
$382K -$201K -3,000 -36%
FFB
2067
First Financial Bankshares
Texas
$380K -$705K -10,540 -66%
SWP
2068
Summit Wealth Partners
Florida
$380K +$358K +5,360 New
LIA
2069
Lynx Investment Advisory
District of Columbia
$379K +$3.34K +50 +0.9%
CPA
2070
Capital Performance Advisors
California
$379K +$83.6K +1,250 +31%
EB
2071
Emprise Bank
Kansas
$379K -$14.7K -220 -4%
SAM
2072
Strategy Asset Managers
California
$378K +$356K +5,330 New
RIP
2073
RAM Investment Partners
Washington
$378K -$6.69K -100 -2%
TDC
2074
Thompson Davis & Co
Virginia
$377K – – –
FIC
2075
Family Investment Center
Missouri
$376K +$354K +5,300 New
81 82
83
84 85