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Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
2076
Signet Financial Management
New Jersey
$270K -$16.4K -290 -6%
9WM
2077
9258 Wealth Management
Ohio
$270K -$564 -10 -0.2%
CP
2078
Cumberland Partners
Ontario, Canada
$270K +$251K +4,450 New
WGAM
2079
Wilkinson Global Asset Management
New York
$267K -$171K -3,030 -41%
UAG
2080
United Advisor Group
Ohio
$267K +$248K +4,400 New
WG
2081
Wealth Group
North Carolina
$267K +$248K +4,390 New
MWA
2082
Monograph Wealth Advisors
California
$266K -$77.8K -1,380 -24%
RCM
2083
RNC Capital Management
California
$266K – – –
CPA
2084
Capital Performance Advisors
California
$266K -$19.7K -350 -7%
SAF
2085
Smith Anglin Financial
Texas
$265K -$2.25K -40 -0.9%
T
2086
Tidemark
California
$264K – – –
PIMG
2087
Patriot Investment Management Group
Tennessee
$264K – – –
PA
2088
PSI Advisors
Florida
$264K -$13.5K -240 -5%
BHPW
2089
Beverly Hills Private Wealth
California
$264K -$2.82K -50 -1%
TL
2090
Tradewinds LLC
North Carolina
$263K +$305K +5,410 New
NHT
2091
New Hampshire Trust
New Hampshire
$263K -$11.3K -200 -4%
CPA
2092
Clear Point Advisors
New York
$262K – – –
APWA
2093
Atlas Private Wealth Advisors
New Jersey
$262K -$244K -4,320 -50%
CA
2094
Cornerstone Advisory
Maryland
$262K +$243K +4,310 New
AA
2095
Aire Advisors
California
$261K -$175K -3,100 -42%
WTA
2096
Washington Trust Advisors
Massachusetts
$261K -$4.51K -80 -2%
EIP
2097
Epoch Investment Partners
New York
$260K +$241K +4,280 New
AFG
2098
Allegheny Financial Group
Pennsylvania
$259K -$3.38K -60 -1%
WWC
2099
Waypoint Wealth Counsel
Georgia
$259K +$240K +4,260 New
TCWA
2100
Turtle Creek Wealth Advisors
Texas
$259K -$564 -10 -0.2%
82 83
84
85 86