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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2076
Worth Asset Management
Texas
$271K +$252K +4,470 New
SFM
2077
Signet Financial Management
New Jersey
$270K -$16.4K -290 -6%
9WM
2078
9258 Wealth Management
Ohio
$270K -$564 -10 -0.2%
CP
2079
Cumberland Partners
Ontario, Canada
$270K +$251K +4,450 New
WGAM
2080
Wilkinson Global Asset Management
New York
$267K -$171K -3,030 -41%
UAG
2081
United Advisor Group
Ohio
$267K +$248K +4,400 New
WG
2082
Wealth Group
North Carolina
$267K +$248K +4,390 New
MWA
2083
Monograph Wealth Advisors
California
$266K -$77.8K -1,380 -24%
RCM
2084
RNC Capital Management
California
$266K – – –
CPA
2085
Capital Performance Advisors
California
$266K -$19.7K -350 -7%
SAF
2086
Smith Anglin Financial
Texas
$265K -$2.25K -40 -0.9%
T
2087
Tidemark
California
$264K – – –
PIMG
2088
Patriot Investment Management Group
Tennessee
$264K – – –
PA
2089
PSI Advisors
Florida
$264K -$13.5K -240 -5%
BHPW
2090
Beverly Hills Private Wealth
California
$264K -$2.82K -50 -1%
TL
2091
Tradewinds LLC
North Carolina
$263K +$305K +5,410 New
NHT
2092
New Hampshire Trust
New Hampshire
$263K -$11.3K -200 -4%
CPA
2093
Clear Point Advisors
New York
$262K – – –
APWA
2094
Atlas Private Wealth Advisors
New Jersey
$262K -$244K -4,320 -50%
CA
2095
Cornerstone Advisory
Maryland
$262K +$243K +4,310 New
AA
2096
Aire Advisors
California
$261K -$175K -3,100 -42%
WTA
2097
Washington Trust Advisors
Massachusetts
$261K -$4.51K -80 -2%
EIP
2098
Epoch Investment Partners
New York
$260K +$241K +4,280 New
AFG
2099
Allegheny Financial Group
Pennsylvania
$259K -$3.38K -60 -1%
WWC
2100
Waypoint Wealth Counsel
Georgia
$259K +$240K +4,260 New
82 83
84
85 86