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Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
2101
Silicon Valley Capital Partners
California
$619K +$21.9K +230 +4%
ACM
2102
Avalon Capital Management
California
$618K -$68.5K -720 -10%
GD
2103
Grandfield & Dodd
New York
$618K -$9.51K -100 -1%
FWA
2104
Flagship Wealth Advisors
Massachusetts
$615K – – –
TAM
2105
Townsend Asset Management
North Carolina
$615K +$3.8K +40 +0.6%
FG
2106
Foster Group
Iowa
$614K +$130K +1,370 +26%
PFS
2107
Physicians Financial Services
North Carolina
$613K +$625K +6,570 New
GCA
2108
Gradient Capital Advisors
California
$613K -$59K -620 -9%
BG
2109
Bahl & Gaynor
Ohio
$610K -$10.5K -110 -2%
NGA
2110
Naples Global Advisors
Florida
$608K -$38K -400 -6%
IWS
2111
Insight Wealth Strategies
California
$608K -$3.8K -40 -0.6%
SIA
2112
Strategic Investment Advisors
Michigan
$607K -$19K -200 -3%
CA
2113
Cornerstone Advisory
Maryland
$606K +$25.7K +270 +5%
CNBOF
2114
City National Bank of Florida
Florida
$606K +$31.4K +330 +5%
HCA
2115
Horan Capital Advisors
Ohio
$606K – – –
VCAM
2116
Van Cleef Asset Management
Ohio
$606K – – –
WC
2117
Weil Company
California
$605K – – –
BWP
2118
Baldwin Wealth Partners
Massachusetts
$605K +$2.85K +30 +0.5%
FWP
2119
Falcon Wealth Planning
California
$604K +$123K +1,290 +25%
WEG
2120
World Equity Group
Illinois
$604K -$755K -7,940 -52%
CP
2121
Clarendon Private
Massachusetts
$602K -$94.2K -990 -13%
NCM
2122
Northside Capital Management
Oregon
$602K +$29.5K +310 +5%
APM
2123
Advanced Portfolio Management
New York
$602K +$260K +2,730 +73%
CWIG
2124
Chung Wu Investment Group
Texas
$601K -$875K -9,200 -59%
GFA
2125
Gallagher Fiduciary Advisors
Illinois
$597K -$42.8K -450 -7%
83 84
85
86 87