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Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
1451
Bank of Marin
California
$350K +$7.53K +101 +2%
BWCS
1452
Beirne Wealth Consulting Services
Connecticut
$350K +$372K +4,990 New
RSWM
1453
Robertson Stephens Wealth Management
California
$350K -$1.12K -15 -0.3%
AIA
1454
AssuredPartners Investment Advisors
Florida
$349K -$70.8K -950 -16%
CCM
1455
Conway Capital Management
California
$348K – – –
FG
1456
Foster Group
Iowa
$348K +$7.83K +105 +2%
CF
1457
Clarity Financial
Texas
$347K – – –
CT
1458
Chicago Trust
Illinois
$347K -$7.3K -98 -2%
WPC
1459
Waters Parkerson & Co
Louisiana
$346K -$259K -3,476 -41%
PJSIMP
1460
P.J. Schmidt Investment Management (PJS)
Wisconsin
$344K -$14.9K -200 -4%
DA
1461
Doliver Advisors
Texas
$344K -$1.19K -16 -0.3%
TGAM
1462
TBH Global Asset Management
Tennessee
$344K -$21.6K -290 -6%
MCWS
1463
McKinley Carter Wealth Services
West Virginia
$343K – – –
GDP
1464
Great Diamond Partners
Maine
$343K -$3.35K -45 -0.9%
ML
1465
McAdam LLC
Pennsylvania
$342K +$28.6K +384 +8%
BWA
1466
Burt Wealth Advisors
Maryland
$342K – – –
PAS
1467
Professional Advisory Services
Florida
$341K – – –
WPC
1468
Wedmont Private Capital
Pennsylvania
$339K +$66K +885 +22%
AC
1469
Arjuna Capital
North Carolina
$338K +$16.8K +225 +5%
DAM
1470
Diamant Asset Management
Connecticut
$337K -$74.5K -1,000 -17%
SC
1471
Searle & Co
Connecticut
$337K – – –
AWAU
1472
Alliance Wealth Advisors (Utah)
Utah
$337K +$50.5K +677 +16%
FFS
1473
Founders Financial Securities
Maryland
$336K -$15.6K -209 -4%
MWA
1474
Meridian Wealth Advisors
Texas
$336K +$149 +2 +0%
NDSI
1475
Newman Dignan & Sheerar Inc
Rhode Island
$336K +$75 +1 +0%
57 58
59
60 61