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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1726
Bellevue Asset Management
Washington
$563K – – –
MC
1727
Miramar Capital
Illinois
$563K +$4.12K +25 +0.7%
GD
1728
Grandfield & Dodd
New York
$560K +$4.45K +27 +0.8%
EI
1729
Ellevest Inc
New York
$559K +$26.1K +158 +5%
CNWM
1730
Clay Northam Wealth Management
California
$559K +$554K +3,356 New
FTA
1731
Financial & Tax Architects
Missouri
$559K – – –
CCA
1732
Conestoga Capital Advisors
Pennsylvania
$557K +$23.9K +145 +5%
OWA
1733
One Wealth Advisors
California
$556K +$25.4K +154 +5%
KTC
1734
Kistler-Tiffany Companies
Pennsylvania
$556K +$85.8K +520 +18%
SDWIA
1735
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$555K +$1.32K +8 +0.2%
KFP
1736
KB Financial Partners
New Jersey
$551K -$148K -900 -21%
AFAS
1737
Acorn Financial Advisory Services
Virginia
$550K -$14.2K -86 -3%
SCA
1738
STALEY CAPITAL ADVISERS
Pennsylvania
$550K +$24.2K +147 +5%
AP
1739
Americana Partners
Texas
$549K -$398K -2,416 -42%
CI
1740
CX Institutional
Indiana
$549K -$33.8K -205 -6%
SDH
1741
Sloy Dahl & Holst
Washington
$549K – – –
FFG
1742
Frisch Financial Group
New York
$548K -$10.6K -64 -2%
IF
1743
Intrua Financial
Texas
$548K +$19.8K +120 +4%
MC
1744
Merlin Capital
Rhode Island
$546K +$540K +3,273 New
MIM
1745
Moseley Investment Management
Florida
$545K +$13.9K +84 +3%
PWMAG
1746
Pinnacle Wealth Management Advisory Group
New Jersey
$545K +$205K +1,243 +61%
CB
1747
CNB Bank
Pennsylvania
$544K -$3.13K -19 -0.6%
DBT
1748
Dubuque Bank & Trust
Iowa
$544K +$28.7K +174 +6%
GAM
1749
Gould Asset Management
California
$544K +$72.6K +440 +16%
QTM
1750
qPULA Trading Management
New York
$542K +$189K +1,143 +54%
68 69
70
71 72