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Name Holding Trade Value Shares
Change 		Change in
Stake
VW
1876
Vantage Wealth
California
$290K – – –
WGAM
1877
Wilkinson Global Asset Management
New York
$290K – – –
PSF
1878
Pacific Sun Financial
California
$288K +$324K +1,986 New
FANJ
1879
Financial Architects (New Jersey)
New Jersey
$287K +$72.6K +445 +29%
AWP
1880
Abacus Wealth Partners
California
$287K -$36.5K -224 -10%
NB
1881
Northwest Bancshares
Pennsylvania
$286K – – –
DIP
1882
DT Investment Partners
Pennsylvania
$285K +$320K +1,960 New
PD
1883
Planning Directions
Pennsylvania
$283K +$163 +1 +0.1%
APWM
1884
Atlas Private Wealth Management
New York
$282K – – –
EAM
1885
Evanson Asset Management
California
$281K -$326 -2 -0.1%
CCC
1886
Chelsea Counsel Company
California
$281K – – –
WCWM
1887
Willow Creek Wealth Management
California
$280K – – –
QCM
1888
Quest Capital Management
Texas
$280K +$7.83K +48 +3%
FC
1889
Ferris Capital
Massachusetts
$280K +$273K +1,676 New
RWA
1890
RGT Wealth Advisors
Texas
$279K -$20.4K -125 -6%
VCM
1891
Versant Capital Management
Arizona
$279K -$2.61K -16 -0.8%
CWC
1892
Carolinas Wealth Consulting
North Carolina
$278K -$28.2K -173 -8%
COCM
1893
Charter Oak Capital Management
New Hampshire
$277K -$21.4K -131 -6%
CIA
1894
Compass Ion Advisors
Pennsylvania
$277K -$8.32K -51 -3%
LFASL
1895
Lugano Financial Advisors SA (LFA)
Switzerland
$277K +$25.8K +158 +9%
BWG
1896
Beta Wealth Group
California
$276K – – –
BWP
1897
Baldwin Wealth Partners
Massachusetts
$276K +$29.3K +180 +10%
CIAS
1898
CFS Investment Advisory Services
New Jersey
$276K +$310K +1,900 New
PBO
1899
Peoples Bank (Ohio)
Ohio
$275K +$6.52K +40 +2%
DAM
1900
Deltec Asset Management
New York
$274K – – –
74 75
76
77 78