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Name Holding Trade Value Shares
Change 		Change in
Stake
WGAM
1876
Wilkinson Global Asset Management
New York
$290K – – –
PSF
1877
Pacific Sun Financial
California
$288K +$324K +1,986 New
FANJ
1878
Financial Architects (New Jersey)
New Jersey
$287K +$72.6K +445 +29%
AWP
1879
Abacus Wealth Partners
California
$287K -$36.5K -224 -10%
NB
1880
Northwest Bancshares
Pennsylvania
$286K – – –
DIP
1881
DT Investment Partners
Pennsylvania
$285K +$320K +1,960 New
PD
1882
Planning Directions
Pennsylvania
$283K +$163 +1 +0.1%
APWM
1883
Atlas Private Wealth Management
New York
$282K – – –
EAM
1884
Evanson Asset Management
California
$281K -$326 -2 -0.1%
CCC
1885
Chelsea Counsel Company
California
$281K – – –
WCWM
1886
Willow Creek Wealth Management
California
$280K – – –
QCM
1887
Quest Capital Management
Texas
$280K +$7.83K +48 +3%
FC
1888
Ferris Capital
Massachusetts
$280K +$273K +1,676 New
RWA
1889
RGT Wealth Advisors
Texas
$279K -$20.4K -125 -6%
VCM
1890
Versant Capital Management
Arizona
$279K -$2.61K -16 -0.8%
CWC
1891
Carolinas Wealth Consulting
North Carolina
$278K -$28.2K -173 -8%
COCM
1892
Charter Oak Capital Management
New Hampshire
$277K -$21.4K -131 -6%
CIA
1893
Compass Ion Advisors
Pennsylvania
$277K -$8.32K -51 -3%
LFASL
1894
Lugano Financial Advisors SA (LFA)
Switzerland
$277K +$25.8K +158 +9%
BWG
1895
Beta Wealth Group
California
$276K – – –
BWP
1896
Baldwin Wealth Partners
Massachusetts
$276K +$29.3K +180 +10%
CIAS
1897
CFS Investment Advisory Services
New Jersey
$276K +$310K +1,900 New
PBO
1898
Peoples Bank (Ohio)
Ohio
$275K +$6.52K +40 +2%
DAM
1899
Deltec Asset Management
New York
$274K – – –
FFA
1900
Founders Financial Alliance
North Carolina
$274K +$22K +135 +8%
74 75
76
77 78