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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1826
Paradigm Asset Management
New York
$276K – – –
CWM
1827
Chemistry Wealth Management
New York
$274K +$12.1K +65 +5%
WSWA
1828
Warren Street Wealth Advisors
California
$273K -$23.3K -125 -8%
OCM
1829
Osterweis Capital Management
California
$273K – – –
WIM
1830
Westside Investment Management
California
$273K +$53.2K +285 +24%
MWM
1831
Modera Wealth Management
New Jersey
$273K +$2.8K +15 +1%
DI
1832
Diligent Investors
California
$271K – – –
NPT
1833
National Philanthropic Trust
Pennsylvania
$271K +$276K +1,475 New
FA
1834
FDx Advisors
Illinois
$271K -$86.9K -465 -24%
LF
1835
Lantz Financial
Illinois
$270K -$18.7K -100 -6%
HI
1836
Harbour Investments
Wisconsin
$270K +$52.3K +280 +24%
WA
1837
WealthTrust Axiom
Pennsylvania
$269K +$46.7K +250 +21%
BTWM
1838
Baker Tilly Wealth Management
Wisconsin
$267K -$67.2K -360 -20%
CRI
1839
Colonial River Investments
Virginia
$267K -$2.8K -15 -1%
WBC
1840
West Branch Capital
Massachusetts
$266K -$11.2K -60 -4%
FSA
1841
Franklin Street Advisors
North Carolina
$266K – – –
GAA
1842
Guardian Asset Advisors
Pennsylvania
$265K -$42K -225 -14%
PVI
1843
Pine Valley Investments
New Jersey
$265K +$934 +5 +0.3%
EW
1844
Elyxium Wealth
California
$265K +$7.47K +40 +3%
T
1845
Tidemark
California
$263K – – –
CA
1846
Continuum Advisory
Idaho
$263K -$907K -4,855 -77%
FP
1847
Fiduciary Planning
Florida
$263K +$2.8K +15 +1%
MCM
1848
MV Capital Management
Maryland
$262K – – –
RCA
1849
Riverview Capital Advisers
Massachusetts
$262K +$266K +1,425 New
IA
1850
IFG Advisory
Georgia
$261K -$19.6K -105 -7%
72 73
74
75 76