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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1876
WJ Wealth Management
Arizona
$642K -$18K -1,120 -3%
BFO
1877
Boston Family Office
Massachusetts
$642K +$27.6K +1,720 +6%
HFP
1878
Holistic Financial Partners
Indiana
$640K -$53.9K -3,360 -10%
FBB
1879
Fulton Breakefield Broenniman
Maryland
$638K – – –
CCB
1880
Cutter & Co Brokerage
Missouri
$638K +$3.21K +200 +0.6%
TSS
1881
Two Sigma Securities
New York
$637K -$352K -21,960 -41%
BWM
1882
Birchcreek Wealth Management
Ohio
$637K -$26.9K -1,680 -5%
EM
1883
Excalibur Management
Massachusetts
$636K +$76.9K +4,800 +18%
PWM
1884
Peterson Wealth Management
Nevada
$636K +$121K +7,560 +31%
KOC
1885
Koss-Olinger Consulting
Florida
$635K -$2.32M -144,800 -82%
DIM
1886
Delta Investment Management
California
$633K +$68K +4,240 +15%
EAM
1887
Evanson Asset Management
California
$631K +$3.85K +240 +0.8%
FM
1888
Family Management
New York
$630K +$42.3K +2,640 +9%
HMS
1889
Hanseatic Management Services
New Mexico
$630K +$395K +24,640 +358%
PBO
1890
Peoples Bank (Ohio)
Ohio
$624K +$25.6K +1,600 +5%
MSFP
1891
Mark Sheptoff Financial Planning
Connecticut
$624K +$260K +16,200 +108%
SICM
1892
Sustainable Insight Capital Management
New York
$623K -$866K -54,040 -63%
CNAM
1893
Campbell Newman Asset Management
Wisconsin
$622K -$123K -7,680 -20%
HIMC
1894
Heritage Investors Management Corp
Maryland
$622K – – –
LC
1895
LCNB Corp
Ohio
$622K – – –
KM
1896
Kalos Management
Georgia
$622K +$306K +19,120 +19%
YWP
1897
YorkBridge Wealth Partners
New York
$621K -$410K -25,600 -45%
MSA
1898
Marino Stram & Associates
Massachusetts
$621K +$159K +9,920 +47%
LWMM
1899
Legacy Wealth Management (Mississippi)
Mississippi
$620K -$660K -41,160 -57%
FCM
1900
Fortis Capital Management
Washington
$620K -$638K -39,800 -24%
74 75
76
77 78