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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1926
Salvus Wealth Management
New Jersey
$321K +$323K +24,160 New
CRCM
1927
Corbett Road Capital Management
Virginia
$320K -$21.4K -1,600 -6%
NC
1928
NovaPoint Capital
Georgia
$317K +$34.3K +2,560 +12%
BOM
1929
Bank of Marin
California
$317K +$62.7K +4,680 +24%
SCA
1930
Spearhead Capital Advisors
Florida
$316K -$10.2K -760 -3%
DP
1931
Dearborn Partners
Illinois
$316K -$1.61K -120 -0.5%
PFA
1932
Professional Financial Advisors
Nebraska
$316K +$536 +40 +0.2%
KMWM
1933
Keudell/Morrison Wealth Management
Oregon
$315K – – –
FPC
1934
Falcon Point Capital
California
$314K -$120K -9,000 -27%
EAM
1935
Evanson Asset Management
California
$314K +$25.2K +1,880 +8%
CT
1936
Cambridge Trust
Massachusetts
$314K +$29.5K +2,200 +10%
EAM
1937
Eagle Asset Management
Florida
$313K -$8.51M -635,360 -96%
BWM
1938
BT Wealth Management
Georgia
$313K – – –
NCM
1939
Northside Capital Management
Oregon
$313K – – –
JCM
1940
JS Capital Management
New York
$313K +$321K +24,000 New
IFAM
1941
Institutional & Family Asset Management
Colorado
$311K -$23K -1,720 -7%
AWM
1942
Accel Wealth Management
Iowa
$310K +$318K +23,720 New
OWA
1943
Opal Wealth Advisors
New York
$309K +$316K +23,640 New
LA
1944
Latitude Advisors
Florida
$309K +$317K +23,680 New
TWA
1945
TCI Wealth Advisors
Arizona
$308K -$23K -1,720 -7%
PFA
1946
Pathway Financial Advisors
Vermont
$308K – – –
KTC
1947
Kistler-Tiffany Companies
Pennsylvania
$308K +$2.68K +200 +0.9%
SRC
1948
Sage Rhino Capital
California
$308K +$4.28K +320 +1%
VSWA
1949
Vontobel Swiss Wealth Advisors
Switzerland
$308K +$38K +2,840 +14%
HFS
1950
Howard Financial Services
Texas
$307K +$315K +23,520 New
76 77
78
79 80