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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
2201
Pitti Group Wealth Management
New York
$437K +$3.4K +180 +0.6%
MFP
2202
Meridian Financial Partners
Virginia
$436K +$114K +6,030 +33%
DEM
2203
Disciplined Equity Management
Florida
$433K +$24.5K +1,300 +5%
BIA
2204
Bigelow Investment Advisors
Maine
$432K -$566 -30 -0.1%
MHR
2205
Matthew Hamilton Rosenberg
$432K +$22.6K +1,200 +4%
JSAM
2206
J. Safra Asset Management
New York
$431K +$377K +20,000 New
CG
2207
Clarus Group
Texas
$430K +$10.9K +580 +2%
EAM
2208
Evanson Asset Management
California
$428K +$24.2K +1,280 +5%
CWM
2209
Connecticut Wealth Management
Connecticut
$428K +$257K +13,640 +93%
CA
2210
Cambridge Advisors
Nebraska
$426K -$29.6K -1,570 -5%
ANBT
2211
American National Bank & Trust
Texas
$426K -$1.13K -60 -0.2%
MA
2212
MCF Advisors
Kentucky
$426K +$11.9K +630 +2%
BWP
2213
Bernardo Wealth Planning
Pennsylvania
$425K +$123K +6,540 +30%
GPGA
2214
Grandeur Peak Global Advisors
Utah
$424K – – –
HCP
2215
Holt Capital Partners
Texas
$424K – – –
SC
2216
Siena Capital
Ohio
$424K – – –
TA
2217
TruWealth Advisors
Louisiana
$421K +$141K +7,470 +37%
MSR
2218
Main Street Research
Connecticut
$420K -$22.1M -1,169,620 -98%
ES
2219
ETF Store
Kansas
$420K – – –
DBG
2220
De Burlo Group
Massachusetts
$420K +$522K +27,680 New
CIP
2221
Capital Insight Partners
Arizona
$419K -$42.7K -2,260 -8%
PCFFS
2222
Pacific Center for Financial Services
California
$418K – – –
WA
2223
Wealth Architects
California
$416K +$34.2K +1,810 +7%
MIA
2224
MainStreet Investment Advisors
Illinois
$415K -$32.7K -1,730 -6%
NIC
2225
Northwest Investment Counselors
Oregon
$415K +$18.9K +1,000 +4%
87 88
89
90 91