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Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1651
Gryphon Financial Partners
Ohio
$235K +$228K +2,678 New
IC
1652
Inscription Capital
Texas
$234K -$48.2K -565 -18%
LCM
1653
Liberty Capital Management
Michigan
$234K – – –
OWM
1654
Opes Wealth Management
California
$234K +$7.16K +84 +3%
APW
1655
Aurora Private Wealth
New Jersey
$234K +$227K +2,666 New
CA
1656
Callahan Advisors
Texas
$233K +$2.13K +25 +1%
NRS
1657
Neville Rodie & Shaw
New York
$230K – – –
CPO
1658
Cerity Partners OCIO
New York
$230K +$227K +2,667 New
GIM
1659
Groesbeck Investment Management
New Jersey
$229K -$58.6K -687 -21%
EBT
1660
Enterprise Bank & Trust
Massachusetts
$229K -$10.7K -125 -5%
AWCI
1661
Alpine Woods Capital Investors
New York
$229K – – –
DI
1662
DFPG Investments
Utah
$229K +$3.75K +44 +2%
GCA
1663
Gradient Capital Advisors
California
$228K +$85 +1 +0%
WB
1664
Webster Bank
Connecticut
$227K – – –
PK
1665
Pflug Koory
Nebraska
$226K – – –
BCA
1666
Bay Colony Advisors
Massachusetts
$226K +$208K +2,445 New
POIA
1667
Pin Oak Investment Advisors
Texas
$225K -$13.1K -154 -6%
CWM
1668
Cedar Wealth Management
California
$225K – – –
HCA
1669
Harbour Capital Advisors
Virginia
$225K – – –
CC
1670
Copperleaf Capital
North Carolina
$225K +$218K +2,559 New
LF
1671
LifeSteps Financial
California
$225K +$219K +2,563 New
KFI
1672
Key Financial Inc
Pennsylvania
$223K +$216K +2,532 New
PA
1673
Planning Alternatives
Michigan
$222K – – –
SCM
1674
Stonehearth Capital Management
Massachusetts
$222K – – –
AIC
1675
Ameritas Investment Company
Nebraska
$221K +$5.03K +59 +2%
65 66
67
68 69