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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1651
Mattern Wealth Management
Kansas
$417K +$397K +4,208 New
PFSC
1652
Peoples Financial Services Corp
Pennsylvania
$417K – – –
WW
1653
Waterfront Wealth
Kansas
$416K +$2.45K +26 +0.7%
GWM
1654
Gitterman Wealth Management
New Jersey
$416K -$3.96K -42 -1%
DI
1655
Diligent Investors
California
$415K +$3.02K +32 +0.8%
WSCM
1656
Wellington Shields Capital Management
New York
$415K – – –
GC
1657
Gratus Capital
Georgia
$414K +$1.89K +20 +0.5%
C
1658
Certuity
Florida
$413K +$22K +233 +6%
CFO
1659
CVA Family Office
Colorado
$413K -$8.4K -89 -2%
PIM
1660
Profit Investment Management
Maryland
$412K – – –
EF
1661
Empowered Funds
Pennsylvania
$412K +$392K +4,149 New
VAM
1662
Verity Asset Management
North Carolina
$411K -$261K -2,763 -40%
SHFA
1663
SS&H Financial Advisors
Michigan
$411K – – –
EFG
1664
Ethos Financial Group
Pennsylvania
$410K +$390K +4,131 New
BWM
1665
Baron Wealth Management
Michigan
$409K +$389K +4,127 New
PP
1666
PDS Planning
Ohio
$409K +$13K +138 +3%
D
1667
Diversified
Delaware
$409K +$2.74K +29 +0.7%
JHCP
1668
Jackson Hole Capital Partners
Oklahoma
$409K – – –
SWM
1669
Silverlake Wealth Management
Vermont
$407K -$20.6K -218 -5%
PP
1670
Paloma Partners
Connecticut
$407K +$387K +4,104 New
LMKC
1671
L.M. Kohn & Company
Ohio
$407K +$16.3K +173 +4%
AFP
1672
Ausdal Financial Partners
Iowa
$407K -$4.43K -47 -1%
CPWA
1673
Cerro Pacific Wealth Advisors
California
$405K -$19.2K -203 -5%
SC
1674
Sonen Capital
California
$404K – – –
AL
1675
Aspiriant LLC
California
$402K -$127K -1,348 -25%
65 66
67
68 69