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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1726
Blossom Wealth Management
California
$422K +$148K +1,305 +53%
AOWM
1727
Alpha Omega Wealth Management
Virginia
$421K – – –
PFGIA
1728
Patriot Financial Group Insurance Agency
Massachusetts
$421K +$26.7K +236 +7%
EN1L
1729
Engine No 1 LLC
California
$421K +$425K +3,761 New
VWM
1730
Venturi Wealth Management
Texas
$420K -$192K -1,697 -31%
WW
1731
Waterfront Wealth
Kansas
$420K +$11.5K +102 +3%
MCM
1732
Murphy Capital Management
New Jersey
$419K – – –
P
1733
&Partners
Tennessee
$419K – – –
WCWM
1734
Willow Creek Wealth Management
California
$417K – – –
BBI
1735
Baxter Bros Inc
Connecticut
$417K +$11.9K +105 +3%
CGFA
1736
Colton Groome Financial Advisors
North Carolina
$417K +$422K +3,734 New
AFA
1737
American Financial Advisors
Georgia
$415K -$22.3K -197 -5%
BW
1738
Bison Wealth
Georgia
$415K +$83.7K +740 +25%
LCOV
1739
London Company of Virginia
Virginia
$414K – – –
MMPW
1740
Mitchell McLeod Pugh & Williams
Alabama
$414K – – –
MFG
1741
Magnus Financial Group
New York
$414K +$4.3K +38 +1%
SCI
1742
S&CO Inc
Massachusetts
$413K – – –
MFM
1743
MD Financial Management
Ontario, Canada
$410K -$3.22M -28,526 -89%
BDF
1744
Balasa Dinverno & Foltz
$410K +$3.96K +35 +1%
CAM
1745
Cozad Asset Management
Illinois
$409K – – –
CBFP
1746
Cedar Brook Financial Partners
Ohio
$409K +$17.1K +151 +4%
WA
1747
Winfield Associates
Ohio
$408K – – –
WAM
1748
WNY Asset Management
New York
$408K – – –
SC
1749
Solstein Capital
California
$408K +$393K +3,477 +2,010%
FIM
1750
Fernwood Investment Management
Massachusetts
$406K – – –
68 69
70
71 72