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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1801
Halbert Hargrove Global Advisors
California
$340K +$13.8K +145 +5%
LP
1802
LGL Partners
Pennsylvania
$339K -$98.7K -1,034 -25%
EPWM
1803
Essex Private Wealth Management
Massachusetts
$339K – – –
MSFS
1804
Main Street Financial Solutions
Pennsylvania
$337K +$300K +3,145 New
MPW
1805
Monterey Private Wealth
California
$336K +$95 +1 +0%
RP
1806
Rowlandmiller & Partners
Georgia
$336K +$61K +639 +26%
ML
1807
McAdam LLC
Pennsylvania
$335K +$5.16K +54 +2%
SFG
1808
Sovereign Financial Group
Connecticut
$333K +$297K +3,112 New
RWI
1809
Red Wave Investments
Pennsylvania
$330K +$295K +3,087 New
SGK
1810
Steigerwald Gordon & Koch
Virginia
$328K +$13.8K +145 +5%
BCM
1811
BTC Capital Management
Iowa
$328K +$293K +3,073 New
CIP
1812
Convergence Investment Partners
Florida
$327K +$4.01K +42 +1%
GC
1813
Grace Capital
Massachusetts
$327K +$213K +2,235 +271%
WOC
1814
West Oak Capital
California
$326K – – –
SFO
1815
Standard Family Office
South Dakota
$326K +$291K +3,047 New
WB
1816
Webster Bank
Connecticut
$325K -$9.17K -96 -3%
EWM
1817
Evermay Wealth Management
Virginia
$325K – – –
SEP
1818
Southland Equity Partners
Missouri
$324K +$289K +3,030 New
PIM
1819
Penobscot Investment Management
Massachusetts
$324K – – –
WAOI
1820
Wealth Advisors of Iowa
Iowa
$324K +$95 +1 +0%
FCM
1821
Fortis Capital Management
Washington
$324K +$55.5K +581 +24%
FNBOO
1822
First National Bank of Omaha
Nebraska
$323K +$95 +1 +0%
VAG
1823
VisionPoint Advisory Group
Texas
$323K +$29.6K +310 +11%
MFW
1824
Mosaic Family Wealth
Missouri
$323K +$32K +335 +12%
SAM
1825
Synergy Asset Management
Washington
$323K +$288K +3,017 New
71 72
73
74 75