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Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1801
Cooper/Haims Advisors
New York
$352K – – –
CCM
1802
Carlson Capital Management
Minnesota
$352K +$37.4K +319 +11%
CAMG
1803
CWA Asset Management Group
Florida
$352K +$54.4K +465 +17%
RW
1804
REDW Wealth
New Mexico
$351K -$117K -1,000 -24%
HWMA
1805
Heritage Wealth Management (Arizona)
Arizona
$351K -$13.7K -117 -4%
LP
1806
LGL Partners
Pennsylvania
$351K +$468 +4 +0.1%
BL
1807
Balentine LLC
Georgia
$348K -$6.44K -55 -2%
EBA
1808
Eagle Bay Advisors
New York
$348K +$125K +1,066 +51%
SSWG
1809
Seven Springs Wealth Group
Tennessee
$347K – – –
AWAG
1810
ARS Wealth Advisors Group
Florida
$346K +$367K +3,135 New
PWM
1811
Peterson Wealth Management
Nevada
$345K +$24.5K +209 +7%
FPCP
1812
Fort Point Capital Partners
California
$345K +$366K +3,128 New
OCM
1813
Osterweis Capital Management
California
$344K -$7.61K -65 -2%
STB
1814
S&T Bank
Pennsylvania
$344K +$18.6K +159 +5%
VWM
1815
Venturi Wealth Management
Texas
$343K -$76K -649 -17%
AIA
1816
Alera Investment Advisors
Illinois
$339K -$61.1K -522 -15%
FNBOSM
1817
First National Bank of South Miami
Florida
$337K -$585 -5 -0.2%
DOA
1818
D'Orazio & Associates
Virginia
$337K +$24.2K +207 +7%
WOC
1819
West Oak Capital
California
$336K – – –
IP
1820
Investment Partners
Ohio
$336K +$100K +858 +39%
RWB
1821
RMR Wealth Builders
New Jersey
$336K +$119K +1,016 +50%
5L
1822
55I LLC
Massachusetts
$334K +$354K +3,024 New
FAG
1823
Financial Advisory Group
Texas
$332K +$234 +2 +0.1%
OWP
1824
Obermeyer Wealth Partners
Colorado
$332K +$5.04K +43 +1%
EPWM
1825
Essex Private Wealth Management
Massachusetts
$331K – – –
71 72
73
74 75