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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1826
Darwin Wealth Management
Florida
$244K +$850 +10 +0.4%
RCWM
1827
Royal Capital Wealth Management
Indiana
$244K +$246K +2,901 New
SWA
1828
ShankerValleau Wealth Advisors
Illinois
$243K – – –
OCPWS
1829
One Charles Private Wealth Services
Massachusetts
$243K +$245K +2,889 New
WAS
1830
Wealth Advisory Solutions
Indiana
$242K -$38.6K -454 -14%
OWM
1831
Opes Wealth Management
California
$242K -$25.5K -300 -9%
CWP
1832
Concord Wealth Partners
Virginia
$242K +$13.3K +156 +6%
MCM
1833
Mendel Capital Management
Arkansas
$241K -$47.9K -564 -16%
SG
1834
Stonnington Group
California
$241K +$170 +2 +0.1%
MWP
1835
Meridian Wealth Partners
Pennsylvania
$241K +$5.52K +65 +2%
CT
1836
Colonial Trust
South Carolina
$241K +$243K +2,863 New
DCBT
1837
Dakota Community Bank & Trust
North Dakota
$241K +$243K +2,864 New
EVM
1838
Evelyn V. Moreno
$240K -$12.7K -150 -5%
DWA
1839
Dougherty Wealth Advisers
Minnesota
$239K – – –
RTS
1840
Round Table Services
New Jersey
$239K +$2.04K +24 +0.9%
PIM
1841
Penobscot Investment Management
Massachusetts
$238K – – –
WOC
1842
West Oak Capital
California
$238K – – –
OPCM
1843
Osborne Partners Capital Management
California
$238K +$240K +2,823 New
CUAMC
1844
China Universal Asset Management Company
China
$238K +$240K +2,826 New
VWM
1845
Venturi Wealth Management
Texas
$237K -$12.1K -143 -5%
MGIM
1846
M&G Investment Management
United Kingdom
$237K -$3.06K -36 -1%
SCM
1847
Stonehearth Capital Management
Massachusetts
$237K – – –
WDG
1848
Wealth Dimensions Group
Ohio
$237K +$170 +2 +0.1%
WC
1849
Wexford Capital
Florida
$237K +$239K +2,815 New
LOAMS
1850
Lombard Odier Asset Management (Switzerland)
Switzerland
$236K -$335K -3,939 -58%
72 73
74
75 76