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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1851
Choate Investment Advisors
Massachusetts
$316K -$6.32K -54 -2%
MPW
1852
Monterey Private Wealth
California
$316K +$117 +1 +0%
SRC
1853
Sage Rhino Capital
California
$315K +$7.03K +60 +2%
KCM
1854
Kanawha Capital Management
Virginia
$315K +$12.1K +103 +4%
ML
1855
McAdam LLC
Pennsylvania
$314K -$21.4K -183 -6%
CG
1856
Cutler Group
California
$313K +$186K +1,588 +127%
PIM
1857
Penobscot Investment Management
Massachusetts
$312K -$23.4K -200 -7%
DWA
1858
Dougherty Wealth Advisers
Minnesota
$312K – – –
NJBEST
1859
New Jersey Better Educational Savings Trust
New Jersey
$312K – – –
LCM
1860
LCM Capital Management
Illinois
$312K +$703 +6 +0.2%
SCM
1861
Stonehearth Capital Management
Massachusetts
$311K – – –
WSC
1862
Wellington Shields & Co
New York
$311K – – –
AL
1863
Aspiriant LLC
California
$311K +$117 +1 +0%
LA
1864
Latitude Advisors
Florida
$311K +$331K +2,823 New
SFG
1865
Sovereign Financial Group
Connecticut
$310K -$43.2K -369 -12%
PWA
1866
Physician Wealth Advisors
Utah
$310K – – –
ACP
1867
Aveo Capital Partners
Colorado
$310K +$10.3K +88 +3%
TFF
1868
The Family Firm
Maryland
$310K +$24.5K +209 +8%
OCPWS
1869
One Charles Private Wealth Services
Massachusetts
$306K -$4.57K -39 -1%
CCG
1870
Ceeto Capital Group
Florida
$305K +$351 +3 +0.1%
CRWM
1871
Castle Rock Wealth Management
California
$305K +$34.8K +297 +13%
BWM
1872
Baystate Wealth Management
Massachusetts
$305K +$72.5K +619 +29%
AP
1873
Adero Partners
California
$304K -$8.2K -70 -2%
EWM
1874
Evermay Wealth Management
Virginia
$303K -$31.6K -270 -9%
CSWG
1875
Cardinal Strategic Wealth Guidance
Kentucky
$303K – – –
73 74
75
76 77