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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
1851
Watershed Private Wealth
Illinois
$336K – – –
EP
1852
EPIQ Partners
Minnesota
$336K -$6.42K -66 -2%
FIM
1853
Fernwood Investment Management
Massachusetts
$335K – – –
FAN
1854
Financial Advisors Network
California
$335K -$83K -853 -20%
SCP
1855
Sivia Capital Partners
California
$334K +$339K +3,479 New
LIM
1856
Longfellow Investment Management
Massachusetts
$333K +$338K +3,470 New
WA
1857
Wambolt & Associates
Colorado
$331K -$21.9K -225 -6%
TWM
1858
Tanager Wealth Management
United Kingdom
$331K +$26.5K +272 +9%
SFG
1859
Summit Financial Group
West Virginia
$330K -$16.7K -172 -5%
FBT
1860
First Bank & Trust
South Dakota
$330K -$3.02K -31 -0.9%
RP
1861
Rice Partnership
Hawaii
$330K -$56.3K -578 -14%
GCA
1862
Gradient Capital Advisors
California
$329K +$1.66K +17 +0.5%
MCC
1863
Malaga Cove Capital
California
$328K -$681 -7 -0.2%
ATC
1864
Adirondack Trust Company
New York
$328K -$12K -123 -3%
CNBT
1865
Canandaigua National Bank & Trust
New York
$327K -$31.8K -327 -9%
HIC
1866
Holderness Investments Company
North Carolina
$326K -$33.2K -341 -9%
SFP
1867
Sweet Financial Partners
Minnesota
$325K +$292 +3 +0.1%
RWI
1868
Red Wave Investments
Pennsylvania
$323K +$5.45K +56 +2%
OAM
1869
Oxford Asset Management
United Kingdom
$321K +$325K +3,344 New
ARC
1870
Advisor Resource Council
Texas
$320K +$325K +3,334 New
SC
1871
Saturna Capital
Washington
$320K – – –
CIA
1872
Cladis Investment Advisory
Montana
$320K – – –
SWM
1873
Silverlake Wealth Management
Vermont
$319K -$29.4K -302 -8%
FFG
1874
Frisch Financial Group
New York
$319K +$74.1K +761 +30%
WCWM
1875
Willow Creek Wealth Management
California
$318K +$779 +8 +0.2%
73 74
75
76 77