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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1876
Fort Point Capital Partners
California
$366K – – –
OWP
1877
Obermeyer Wealth Partners
Colorado
$366K +$13K +115 +4%
RCWM
1878
Royal Capital Wealth Management
Indiana
$366K +$353K +3,133 New
LA
1879
LexAurum Advisors
Kansas
$365K -$14.8K -131 -4%
OCM
1880
Osterweis Capital Management
California
$365K – – –
BCM
1881
Boltwood Capital Management
California
$364K -$11.3K -100 -3%
TWM
1882
Trevian Wealth Management
Massachusetts
$364K +$351K +3,111 New
AOWM
1883
Alpha Omega Wealth Management
Virginia
$363K -$13.2K -117 -3%
BCM
1884
Buckhead Capital Management
Georgia
$363K -$11.3K -100 -3%
VAM
1885
Vienna Asset Management
California
$363K +$350K +3,107 New
EA
1886
Emerald Advisors
Washington
$360K +$347K +3,076 New
MA
1887
MJP Associates
Connecticut
$358K +$41.7K +370 +14%
FIA
1888
Foundations Investment Advisors
Arizona
$358K +$102K +904 +36%
STB
1889
S&T Bank
Pennsylvania
$355K -$9.02K -80 -3%
SPWM
1890
Schrum Private Wealth Management
Florida
$355K +$342K +3,034 New
CAMG
1891
CWA Asset Management Group
Florida
$352K -$20.6K -183 -6%
FAG
1892
Financial Advisory Group
Texas
$352K +$225 +2 +0.1%
NWA
1893
New World Advisors
Massachusetts
$352K +$118K +1,050 +54%
WMC
1894
Westwood Management Corporation
Illinois
$351K -$519K -4,600 -61%
CL
1895
CIM LLC
New York
$351K – – –
EPWM
1896
Essex Private Wealth Management
Massachusetts
$351K – – –
AAMC
1897
Asset Allocation & Management Company
Illinois
$351K +$338K +3,000 New
WC
1898
Woodstock Corp
Massachusetts
$348K -$29.9K -265 -8%
AIA
1899
Alera Investment Advisors
Illinois
$348K -$11.2K -99 -3%
AW
1900
ACG Wealth
Georgia
$348K +$62.3K +553 +23%
74 75
76
77 78