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Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1901
Investment Advisory Group
Massachusetts
$269K +$472 +5 +0.2%
CC
1902
Copperleaf Capital
North Carolina
$269K -$52.8K -560 -17%
MWA
1903
Monograph Wealth Advisors
California
$268K +$255K +2,704 New
MPCG
1904
Matrix Private Capital Group
New York
$268K -$5.85K -62 -2%
ESB
1905
Essex Savings Bank
Connecticut
$268K -$755 -8 -0.3%
CRWM
1906
Castle Rock Wealth Management
California
$268K +$6.51K +69 +3%
CCM
1907
Carlson Capital Management
Minnesota
$267K +$5.85K +62 +2%
LCM
1908
Lewis Capital Management
California
$267K – – –
SCA
1909
Stuart Chaussee & Associates
California
$266K +$189K +2,000 +292%
AWG
1910
Altus Wealth Group
Colorado
$266K -$27.5K -291 -10%
RFN
1911
Redwood Financial Network
Ohio
$266K +$253K +2,681 New
KA
1912
Klingman & Associates
New York
$265K +$252K +2,673 New
OPCM
1913
Osborne Partners Capital Management
California
$265K -$14.6K -155 -5%
BBA
1914
BLB&B Advisors
Pennsylvania
$265K -$1.79K -19 -0.7%
LCM
1915
Liberty Capital Management
Michigan
$264K – – –
NCM
1916
Northwest Capital Management
Oregon
$263K -$77.3K -819 -24%
CMA
1917
Cedar Mountain Advisors
Oregon
$263K +$1.04K +11 +0.4%
BWM
1918
Baystate Wealth Management
Massachusetts
$263K -$2.27K -24 -0.9%
FAT
1919
First American Trust
California
$263K +$9.15K +97 +4%
RWA
1920
Ropes Wealth Advisors
Massachusetts
$262K +$249K +2,639 New
FTC
1921
Farmers Trust Company
Ohio
$261K -$197K -2,091 -44%
BDFN
1922
Bond & Devick Financial Network
Minnesota
$260K +$18.9K +200 +8%
FCA
1923
Fortis Capital Advisors
Kansas
$259K +$247K +2,613 New
AGAM
1924
Audent Global Asset Management
California
$259K -$39.2K -415 -14%
EWM
1925
Endowment Wealth Management
Wisconsin
$258K +$377 +4 +0.2%
75 76
77
78 79