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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1101
Great Diamond Partners
Maine
$410K -$24.1K -211 -6%
BFC
1102
Bedel Financial Consulting
Indiana
$409K +$37.7K +330 +10%
DCM
1103
Dimension Capital Management
Florida
$407K +$16.3K +143 +4%
KGP
1104
Keystone Global Partners
Colorado
$404K – – –
PTC
1105
Private Trust Company
Ohio
$403K -$251K -2,202 -38%
ST
1106
Somerset Trust
Pennsylvania
$401K -$10.3K -90 -3%
RS
1107
R Squared
Hong Kong
$400K +$61.3K +537 +18%
FWM
1108
FFT Wealth Management
Pennsylvania
$397K – – –
OAM
1109
Occidental Asset Management
California
$397K -$34.2K -300 -8%
AWMA
1110
Arbor Wealth Management (Arizona)
Arizona
$396K +$20.3K +178 +5%
TAP
1111
Tounjian Advisory Partners
Florida
$396K +$396K +3,467 New
SCP
1112
Sivia Capital Partners
California
$392K -$203K -1,777 -34%
CCA
1113
Cravens & Co Advisors
Tennessee
$392K -$162K -1,418 -29%
GS
1114
GWN Securities
Florida
$392K +$85.9K +753 +28%
RI
1115
Ridgewood Investments
New Jersey
$391K +$65.6K +575 +20%
FFM
1116
Forum Financial Management
Illinois
$391K +$35.4K +310 +10%
APW
1117
Aventura Private Wealth
Florida
$390K -$9.59K -84 -2%
TWM
1118
Trueblood Wealth Management
Ohio
$389K -$12.8K -112 -3%
EAN
1119
Excelsior Advisor Network
Colorado
$388K +$54K +473 +16%
CCA
1120
Checchi Capital Advisers
California
$388K -$19.5K -171 -5%
CWA
1121
Clarity Wealth Advisors
California
$386K -$17.1K -150 -4%
SWGC
1122
Summit Wealth Group (Colorado)
Colorado
$385K +$13.9K +122 +4%
OWA
1123
One Wealth Advisors
California
$384K -$22K -193 -5%
GA
1124
Goldstein Advisors
Wisconsin
$384K +$92.6K +811 +32%
MSR
1125
Main Street Research
Connecticut
$382K +$104K +909 +37%
43 44
45
46 47