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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2526
JGP Wealth Management
Oregon
$207K +$12.2K +431 +6%
SSA
2527
Sierra Summit Advisors
Nevada
$207K – – –
BI
2528
Beckerman Institutional
New Jersey
$207K +$114 +4 +0.1%
FFC
2529
First Financial Corp
Indiana
$206K – – –
SCM
2530
SCS Capital Management
Massachusetts
$206K -$788K -27,755 -79%
AWA
2531
Aletheian Wealth Advisors
Washington
$205K -$6.9K -243 -3%
TAM
2532
Trillium Asset Management
Massachusetts
$205K -$31.4K -1,106 -13%
FWM
2533
Fonville Wealth Management
Virginia
$205K +$206K +7,252 New
FM
2534
Family Management
New York
$205K – – –
GA
2535
Greenspring Advisors
Maryland
$204K +$206K +7,238 New
GCA
2536
Genesee Capital Advisors
New York
$204K +$596 +21 +0.3%
OWP
2537
Obermeyer Wealth Partners
Colorado
$204K +$8.15K +287 +4%
YIA
2538
YHB Investment Advisors
Connecticut
$204K -$29.8K -1,048 -13%
SWM
2539
Shakespeare Wealth Management
Wisconsin
$204K -$38.9K -1,369 -16%
CPR
2540
CSU Producer Resources
Ohio
$203K – – –
GFG
2541
Grantvest Financial Group
New Jersey
$203K -$9.94K -350 -5%
GSWM
2542
Golden State Wealth Management
California
$202K -$1.76K -62 -0.9%
VFP
2543
Verus Financial Partners
Virginia
$202K +$203K +7,159 New
SIC
2544
SJS Investment Consulting
Ohio
$202K +$44.6K +1,570 +28%
VBA
2545
von Borstel & Associates
Oregon
$202K +$232K +8,162 New
DA
2546
Drake & Associates
Wisconsin
$202K -$20.5K -722 -8%
GA
2547
GSG Advisors
New Jersey
$202K -$1.22K -43 -0.6%
BSSFA
2548
Baron Silver Stevens Financial Advisors
Florida
$201K +$5.17K +182 +3%
SAM
2549
Synergy Asset Management
Washington
$201K -$1.56K -55 -0.8%
CWMA
2550
Capstone Wealth Management (Alabama)
Alabama
$200K -$114 -4 -0.1%
100 101
102
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