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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2076
Wittenberg Investment Management
Massachusetts
$162K -$17.7K -975 -8%
EFG
2077
Everhart Financial Group
Ohio
$161K -$325K -17,880 -63%
JAG
2078
Journey Advisory Group
Kentucky
$161K -$77.7K -4,270 -29%
RWP
2079
Revolve Wealth Partners
New Jersey
$161K -$5.42K -298 -3%
BWFA
2080
Baltimore-Washington Financial Advisors
Maryland
$161K -$4.31K -237 -2%
CAM
2081
CenterStar Asset Management
Illinois
$161K – – –
BC
2082
Barrett & Company
Rhode Island
$160K +$158K +8,696 New
ICP
2083
Interchange Capital Partners
Pennsylvania
$160K -$13.4K -739 -7%
WMA
2084
West Michigan Advisors
Michigan
$160K +$5.73K +315 +3%
HPWM
2085
Highland Private Wealth Management
Washington
$159K -$172K -9,458 -48%
WA
2086
Wealth Architects
California
$159K -$61.3K -3,369 -25%
RZH
2087
Relyea Zuckerberg Hanson
Connecticut
$158K -$86.7K -4,765 -32%
IAS
2088
IMA Advisory Services
Colorado
$158K – – –
CSWM
2089
Cassady Schiller Wealth Management
Ohio
$157K +$186K +10,220 New
SC
2090
Saturna Capital
Washington
$157K +$186K +10,241 New
BIA
2091
Benchmark Investment Advisors
Illinois
$156K – – –
FNWM
2092
Financial Network Wealth Management
Utah
$156K – – –
GCA
2093
Genesee Capital Advisors
New York
$156K +$8.88K +488 +5%
GCP
2094
Gill Capital Partners
Colorado
$155K -$22.2K -1,221 -11%
NJBEST
2095
New Jersey Better Educational Savings Trust
New Jersey
$155K – – –
CG
2096
Corundum Group
Colorado
$155K +$184K +10,097 New
CBB
2097
Citizens Business Bank
California
$154K -$2.69M -147,655 -94%
MAM
2098
Madison Asset Management
Wisconsin
$154K -$11.9K -654 -6%
HWA
2099
HCR Wealth Advisors
California
$154K +$91 +5 +0%
UCB
2100
United Community Bank
South Carolina
$154K +$20.3K +1,118 +13%
82 83
84
85 86