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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1601
SlateStone Wealth
Florida
$766K +$349K +1,998 +118%
OAC
1602
OMERS Administration Corp
Ontario, Canada
$765K – – –
OIA
1603
Optimum Investment Advisors
Illinois
$765K +$168K +963 +35%
WWM
1604
Windsor Wealth Management
Indiana
$765K +$78.3K +449 +12%
WSWA
1605
Warren Street Wealth Advisors
California
$765K +$32.6K +187 +5%
HP
1606
Hilltop Partners
Indiana
$764K +$6.98K +40 +1%
ATWA
1607
Arbor Trust Wealth Advisors
Michigan
$760K +$209K +1,197 +49%
RWA
1608
Ropes Wealth Advisors
Massachusetts
$757K -$7.15K -41 -1%
NRWA
1609
North Ridge Wealth Advisors
Oregon
$757K +$637K +3,650 New
SAM
1610
Sandbar Asset Management
United Kingdom
$756K +$77.1K +442 +14%
HBT
1611
Heartland Bank & Trust
Illinois
$755K +$635K +3,639 New
KAM
1612
Knightsbridge Asset Management
California
$754K +$49.7K +285 +9%
OGF
1613
Orin Green Financial
California
$754K +$349 +2 +0.1%
PFWA
1614
Paces Ferry Wealth Advisors
Georgia
$754K +$316K +1,809 +99%
BA
1615
Ballew Advisors
Mississippi
$751K -$17.3K -99 -3%
WAM
1616
WealthTrust Asset Management
Florida
$750K +$8.37K +48 +1%
SWM
1617
Stockman Wealth Management
Montana
$747K -$11.3K -65 -2%
HWM
1618
Hemington Wealth Management
Virginia
$746K +$31.7K +182 +5%
TI
1619
Truepoint Inc
Ohio
$745K +$20.9K +120 +3%
CPIA
1620
Cornell Pochily Investment Advisors
New York
$744K -$3.31K -19 -0.5%
NMG
1621
New Millennium Group
Utah
$744K +$263K +1,509 +73%
IA
1622
IFG Advisors
Missouri
$744K +$28.6K +164 +5%
FFG
1623
Frisch Financial Group
New York
$743K -$47.4K -272 -7%
DBIA
1624
Dumont & Blake Investment Advisors
New Jersey
$742K – – –
PFPT
1625
Pinnacle Financial Partners (Tennessee)
Tennessee
$742K +$69.6K +399 +13%
63 64
65
66 67