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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2501
Hutchinson Capital Management
California
$540K +$14.4K +63 +3%
TCBWMS
2502
Texas Capital Bank Wealth Management Services
Texas
$539K +$14.9K +65 +3%
BEI
2503
Benjamin Edwards Inc
Missouri
$539K +$33.6K +147 +7%
FA
2504
Fortis Advisors
Pennsylvania
$539K +$50.3K +220 +11%
WOC
2505
West Oak Capital
California
$537K -$6.86K -30 -1%
CPA
2506
Court Place Advisors
Maryland
$537K +$97.2K +425 +23%
P
2507
Palladiem
Pennsylvania
$536K – – –
BA
2508
Bridgewater Advisors
New York
$536K +$187K +819 +56%
DOA
2509
D'Orazio & Associates
Virginia
$534K +$235K +1,029 +82%
TCM
2510
Towercrest Capital Management
Pennsylvania
$531K – – –
WA
2511
Wealth Architects
California
$530K +$46.2K +202 +10%
SIC
2512
Samalin Investment Counsel
New York
$529K +$8.46K +37 +2%
CG
2513
Corundum Group
Colorado
$528K -$8.69K -38 -2%
NCG
2514
Newport Capital Group
New Jersey
$528K – – –
FNBOSM
2515
First National Bank of South Miami
Florida
$528K +$50.1K +219 +11%
PBO
2516
Peoples Bank (Ohio)
Ohio
$527K +$16.7K +73 +3%
DTC
2517
Davidson Trust Company
Washington
$521K -$10.1K -44 -2%
CCFM
2518
Clear Creek Financial Management
Washington
$517K +$505K +2,211 New
TF
2519
Trek Financial
Arizona
$515K +$102K +448 +26%
OFW
2520
Omnia Family Wealth
Florida
$514K -$12.6K -55 -2%
RW
2521
Rede Wealth
Virginia
$514K – – –
LFF
2522
Level Four Financial
Texas
$514K +$1.6K +7 +0.3%
SEIA
2523
Signature Estate & Investment Advisors
California
$514K +$16.5K +72 +3%
TWP
2524
Tower Wealth Partners
Pennsylvania
$513K -$914 -4 -0.2%
PIMG
2525
Patriot Investment Management Group
Tennessee
$512K -$1.14K -5 -0.2%
99 100
101
102 103