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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1776
Haverford Financial Services
Pennsylvania
$798K -$125K -765 -14%
GD
1777
Grandfield & Dodd
New York
$798K -$22.9K -140 -3%
MFW
1778
Mosaic Family Wealth
Missouri
$797K +$18K +110 +2%
MPIA
1779
Mountain Pacific Investment Advisers
Idaho
$791K +$124K +760 +20%
CPO
1780
Cerity Partners OCIO
New York
$777K +$126K +767 +21%
JIR
1781
James Investment Research
Ohio
$776K +$474K +2,897 +184%
PWMAG
1782
Pinnacle Wealth Management Advisory Group
New Jersey
$773K – – –
WANY
1783
Wealthspire Advisors (New York)
New York
$773K +$729K +4,452 New
EA
1784
Emerald Advisers
Pennsylvania
$770K +$127K +774 +21%
PPP
1785
Private Portfolio Partners
New Jersey
$770K +$172K +1,048 +31%
WF
1786
WoodTrust Financial
Wisconsin
$768K – – –
PWMG
1787
Prestige Wealth Management Group
New Jersey
$767K +$40.6K +248 +6%
MCC
1788
Malaga Cove Capital
California
$765K +$326K +1,991 +82%
PDM
1789
Penn Davis McFarland
Texas
$764K – – –
KPW
1790
Kore Private Wealth
New York
$764K +$93.5K +571 +15%
AAP
1791
Arax Advisory Partners
Colorado
$764K +$721K +4,404 New
SGI
1792
Summit Global Investments
Utah
$760K +$4.91K +30 +0.7%
LDFR
1793
Lehman & Derafelo Financial Resources
Pennsylvania
$759K +$2.46K +15 +0.4%
WIC
1794
Whitegate Investment Counselors
New Hampshire
$755K -$4.09K -25 -0.6%
CIM
1795
Confluence Investment Management
Missouri
$750K -$155K -948 -18%
OFG
1796
Omega Financial Group
California
$748K -$491 -3 -0.1%
AFA
1797
Arlington Financial Advisors
California
$746K – – –
AF
1798
Aldebaran Financial
$742K – – –
WCWM
1799
Willow Creek Wealth Management
California
$740K – – –
TPW
1800
Tiller Private Wealth
Pennsylvania
$737K +$164 +1 +0%
70 71
72
73 74